Exchange by Taidou

Private markets, verified at the source.

One terminal for every private asset — companies, funds, real estate, collectibles, crypto — with an agent that drafts the work and a person who decides. Every number traced. Nothing guessed.

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Built for angels, syndicates, VC and PE firms, family offices and endowments — each sees only its own seat.
3,109 companies indexed · 32,562 engagements tracked · counts are real, every company figure carries a tag.
Agents draft. People decide. Money never moves on its own.
1 · Connect2 · Verify3 · Price4 · Decide5 · Act
Home+⌘K search · Elena M.
Home · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KAsk Taidou
Data live · 09:41 ET3,109 indexed6EM

Good morning, Elena.

Tuesday 14 October 2026 · Orrin Family Office · 3 things need you today · reconciled 06:00 · all sources live
Edit layoutTemplates+ Widget
AUM · all investment linesmarks · appraisals · custody · 06:00
Portfolio →⤢ ⋯
All entities ▾
6M1Y2YAll
$393M▲ 30.4% · 24 months
$0M$106M$212M$318M$424MNov 24Mar 25Jul 25Nov 25Mar 26Oct 26$393M
Startups · direct · $212M  +34%Funds · LP interests · $96M  +34%Real estate · $45M  +44%Crypto · $8M  +100%Collectibles · $1M  +61%Cash & credit · $31M  -14%tap a line to hide it
Today5 events
Calendar →⤢ ⋯
09:30
IC · Stillwater Storage IV
Decide the $1.5M commit
11:00
Harborline · Q3 call
Distributions · insurance bids
13:00
Lunch · Meridian Endowment CIO
Co-invest intro
15:30
Quillon · secondary window
Sell 20k or hold
17:00
Vault inspection report
28 items · all pass
Taidou: prep for the 09:30 IC is in the thread — your case against the sponsor's, and two questions drafted for Harborline.
DealflowSourced
Pipeline →⤢ ⋯
New this week
63 real estate · 2 startups · 1 fund
In diligence
3Stillwater IV · Corvid Labs · Fund V
Closing in 14 days
2Stillwater IV · Cedar Commons
Needs your decision
1Quillon secondary · by Fri
Taidou suggests3
⤢ ⋯
researchStillwater IV at your overrides returns 15.9% vs the sponsor's 18.8%Open comparison →automationWhen a sponsor report lands, extract NOI and occupancy, refresh the mark and flag a variance over 5%Turn on →actionHarbor Square insurance is quoting +9%Review draft →
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Chapter 2 · Verify — every figure carries its source and its date
❚❚
0:42 / 1:30CC⛶
3,109
companies indexed
32,562
engagements tracked
7
offerings on one verified page
3
verification levels — Connected, Verified, Reviewed

Exchange database · 14 Oct 2026 · counts are real; every company figure carries a tag — sourced, reported, derived or modelled — and nothing is estimated.

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HomeQuillonDiligence matrix+⌘K search · Elena M.
Quillon / Data room / Diligence matrix⌕ Search companies, investors, deals, people, widgets…⌘K+ Add question+ Add documentDraft IC memo
Data live · 09:41 ET3,109 indexed6EM
Quillon · Series B data room✓ 8 documents · 368 pages · every page reviewed3 unconfirmed
Matrix: documents × questions · each cell cites a page · unconfirmed answers go back to the company as questions · nothing is sampled or summarised away
Answers
42
Cited
42 of 42
Unconfirmed
3
Reviewed by
Taidou · Elena M.
Matrixcited to page
⤢ ⋯
DocumentRevenue recognitionChange of controlCustomer concentrationOpen litigationIP assigned by foundersKey-person terms
Board deck · Q3 2026
34 pages
ARR recognised monthly; annual prepay deferred
✓ p.12		—Top customer 23% of ARR
✓ p.9		None disclosed
✓ p.31		—CEO · CTO named
✓ p.28
Audited financials · FY2025
48 pages
ASC 606 · ratable
✓ n.2 p.14		—Two customers > 10%
✓ n.9 p.37		None
✓ n.14 p.44		——
Customer contracts (12)
212 pages
Monthly in arrears (9) · annual prepay (3)
✓ §4
Present in 2 of 12 · counterparties unnamed
? p.41 · p.77
Castellan-referred logos 3 of 12
✓ §1		Indemnity cap 12 months fees
✓ §11		——
Cap table export
6 pages
—Drag-along · 60% preferred
✓ row 44		——Founder shares vested 50%
✓ row 3		Acceleration · double trigger
✓ row 51
Employment & option agreements
41 pages
—Double-trigger acceleration · 4 execs
✓ p.6		——Invention assignment signed · 38 of 38
✓ p.2
Non-compete 12 mo · CA unenforceable
? p.19
IP assignments
18 pages
————Assigned · 2 founders · 2019
✓ p.1		—
Insurance schedule
9 pages
———D&O $5M · cyber $2M
✓ p.3		—
Key-person policy · none
? p.8
Stripe export · 1,204 rows
rows
Matches ledger within 0.4%
✓ rows 1–1,204		—Top 10 = 61% of MRR
✓ computed		———
Ask across the data roomAgent
⤢ ⋯
Which customers can terminate on a change of control?
Two of twelve contracts carry a change-of-control termination right (p.41 and p.77). The counterparties are redacted in the room, so the answer is unconfirmed; together they are about 19% of ARR by Stripe billing accounts.
⌕ Contracts p.41⌕ Contracts p.77⌕ Stripe export
Ask a question · it becomes a column if you keep it
Unconfirmed → questions for the company3
⤢ ⋯
Change-of-control counterparties · contracts p.41, p.77
Drafted · to Maya Castellanos
Send
Non-compete enforceability · option agreements p.19
Drafted · counsel to confirm
Send
Key-person insurance · insurance schedule p.8
Drafted · asked for the policy
Send
Send 3 questionsEdit
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶1:20
Diligence matrixEvery page read · every number traced
Home+⌘K search · Elena M.
Home · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KAsk Taidou
Data live · 09:41 ET3,109 indexed6EM

