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You were away for 14 hours.
  • 3 new mentions
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  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
  • 1 thread with replies
  • 4 new reactions
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies

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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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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
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  • 4 new reactions
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  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan2hCovenant headroom applet3 replies

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You were away for 14 hours.
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  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
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  • 4 new reactions
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan2hCovenant headroom applet3 replies

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You were away for 14 hours.
  • 3 new mentions
  • 2 channels with new messages
  • 1 thread with replies
  • 4 new reactions
AllMentionsReactionsThreads
  • Priya Natarajanmentioned you·#q3-portfolio-review12m@Maya can you sign off on the Fenwick slide before Thursday?
  • Marco Vitalementioned you·#q3-portfolio-review40mThe bridge workbook is final. Northwind passes, Fenwick is tight.
  • Sofia Bergreacted 👍·#q3-portfolio-review1hReview is Thursday. Same structure as Q2.
  • Priya Natarajan·#q3-portfolio-review2hCovenant headroom applet3 replies
Thursday, September 119:41
Priya Natarajan mentioned younowCan you check the Fenwick numbers before 10?
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