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Signals

Threshold rules that raise signals automatically · illustrative

FeedWatchlistsRulesDigest
8 rules · 7 enabled · 8 signals raised this week
Capital-call pacingFunds
On
WhenFund expected to call > $10M next quarter
ThenAlert + add the call to the cash forecast
Raised 1 signal this weekKestrel Capital Partners V
Investment re-markDirect investments
On
WhenDirect mark moves > 50% vs entry, or a new primary round
ThenStage a mark for the board package
Raised 2 signals this weekH2O.aiVian AI
EBITDA varianceOperating businesses
On
When|EBITDA vs reforecast| > 5%
ThenOpen a variance memo line
Raised 1 signal this weekMarin Health Partners
Runway watchDirect investments
On
WhenPortfolio-company runway < 12 months
ThenRaise a review signal
Raised 1 signal this weekBossa Nova Robotics
Intercompany breakConsolidation
On
WhenElimination break > $5,000
ThenHold the roll-up + require HITL co-sign
Raised 1 signal this week
Rate sensitivityPrivate credit
On
WhenBase-rate move > 25bps
ThenRe-check yield + distribution plan
Raised 1 signal this weekHarbor Point Private Credit II
Mapping driftSources
On
WhenSource mapping changed vs last quarter
ThenPause GL roll-up (HITL)
Raised 1 signal this week
Realization screenDirect investments
Off
WhenDirect TVPI > 2.5× and held > 5 years
ThenFlag for realization review
Disabled — not watching