Good morning, Elena.

Tuesday 14 October 2026 · Orrin Family Office · 3 things need you today · reconciled 06:00 · all sources live
Edit layoutTemplates+ Widget
AUM · all investment linesmarks · appraisals · custody · 06:00
Portfolio →⤢ ⋯
All entities ▾
6M1Y2YAll
$393M▲ 30.4% · 24 months
$0M$106M$212M$318M$424MNov 24Mar 25Jul 25Nov 25Mar 26Oct 26$393M
Startups · direct · $212M  +34%Funds · LP interests · $96M  +34%Real estate · $45M  +44%Crypto · $8M  +100%Collectibles · $1M  +61%Cash & credit · $31M  -14%tap a line to hide it
Today5 events
Calendar →⤢ ⋯
09:30
IC · Stillwater Storage IV
Decide the $1.5M commit
11:00
Harborline · Q3 call
Distributions · insurance bids
13:00
Lunch · Meridian Endowment CIO
Co-invest intro
15:30
Quillon · secondary window
Sell 20k or hold
17:00
Vault inspection report
28 items · all pass
Taidou: prep for the 09:30 IC is in the thread — your case against the sponsor's, and two questions drafted for Harborline.
DealflowSourced
Pipeline →⤢ ⋯
New this week
63 real estate · 2 startups · 1 fund
In diligence
3Stillwater IV · Corvid Labs · Fund V
Closing in 14 days
2Stillwater IV · Cedar Commons
Needs your decision
1Quillon secondary · by Fri
Taidou suggests3
⤢ ⋯
researchStillwater IV at your overrides returns 15.9% vs the sponsor's 18.8%Open comparison →automationWhen a sponsor report lands, extract NOI and occupancy, refresh the mark and flag a variance over 5%Turn on →actionHarbor Square insurance is quoting +9%Review draft →
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Taidou
Talks back · voice Harbor · knows your seat, entities and mandates
ChatVoice✕
Thoughts on todayHow do I…Suggest automationsResearch for me
What should I look at before the Stillwater IC?
Three things. Your case returns 15.9% versus the sponsor's 18.8% — the gap is the exit cap (6.25% vs 6.00%) and the lease-up date. The sources-and-uses has a $2.0M gap funded from year-one operations that the rent roll does not yet support. And the rate cap expires Nov 2027, inside the hold.
⌕ Sponsor model v3 · p.4⌕ Rent roll · 30 Sep⌕ Term sheet · First Delta
Draft the two questions for the sponsor and put them in the deal thread.
Drafted — not sent. “1. Which leases support the year-one operating shortfall? 2. What is the plan at rate-cap expiry?” Review in the thread and send when you are ready.
Open threadEdit
Suggested automationWhen any sponsor report lands, extract NOI and occupancy, refresh the mark and flag a variance over 5%. Turn it on?
Turn onNot now
Listening… “what about the rate cap”
Every answer cites its source. Drafts are never sent, money never moves, and nothing changes outside this session without your approval.
▶0:55
Ask TaidouVoice or chat · cites everything · never sends
HomeReal estateHarbor Square+⌘K search · Elena M.
Real estate / Harbor Square · Charlotte⌕ Search companies, investors, deals, people, widgets…⌘KAdd to compsThreadExport
Data live · 09:41 ET3,109 indexed6EM
Harbor SquareOperatingValue-add
Multifamily · 312 units · Charlotte, NC · sponsor Harborline Capital · vintage 2024
☆ WatchingDeal roomAsk the pageIndicate interest
Last appraisal$76.4M▲ 6.9% since purchaseAppraisalAug 26 · purchase $71.5M · NOI $4.3M · cap 6%Occupancy 94.2% · LTV 65% · 5.85% · matures Aug 2031
OverviewRent rollCapital stackDebtDistributionsDocuments 🔒Sponsor
NOI · T12
$4.3M+4.1%sponsor · Q3 report
Cap rate
6%on purchase price
Occupancy
94.2%+0.6rent roll · 30 Sep
Cash-on-cash
6.8%trailing 4 quarters
Debt
$46.5M · 65%5.85% fixed · Aug 2031
Your interest
$4.5M · 16.1%Orrin Trust II
Value & NOIappraisals · sponsor
⤢ ⋯
$76.4M▲ +6.9% since purchase
Jun 24Dec 24Jun 25Dec 25Aug 26Oct 26$76.4M
Appraised value · NOI $4.3M trailing (+4.1% YoY) · exit cap assumed 5.75%
Capital stackSourced
⤢ ⋯
$74.5M
Senior debt · 65% · $46.5MLP equity · $25.2MGP co-invest · $2.8M
LenderFirst Delta · agency
Rate · term5.85% fixed · 7y · IO 3y
Warning signsDerived
⤢ ⋯
Info
DSCR 1.41×
Above the 1.25× covenant · Q3
Watch
Renewals · 2BR units
Retention fell to 52% · rent growth +4%
Info
Insurance renewal · Mar 2027
Sponsor quoting · budget +9%
Rent roll · summaryproperty management · 30 Sep
⤢ ⋯
