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Signals

The outside world, filtered to what touches your holdings — raised by rules, organized into watchlists, rolled up weekly to the board. Illustrative.

6 signals this week · 6 raised automatically by rules
MarketGP notice · 2d ago Capital-call pacing

Kestrel Capital Partners V signalled a ~$18M capital call for Q4 as it ramps deployment.

Kestrel Capital Partners V Confirm the Q4 cash plan covers the call before the drawdown date.
CompanyCap table update · 3d ago Investment re-mark

H2O.ai closed a primary round at a ~2.4× step-up to our carrying mark.

H2O.ai Stage a mark for the year-end board package.
CompanyOperating report · 4d ago EBITDA variance

Marin Health EBITDA is tracking −9% on a payer-mix shift and two repricing contracts.

Marin Health Partners Reflect in the variance memo before the close signs off.
CompanyBoard materials · 5d ago Runway watch

Bossa Nova Robotics is inside 12 months of runway as retail-robotics demand softens.

Bossa Nova Robotics Decide on a reserve or wind-down path before year-end.
MacroFOMC · 1w ago Rate sensitivity

Base rates hold; private-credit yields stay elevated into Q4.

Harbor Point Private Credit II Quarterly distributions support the cash plan — no change needed.
CompanyCompany update · 1w ago Investment re-mark

Vian AI signed two enterprise accounts; management raised its guide.

Vian AI Update the mark at year-end.