Portfolio Management - Bvester Investor

Bvester ← Back to Dashboard

💰

$2.4M

Total Portfolio Value

↗ +24.8% YTD

📈

18.5%

Annual Return

↗ +3.2% vs benchmark

🏢

24

Active Investments

↗ +4 this quarter

🎯

4.2x

Average Multiple

↗ +0.8x improvement

AP

AfriPay Solutions

FinTech • Series A

Invested: March 2024

🟢 Active

$125K

Invested

$340K

Current Value

5.2%

Ownership

8 mos

Holding Period

+172%

Total Return

FG

FarmGrow Tech

AgriTech • Seed

Invested: January 2024

🟢 Active

$75K

Invested

$165K

Current Value

8.3%

Ownership

12 mos

Holding Period

+120%

Total Return

MC

MediConnect Africa

HealthTech • Series A

Invested: June 2023

🟢 Active

$200K

Invested

$580K

Current Value

3.8%

Ownership

19 mos

Holding Period

+290%

Total Return

EL

EduLearn Platform

EdTech • Pre-Seed

Due Diligence: In Progress

⏳ Pending

$50K

Proposed

--

Current Value

12.5%

Ownership

--

Holding Period

Pending Investment

QP

QuickPay Mobile

FinTech • Acquired

Exited: October 2024

🎯 Exited

$100K

Invested

$650K

Exit Value

6.2%

Ownership

24 mos

Holding Period

+550%

Total Return

$2.4M

Total Value

FinTech

35%

HealthTech

25%

AgriTech

20%

EdTech

12%

Other

8%

Medium

Overall Risk

0.65

Sharpe Ratio

18.2%

Volatility

-8.5%

Max Drawdown

January 28, 2025

AfriPay Series B Round

Valuation increased to $85M

January 25, 2025

MediConnect Milestone

Reached 1M users milestone

January 22, 2025

FarmGrow Revenue Update

Monthly revenue: $890K

January 18, 2025

New Investment Opportunity

GreenTech Solar - $75K