Unit typeUnitsIn-placeMarketOcc.
1BR · 612 sf128$1,640$1,71095.3%
2BR · 940 sf142$2,120$2,20593.7%
3BR · 1,210 sf42$2,680$2,79092.9%
Loss to lease 4.2% · 11 vacant · 6 on notice
Renewal rate · trade-out62% · +5.1% new leases
Collections98.9% · 30 days
DistributionsSourced
⤢ ⋯
Q3 25$0.42MQ4 25$0.44MQ1 26$0.47MQ2 26$0.49MQ3 26$0.51M
Your share · Q3$82,100 · 28 Oct
Yield on equity6.8% annualised
Activity & documents
Deal room →⤢ ⋯
Q3 sponsor report published
Harborline · 9 Oct
Insurance quote received · +9%
3 Oct
Appraisal · $76.4M
Harborline · 18 Aug
Distribution notice · Q2 · paid
29 Jul
Loan covenant test · DSCR 1.41× · pass
15 Jul
Annual budget · 2027 draft
Harborline · 1 Oct
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶1:05
Real estate on the terminalAppraisal trail · rent roll · distributions
HomeNetworkIntroductions+⌘K search · Elena M.
Network / Smart introductions⌕ Search companies, investors, deals, people, widgets…⌘KPreferencesAsk for a specific intro
Data live · 09:41 ET3,109 indexed6EM
Suggested this weekAgent · double opt-in
⤢ ⋯
Family officesEndowmentsAngelsGPsSponsors
AS
Ashgrove Family OfficeBoston · $800M · Real estate · VC
LP alongside you in Greyfell IIIelected into real estatelooking for a storage co-investor
Mutual: Hannah Ito · Greyfell IR · drafted note ready
Request introNot now
MA
Marlowe Family OfficeDallas · $1.2B · Private credit · PE
Shares two managers with youattending the LP Roundtable on 22 Oct
Mutual: Theo Lindqvist · drafted note ready
Request introNot now
TA
Tanaka Family OfficeSan Francisco · $600M · VC · crypto
Watches 6 of the same companiesHarbor & Vale Fund II LP
Mutual: Meridian Endowment · drafted note ready
Request introNot now
BE
Beaumont Family OfficeLondon · $950M · Multifamily · collectibles
Elected into collectibles last monthasked for a vault introduction
Mutual: Taidou vault team · drafted note ready
Request introNot now
How introductions work
⤢ ⋯
1 · SuggestFrom shared managers, lanes, watchlists and events — never from scraped lists
2 · Opt inYou request; they see a typed profile (“family office · $500M–1B · real estate”)
3 · AcceptBoth accept → names revealed · the agent's note goes with your edits
4 · MeetBooking link or an event · logged to both profiles
Your preferences
⤢ ⋯
Open toFamily offices · endowments · sponsors
Not nowHedge funds · service providers
Volume≤ 3 a week
Who can askVerified LPs and GPs · typed
Note styleShort · in your voice · you send
Accepted · 30 days4
⤢ ⋯
Meridian Endowment · co-invest intro
Met 9 Oct · lunch today
Pellbrook Capital · IR
Call booked 21 Oct
Whitlock Family Trust
Both accepted · note sent
Castellan · LP day
Attending 12 Nov
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶0:48
The networkLP ↔ LP introductions · double opt-in
HomeQuillonFinancials+⌘K search · Elena M.
Quillon / Financials · connected⌕ Search companies, investors, deals, people, widgets…⌘KCompsDiligence matrixDraft IC memo
Data live · 09:41 ET3,109 indexed6EM
Quillon✓ VerifiedListedQuillon Technologies, Inc.
Fintech infrastructure · New York, NY · Series A · founded 2022 · quillon.io
☆ WatchingCompareAsk the pageIndicate interest
Reference price$4.25/share▲ +3.5%Last roundSeries A · 26 Jun 2025 · last secondary $4.30 · 3 Sep 2026Implied $86M post · 20.2M FD sharesBid $4.20 · Ask $4.35 · spread 3.5%Open trail →
OverviewInfoPrice & MarketFinancingInvestors & Cap Table 🔒AnalysisDocuments 🔒Engagements
Connected systems Stripe · Billing · revenue · 06:00 Xero · General ledger · 06:00 Mercury · Bank · 06:05 Gusto · Payroll · 06:00 Cap table · Shares · options · YesterdayReconciled · 0 breaksBank, billing, ledger and payroll agree within 0.4% · audited FY2025 ties to the ledger
Balance sheetSourced
⤢ ⋯
$MDec 24Dec 25Sep 26
Cash & equivalents5.1021.409.60
Accounts receivable0.420.881.21
Total assets6.3023.9012.80
Deferred revenue0.310.721.04
Total liabilities0.901.602.10
Preferred equity7.7029.7029.70
Total equity5.4022.3010.70
Dec 24$5.1MDec 25$21.4MSep 26$9.6M
Cash · $M · Series A proceeds Dec 2025 · Xero · Mercury
Working capital$0.7M · DSO 41 days
DebtNone · no venture debt
AuditedFY2025 · Thornfield LLP · ties to ledger
