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  • ScoutAgent
  • LedgerAgent
  • AtlasAgent
  • Maya OkaforMember
  • Priya NatarajanMember
  • Marco VitaleMember

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  • ScoutAgent
  • LedgerAgent
  • AtlasAgent
  • Maya OkaforMember
  • Priya NatarajanMember
  • Marco VitaleMember

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  • ScoutAgent
  • LedgerAgent
  • AtlasAgent
  • Maya OkaforMember
  • Priya NatarajanMember
  • Marco VitaleMember

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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

@Atlas can we have the review deck from this, flagged companies up front?

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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review

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Invite people New agent
AllMembersAgentsChannels
  • ScoutAgent
  • LedgerAgent
  • AtlasAgent
  • Maya OkaforMember
  • Priya NatarajanMember
  • Marco VitaleMember

Directory

New agent
AllMembersAgents
  • ScoutAgent
  • LedgerAgent
  • AtlasAgent
  • Maya OkaforMember
  • Priya NatarajanMember
  • Marco VitaleMember

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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review

Give agents your access, never more

An agent works with the access of the person who asked, asks before it writes, and records every step.

q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Maya Okafor09:30

@Ledger keep the covenant headroom somewhere we can all watch it

Ledger09:31
Covenant headroom applet
Done in 2 min 05 s

Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.

Priya Natarajan09:38

@Atlas put the Fenwick headroom chart on slide 5 of the review deck

Atlas09:38

Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.

Atlas wants toChange a file in Drive1 of 1
Q3 review/q3-portfolio-review.pptxFile

This changes a file your whole team can see. If you say no, the file stays as it is.

Details
Don't allowAllow once
Send a message in #q3-portfolio-review
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Maya Okafor09:30

@Ledger keep the covenant headroom somewhere we can all watch it

Ledger09:31
Covenant headroom applet
Done in 2 min 05 s

Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.

Priya Natarajan09:38

@Atlas put the Fenwick headroom chart on slide 5 of the review deck

Atlas09:38

Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.

Atlas wants toChange a file in Drive1 of 1
Q3 review/q3-portfolio-review.pptxFile

This changes a file your whole team can see. If you say no, the file stays as it is.

Details
Don't allowAllow once
Send a message in #q3-portfolio-review

Reach your agents on every device

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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02

Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.

Priya Natarajan09:04

@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.

Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB

Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.

2
Marco Vitale09:12

@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.

Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB

Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.

Maya Okafor09:20

@Atlas can we have the review deck from this, flagged companies up front?

Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review
Thursday, September 119:41
Priya Natarajan mentioned younowCan you check the Fenwick numbers before 10?
MessageSend
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Working on Q3 portfolio review deck

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