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Signals

Weekly digest — a board-ready roll-up of the week's signals · illustrative

Weekly Signals Digest

Week of Oct 20 – 26, 2026 · Bridger Holdings

6
signals
3
need attention
3
good news

Needs your attention

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.

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.

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.

Good news

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.

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

Harbor Point Private Credit II· Quarterly distributions support the cash plan — no change needed.

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

Vian AI· Update the mark at year-end.

Prepared by Signals · auto-generated from this week's rules.

Delivery

Weekly · Mondays 8am
RecipientsBoard of Directors →Also visible in Board · this week's brief

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