Income statementSourced
⤢ ⋯
$MFY24FY25LTM
Revenue2.314.966.82
Cost of revenue0.741.491.98
Gross profit1.573.474.84
R&D1.922.753.21
Sales & marketing1.312.423.05
G&A0.881.361.62
Operating income(2.54)(3.06)(3.04)
Net income(2.49)(2.98)(2.91)
FY24$2.3MFY25$5.0MLTM$6.8M
Revenue · $M · 94% recurring · ASC 606 ratable · Stripe · Xero
Gross margin71% · up from 68%
Opex growth+21% YoY vs revenue +118%
Rule of 4082 · growth 118 − burn 36
Cash flowSourced
⤢ ⋯
$MFY24FY25LTM
Operating cash flow(2.20)(2.70)(2.50)
Investing(0.30)(0.40)(0.50)
Financing6.4022.000.00
Net change in cash3.9018.90(3.00)
FY24$2.2MFY25$2.7MLTM$2.5M
Operating cash burn · $M · Mercury · Xero
Net burn$0.25M a month · falling
Burn multiple1.1× · peer median 1.8×
Runway19 months at plan · 14 at hiring plan
Analysis enginesDerived
Open →⤢ ⋯
92
Revenue qualityStripe · Xero
Recurring 94% · top customer 23% · logo churn 1.1%/mo
More →
81
Unit economicsStripe · Xero · Gusto
CAC payback 14 mo · LTV/CAC 4.1× · gross margin 71%
More →
74
Burn & runwayMercury · Gusto
Net burn $0.25M/mo · 19 mo at plan · 14 mo at hiring plan
More →
63
Working capitalXero · Stripe
DSO 41 days (from 33) · DPO 28 · deferred revenue +44%
More →
78
Margin bridgeXero
GM 68% → 71% · hosting −3 pts · support +1 pt
More →
90
Cohort retentionStripe
NRR 128% · logo retention 93% · 2024 cohort expanding fastest
More →
2
AnomaliesXero · Mercury
Sep marketing spend 2.3× trend · $140k receivable 92 days overdue
More →
88
Benchmarks41 sourced peers
Growth top quartile of 41 fintech-infra peers · burn multiple 1.1× (median 1.8×)
More →
85
Plan vs actualBoard plan · Xero
Q3 revenue +3% vs board plan · opex −6% · hiring 2 behind
More →
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶1:10
Connected financialsStatements from Stripe, Xero, Mercury · nine engines
HomeCollectiblesHale rookie · Trade+⌘K search · Elena M.
Collectibles / Trade / 2018 Prism · Marcus Hale rookie · Grade 10⌕ Search companies, investors, deals, people, widgets…⌘KAlertsExportNew order
Data live · 09:41 ET3,109 indexed6EM
Reference
$18,400+6.2%last sale · 12 Oct
Best bid
$17,300accredited · verified
Best ask
$19,300you · vault
Spread
11%$2,000
Open offer
$18,900respond by 18 Oct
Settlement
Same dayvault-to-vault
Book · Hale rookie · Grade 10Sourced
⤢ ⋯
BidQtyParty
$17,3001Accredited · verified
$17,0001Orrin Family Office
$16,5002Kestrel SPV
$16,0001Accredited · verified
AskQtyParty
$19,3001You · vault
$19,8001Vault · verified
$20,5001Dealer · Northlane
$21,0002Vault · verified
Same cert grade only · each unit is a specific certified card · vault-to-vault settlement
Order ticket
⤢ ⋯
BuySell
Net to you at $19,300$18,914 (2%) · vault, no shipping
vs reference+4.9%
Offer · $18,900Respond by 18 Oct
⤢ ⋯
FromAccredited · verified · 12 prior purchases
vs reference+2.7%
vs best bid+$1,600
Expires18 Oct 17:00 ET
Buyer record12 settled · 0 disputes · avg 1.2 days
FundsOn deposit · verified 14 Oct
AcceptCounter $19,100Decline
Auction · Reyes 500th HR ballSourced
⤢ ⋯
$112,0003d 10h left
6 Oct9 Oct13 Oct14 Oct$112,000
Your max bidNot placed
Increment$2,500
Buyer premium5%
Bid $114,500Set max
Recent prints · this cardSourced
⤢ ⋯
DatePriceVenue
12 Oct 26$18,400Exchange
3 Sep 26$17,300Auction · Northlane
22 Jul 26$16,900Exchange
9 May 26$15,200Private
Grade 9.5 · last print$8,700 · 2 Oct · Exchange
Grade 9 · last print$4,900 · 29 Sep · Auction
Rules
⤢ ⋯
EligibilityVerified account · funds on deposit
SettlementVault-to-vault · same day
Fees2% each side · auctions 5% buyer
DisputesCondition report binds both sides
Your limits$50k per order · $150k per month
Tax lotsTracked per cert · 1099-B at year end
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶0:50
Collectibles · tradeA book per cert grade · same-day settlement
HomeHoldingsFunds · LP interests+⌘K search · Elena M.
Holdings / Funds · LP interests · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KCapital-call calendarK-1sAdd a fund
Data live · 09:41 ET3,109 indexed6EM
Commitments
$130.0M5 funds · 4 managers
Called
$82.6M63.5%unfunded $47.4M
NAV
$96.0M+6.4%QTD · manager marks
Distributed
$20.7MDPI 0.25×
TVPI
1.35×net · pooled
Next 90 days
