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Venture capital · Private equity · Family offices · Funds of funds

Lumenfold · current mark

$2.66Brange $2.1B–$3.3B
model · high confidenceyour peg $2.4B
$1.5B$2.0B$2.5B$3.0B$2.7B$2.4BJan ’26MaySep
Model estimateYour peg

Drivers: revenue growth signals · sector re-rating · headcount trend · comparable round terms

Nordwind Robotics · predictive reads

refreshed last night
  • Raisehiring spike · round chatter
    94% in <6 mo
  • Growthusage inflection · enterprise launch
    growing
  • Acquisitionstrategic interest in category
    31%
  • IPOscale below public comps
    12%

Prospects · ranked for your firm

982 scored
CompanyTimingFirmThesisScore
  • Everline Data

    Seedmodel match · thesis fit

    100838494
  • Copperleaf Bio

    Earlynear your matches

    100678990
  • Marrow Systems

    Earlypredicted for your co-investors

    81—10081

01

Marked to today, not last round.

Range, confidence tier, and named drivers on every company. Set your own peg and it overrides the model.

Lumenfold · current mark

$2.66Brange $2.1B–$3.3B
model · high confidenceyour peg $2.4B
$1.5B$2.0B$2.5B$3.0B$2.7B$2.4BJan ’26MaySep
Model estimateYour peg

Drivers: revenue growth signals · sector re-rating · headcount trend · comparable round terms

02

Predictions on what happens next.

Raise timing, growth, IPO, acquisition, closure, layoffs — each with the evidence behind it.

Predictions are directional signals, not guarantees.

Nordwind Robotics · predictive reads

refreshed last night
  • Raisehiring spike · round chatter
    94% in <6 mo
  • Growthusage inflection · enterprise launch
    growing
  • Acquisitionstrategic interest in category
    31%
  • IPOscale below public comps
    12%
  • Layoffsheadcount expanding
    8%
  • Closurerunway healthy
    3%

03

An AI-written brief on the whole book.

Written nightly, every claim linked to its source article, every mention kept on the company's record.

The brief · whole book

written 06:04 · 47 sources

Lumenfold is fielding inbound after its ; two rivals . The model moved its mark up 8% on the quarter.

Nordwind Robotics flagged: a raise looks imminent on and round chatter. Bramblewick needs a call — closure risk elevated.

In the briefs · Lumenfold

  • Sep 10 — enterprise launch; mark +8%
  • Aug 27 — two rivals cut pricing
  • Aug 12 — hired VP Sales; usage inflection

04

Company updates, captured and processed.

Forward a founder email or paste notes — the TL;DR, metrics, and asks land on the company's record.

Parcelbee · company updates

3 this quarter

Fwd: Parcelbee — August investor update

forwarded

“Hi all — longer note this month. Q3 came together late but ARR crossed $4.2M, up 18% on the quarter, and we finally signed the…”

TL;DR — strong quarter; ARR $4.2M (+18% QoQ); burn steady; hiring a VP Sales.

ARR $4.2M+18% QoQburn $310k/moask: VP Sales introsstatus: growing

Board call notes — pasted Aug 12

manual

Pipeline doubled; two enterprise pilots converting in Q4.

05

Who to call next.

Prospects that match your thesis and are about to fundraise.

Prospects · ranked for your firm

982 scored
CompanyTimingFirmThesisScore
  • Everline Data

    Seedmodel match · thesis fit

    100838494
  • Copperleaf Bio

    Earlynear your matches

    100678990
  • Marrow Systems

    Earlypredicted for your co-investors

    81—10081
  • Quillhaven

    Seedechoes 3 of your companies

    ——7658

06

Funds, partners, and sectors, compared.

Value, MOIC, and IRR for any cut of the book — and how each one tracks its index.

Performance · by fund

By fundBy partnerBy sector
GroupValueMOICIRRvs index

  • Fund IV

    22 companies

    $2.1B6.3×38%+21 pts

  • Fund V

    31 companies

    $1.4B3.2×24%+9 pts

  • Fund VI

    28 companies

    $690M1.2×11%−4 pts

Chained index vs. the Software benchmark over the same window.

07

Compare your entire portfolio against private and public market indexes.

Sector indexes computed nightly from private-company marks, beside the S&P 500 and Nasdaq.

Your portfolio · vs benchmarks

as of 17 Sep 2026 · re-based to window start

1Y return

+31.4%

Your portfolio · 81 companies

+12.8 pts vs Software+16.2 pts vs S&P 500
+ 16 more
0%+10%+20%+30%+40%+48.9%+31.4%+18.6%+15.2%18 Sep ’2519 Mar ’2617 Sep ’26

Your portfolio up 31.4% over 1 year, ahead of Software at +18.6%, behind AI Infrastructure at +48.9%, ahead of S&P 500 at +15.2%.

Ranked · 1Y

ahead of 17 of 21 sectors

  • AI Infrastructure17 companies+48.9%
  • Your portfolio81 companies+31.4%
  • Software18 companies+18.6%
  • S&P 500public+15.2%

Every line is re-based to the window start. Your portfolio is chain-linked — new checks and exits never move it, only value changes do. Sector indexes aggregate nightly model marks; public indexes are daily closes.

08

Your portfolio intelligence, in any tool.

An MCP server for your book — updates, intel, valuations, and predictions wherever you work, fully headless.

MCP · dorio.portfolio

connected · 14 tools

you › Which of my companies look likely to raise before Q2?

tool › predictions.raising({ horizon: "6m", book: "all" })

  • Nordwind Robotics94% in <6 mo40-role hiring push
  • Everline Data88% in <6 modata-center lease
  • Quillhaven71% in 6–12 moGTM hires

tool › valuation.current({ company: "Lumenfold" })

{ mark: "$2.66B", range: ["$2.1B", "$3.3B"], peg: "$2.4B", confidence: "high" }

tool › updates.latest({ company: "Parcelbee" })

{ period: "Q3", arr: "$4.2M", growth: "+18% QoQ", ask: "intro to VP Sales" }

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