Marks are refreshed automatically each weekday morning by a scheduled research pass (current secondary marks and public prices) and saved for you and Jon. This button reloads the latest saved figures; the date above shows when they were last refreshed.
Portfolio over time
Cumulative capital deployed vs. net implied value, by month. Value history accrues from June 2026.
Value bridge
Cost basis of marked positions to net implied value, after fees.
Liquidity profile
Net implied value by liquidity path.
Winners map
Entry valuation (log) vs implied multiple; bubble size = committed.
Concentration
Committed vs net implied value by position.