−$2.2Mcalls $3.95M · dist. $1.8M
Fund interestsfund administrators · statements · Exchange-native
5 funds · Add a fund →⤢ ⋯
FundTypeCommitCalledNAVTVPIIRRNext eventK-1
Greyfell Buyout Fund III
Greyfell Capital · 2021
Buyout$40M
$35.2M1.42×16.8%30 OctK-1 ✓
Castellan Growth Fund IV
Castellan Growth Partners · 2022
Growth$30M
$26.1M1.38×19.2%24 OctK-1 ✓
Solace Ridge Credit II
Solace Ridge Partners · 2022
Credit$25M
$19.8M1.21×11.4%15 NovK-1 ✓
Harbor & Vale Fund II
Harbor & Vale Ventures · 2023
Venture$15M
$9.3M1.29×14.1%12 DecK-1 ✓
Pellbrook Growth II
Pellbrook Capital · 2025
Growth$20M
$5.6M0.93×-4.2%5 NovExpected Mar
ManagersGreyfell · Castellan · Solace Ridge · Harbor & Vale · Pellbrook — 4 of 5 report through portals
MarksManager NAV as reported · reconciled to capital-account statements · lag 45 days median
Calls vs distributions · $M by yearSourced
⤢ ⋯
202120222023202420252026
CalledDistributed
Net out of pocket−$61.9M cumulative · J-curve turning as Greyfell III distributes
Pooled net IRR15.2% since 2021 · TVPI 1.35×
Calls & distributions · next 90 daysSourced
⤢ ⋯
FundEventAmountDate
Castellan IVCall #9−$1.2M24 Oct
Greyfell IIIDistribution+$1.8M30 Oct
Pellbrook IICall #3−$2.0M5 Nov
Solace Ridge IIIncome+$0.3M15 Nov
Harbor & Vale IICall #6−$0.75M12 Dec
FundingUSDC $0.85M + Trust II cash · approved
Wire rulesBank details verified · changes need 2 approvers
By strategyDerived
⤢ ⋯
$96M
Buyout · $35.2MGrowth · $31.7MCredit · $19.8MVenture · $9.3M
Pacing$25–30M of commitments a year keeps the book at 25% of AUM
Reporting lag45 days median · Pellbrook 60
Reporting & alerts2
⤢ ⋯
Watch
Pellbrook II · Q2 report 18 days late
Reminder sent · statement expected this week
Info
Castellan IV · mark on Quillon changed
Up 8% · ties to the Series A price · reconciled
SourcesFund admin portals (3) · statements (1) · Exchange-native (1)
ExtractionStatements parsed · every figure cites a page
Greyfell III · Q3 capital account · parsed
11 Oct
Solace Ridge II · income notice · reconciled to bank
8 Oct
Harbor & Vale II · Q3 marks · Exchange-native
6 Oct
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶0:58
Funds · LP interestsCalls, distributions, NAV, K-1s across managers
HomeAutomations+⌘K search · Elena M.
Automations · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KRun log+ New automation
Data live · 09:41 ET3,109 indexed6EM
Running6 on
⤢ ⋯
WhenDoApprovalRuns · 30dOn
A sponsor report landsExtract NOI & occupancy · refresh the mark · flag variance > 5%Mark refresh auto · flags to you4
A K-1 arrivesRoute to the CPA and the tax center · tag the entityNone needed2
Monday 08:00Portfolio digest to the IC thread · marks, calls, flagsYou send4
A distribution notice arrivesReconcile to the bank within 3 days · else flagNone needed3
A watched company files a Form DAlert the deal channel · draft a note with size and investorsYou send1
A grader verifies a certPublish the listing at the reserve you setYou set the reserve once2
A capital call is due in 10 daysCheck cash in the entity · propose funding · draft the wire for approvalTwo approvers1
Build your own
“When Harborline posts a draw request, check it against the budget and put it in the Cedar Commons thread.”
Say it in words; the agent writes the trigger, the action and the approval step, and shows you a dry run before it goes live.
Suggested3
⤢ ⋯
When a portfolio company closes its month, pull the KPI pack and compare to budget; flag misses over 5%.
From: 6 companies connected · you open each pack by hand
Turn onNot now
Thirty days before a QSBS lot crosses five years, remind you and draft the CPA note.
From: 3 lots in the next year
Turn onNot now
When a GP you follow opens a data room, add the deck to your IC queue.
From: 2 raises followed
Turn onNot now
Rules
⤢ ⋯
ApprovalAnything that sends, signs or pays waits for a person
Dry runEvery new automation shows what it would have done last month
ScopeOnly your seat · only elected verticals
AuditEvery run logged with inputs and outputs
Off switchPause all · one tap
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
▶0:45
AutomationsSay it in words · approve once · audit log
Your firm's knowledge at work

