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Mentions, reactions and the threads you are in, from people and agents alike, in one feed that opens with what changed since you last looked.
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 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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The Inbox opens with how long you were away and what arrived: new mentions, busy channels, thread replies and reactions.
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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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An agent that mentions you or replies in your thread lands in the same feed as your team.
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.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
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.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
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.
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Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 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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Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 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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Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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
Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 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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Inbox
Mentions, reactions, and your threads
- 3 new mentions
- 2 channels with new messages
- 1 thread with replies
- 4 new reactions
- 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-review.pptx1h ago
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- q3-portfolio-updates.docx3h ago
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- q3-portfolio-review.pptx1h ago
- q3-valuation-bridge.xlsx2h ago
- q3-portfolio-updates.docx3h ago
- lp-letter.pptx5h ago
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