An analyst that reads everything and cites everything.

Taidou lives in the quick-fire button on every screen. It reads only what your seat can see, answers with sources, drafts the memo, builds the matrix and suggests the automation — and waits for you.

Ask Taidoucites every answer
What should I look at before the Stillwater IC?
Three things. Your case returns 15.9% versus the sponsor's 18.8% — the gap is the exit cap (6.25% vs 6.00%) and the lease-up date. The sources-and-uses has a $2.0M gap funded from year-one operations that the rent roll does not yet support. And the rate cap expires Nov 2027, inside the hold.
⌕ Sponsor model v3 · p.4⌕ Rent roll · 30 Sep⌕ Term sheet · First Delta
Ask or hold to talk · “what changed overnight?”
Matrixdocuments × questions
DocumentRevenue recognitionChange of controlCustomer concentration
Board deck · Q3 2026ARR recognised monthly; annual prepay deferred ✓ p.12—Top customer 23% of ARR ✓ p.9
Audited financials · FY2025ASC 606 · ratable ✓ n.2 p.14—Two customers > 10% ✓ n.9 p.37
Customer contracts (12)Monthly in arrears (9) · annual prepay (3) ✓ §4Present in 2 of 12 · counterparties unnamed ? p.41 · p.77Castellan-referred logos 3 of 12 ✓ §1
Cap table export—Drag-along · 60% preferred ✓ row 44—
Employment & option agreements—Double-trigger acceleration · 4 execs ✓ p.6—
Add a question, it becomes a column. Unconfirmed cells go back to the company as questions.
Connected, not typedRead-only connections · reconciled nightly · every figure tagged Sourced, Reported, Derived or Modelled
StripeXeroQuickBooksNetSuiteMercuryPlaidGustoRipplingCartaPulleyDocuSignGoogle DriveSharePointDropboxFund administratorsQualified custodiansSEC EDGARCompanies HouseCard gradersAppraisers
Agentic by default

One agent, nine steps, one rule.

Agents draft, people decide. Here is where the agent works and where it stops.

01Onboardproposes a template
02Connectreconciles nightly
03Researchdrafts with citations
04Diligencereads every page
05Decidescores · never votes
06Executeprepares · never sends
07Monitorrefreshes marks
08Reportdrafts the letter
09Networksuggests · both opt in
HomeHow Exchange works+⌘K search · Elena M.
How Exchange works · agentic by default⌕ Search companies, investors, deals, people, widgets…⌘KAutomationsAsk Taidou
Data live · 09:41 ET3,109 indexed6EM
One agent, nine steps, one rule: agents draft, people decide.
Taidou lives in the quick-fire button, on every page (“Ask the page”), in threads and in alerts. It reads only what your seat can see, cites everything, and never sends, signs or moves money on its own.
Actions drafted · 30d
412
Approved by people
388
Sent on its own
0
Citations
100%
1 · Onboard
Agent
Reads your seat, entities and mandate · proposes a template · explains every screen
Today
Proposed the family-office template and explained the elect-in rule for Theo's seat.
Person
You choose the seat and approve the mandate
2 · Connect
Agent
Maps bank, billing, ledger, payroll, cap table, custody, fund-admin portals · reconciles nightly · tags every figure
Today
Mercury, Stripe, Xero, Gusto, Harbor Custody and three fund-admin portals · 0 breaks at 06:00.
Person
You grant each connection
3 · Research
Agent
Screens the 3,109 indexed companies, sponsors, funds and items against your thesis · drafts notes with citations
Today
Flagged Stillwater IV's year-one operating gap and drafted the sponsor-vs-your-case comparison.
Person
You pick what to watch
4 · Diligence
Agent
Reads every page of a data room · builds the matrix · runs comps and engines · drafts the memo
Today
Quillon room: 368 pages read, 42 answers, 3 unconfirmed → three questions drafted for the company.
Person
You confirm unconfirmed answers
5 · Decide
Agent
Scores against your mandate · shows what would change the view · logs the decision
Today
Scorecard 78 · suggested $1.5–2.0M at or below $4.25 · the IC votes Thursday.
Person
The IC decides · the agent never votes
6 · Execute
Agent
Prepares orders, subscriptions and commitments · checks limits, entity, accreditation
Today
Castellan call #9: funding proposed from USDC + Trust II cash · wire drafted for two approvers.
Person
A person submits · money never moves on its own
7 · Monitor
Agent
Refreshes marks from reports, appraisals, certs and custodians · flags variances · runs automations
Today
Harbor Square mark refreshed from the Q3 report · insurance renewal +9% flagged · 6 automations ran.
Person
You approve each automation once
8 · Report
Agent
Drafts LP letters, committee packs, tax notes, K-1 routing · every figure traced
Today
Meridian Endowment Q3 letter drafted · one paragraph flagged where the Quillon mark changed.
Person
You review and send
9 · Network
Agent
Suggests introductions from shared managers and lanes · drafts the note · typed until both accept
Today
Ashgrove Family Office suggested (storage co-investor, same manager) · note drafted, not sent.
Person
Both sides opt in
Where it lives
Quick-fire button (bottom right) · Ask the page · threads and channels · alerts · the inbox · voice on mobile
What it knows
Your seat and only your seat · entities, mandates, policies · connected systems · the data rooms you are in
What it never does
Send a message · sign · move money · change a limit · reveal a name before both sides accept · guess a number (blank beats a guess)
How you steer it
Approve automations once · correct a draft and it learns the voice · mute suggestions by topic · full audit log
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
The agent map
What the agent does at each step, and what a person approves.
HomeAutomations+⌘K search · Elena M.
Automations · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KRun log+ New automation
Data live · 09:41 ET3,109 indexed6EM
Running6 on
⤢ ⋯
WhenDoApprovalRuns · 30dOn
A sponsor report landsExtract NOI & occupancy · refresh the mark · flag variance > 5%Mark refresh auto · flags to you4
A K-1 arrivesRoute to the CPA and the tax center · tag the entityNone needed2
Monday 08:00Portfolio digest to the IC thread · marks, calls, flagsYou send4
A distribution notice arrivesReconcile to the bank within 3 days · else flagNone needed3
A watched company files a Form DAlert the deal channel · draft a note with size and investorsYou send1
A grader verifies a certPublish the listing at the reserve you setYou set the reserve once2
A capital call is due in 10 daysCheck cash in the entity · propose funding · draft the wire for approvalTwo approvers1
Build your own
“When Harborline posts a draw request, check it against the budget and put it in the Cedar Commons thread.”
Say it in words; the agent writes the trigger, the action and the approval step, and shows you a dry run before it goes live.
Suggested3
⤢ ⋯
When a portfolio company closes its month, pull the KPI pack and compare to budget; flag misses over 5%.
From: 6 companies connected · you open each pack by hand
Turn onNot now
Thirty days before a QSBS lot crosses five years, remind you and draft the CPA note.
From: 3 lots in the next year
Turn onNot now
When a GP you follow opens a data room, add the deck to your IC queue.
From: 2 raises followed
Turn onNot now
Rules
⤢ ⋯
ApprovalAnything that sends, signs or pays waits for a person
Dry runEvery new automation shows what it would have done last month
ScopeOnly your seat · only elected verticals
AuditEvery run logged with inputs and outputs
Off switchPause all · one tap
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Automations
Say it in words; approve once; every run is logged.
One terminal, every seat

You see your seat. Only your seat.

Personal is the accredited investor's own seat — angels included — and never sees a fund's workspace. A PE firm sees only its own. A VC sees VC and the syndicates it runs. A family office can see everything — and elects into each vertical, person by person.

Personal · accreditedOwn holdings, syndicate invitations, lanes, network. Never PE, VC or family-office workspaces.See the home →PE firmFunds, portfolio ops, LPs, co-invest. Nothing else.See the home →VC firmFunds, dealflow, portfolio — and the syndicates it runs.See the home →Family officeEverything, elected in per vertical by an approver, for named people.See the home →
HomeSettings · Seats & visibility+⌘K search · Elena M.
Settings / Seats & visibility⌕ Search companies, investors, deals, people, widgets…⌘KRequest another seatElect into a vertical
Data live · 09:41 ET3,109 indexed6EM
Who sees whatPolicy
Seats are per person · a partner at a VC can also hold a Personal seat⤢ ⋯
SeatPersonalSyndicateVCPEFamily officeFunds · LP interestsCryptoReal estateCollectiblesNetwork
Personal · accredited investor · angel✓ Own onlyInvite only———✓ Own only✓ Own only✓ Own only✓ Own only✓ Sees
Syndicate · angel syndicate · investment group✓ Own only✓ Sees———————✓ Sees
VC firm—✓ Sees✓ Sees——————✓ Sees
PE firm———✓ Sees—————✓ Sees
Family officeElect inElect inElect inElect in✓ SeesElect inElect inElect inElect in✓ Sees
Endowment · fund of funds—————✓ SeesElect inElect in—✓ Sees
A seat is granted per person by a Taidou principal. “Own only” means the person sees their own holdings and deals, never another workspace. “Invite only” opens when a syndicate invites you. “Elect in” is switched on per vertical by the workspace approver, for named people.
Personal · accredited investor · angelOwn + invites
Sees only their own portfolio. Can be invited into a syndicate (angel syndicate or investment group); never sees PE, VC or family-office workspaces.
PersonalSyndicate · inviteFunds · LP interestsCryptoReal estateCollectiblesNetwork
ExampleElena as an angel: her own holdings, Kestrel's deals, nothing of Harbor & Vale
HomeWelcome · Personal →
Syndicate · angel syndicate · investment groupDeals as SPVs
Runs deals as SPVs for invited members. Members keep their Personal seat.
PersonalSyndicateNetwork
ExamplePriya runs Kestrel: SPVs, 48 members, the group channel
HomeSyndicate home →
VC firmVC + syndicates
Sees VC and syndicate groups only. A partner can hold a separate Personal seat.
SyndicateVCNetwork
ExampleA Harbor & Vale partner: Fund II, dealflow, Kestrel deals
HomeWelcome · VC →
PE firmOwn firm only
Sees only the firm's funds, portfolio, LPs and co-invest vehicles.
PENetwork
ExampleA Greyfell partner: Funds III–IV, portfolio ops, LPs
HomeWelcome · PE →
Family officeEverything · elect in
Can see everything, but elects into each vertical; an approver turns each one on for named people.
Personal · electSyndicate · electVC · electPE · electFamily officeFunds · LP interests · electCrypto · electReal estate · electCollectibles · electNetwork
ExampleOrrin: nine verticals, each switched on per person by Elena
HomeWelcome · Family office →
Endowment · fund of fundsFunds + network
Fund reporting, LP interests and GPs raising; elects into crypto and real estate.
Funds · LP interestsCrypto · electReal estate · electNetwork
ExampleMeridian Endowment: fund reporting, GPs raising, elected into real estate
HomeEndowment home →
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Seats & visibility
The policy, as a matrix.
Every private asset

Startups today. Real estate, collectibles, crypto and fund interests on the same terminal.

Same chrome, same provenance tags, same order flow. The welcome home shows AUM across every line you hold.

HomeLanes+⌘K search · Elena M.
Lanes · all asset classes⌕ Search companies, investors, deals, people, widgets…⌘K
StartupsReal estateCollectibles
Add a lane
Data live · 09:41 ET3,109 indexed6EM
StartupsLive
$212.4Mexposure
Real estateOpens next
$44.6Mexposure
Sports cardsOpens next
$40kexposure
MemorabiliaOpens next
$210kexposure
WatchesOpens next
$160kexposure
Art · wine · carsLater
—not yet open
One page shape for every asset
Same chrome, same provenance tags, same order flow⤢ ⋯
StartupsReal estateSports cardsMemorabiliaWatches
IdentityCompany · filingsProperty · sponsorCard · cert numberItem · chain of custodyReference · serial
VerificationConnected systemsAppraisal · rent roll · bankGrader cert · pop reportPhoto-match · LOAService record · box & papers
PriceRounds · blocksAppraisals · NOI · compsSales · auctions · bookSales · auctionsDealer · auction · book
CustodyCap tableTitle · vehicle unitsVault · insuredVault · insuredVault · insured
ActInvest · bid · poolCommit · co-investBuy · bid · consignBuy · bid · consignBuy · bid · consign
DocumentsData roomDeal room · K-1sCert · provenanceLOA · provenancePapers · service
ReportingConnected metricsQuarterly · appraisalsPop report · indexIndexIndex · dealer asks
Exposure by lane · Orrin Family OfficeSourced
⤢ ⋯
$257M
Startups · $212.4MReal estate · $44.6MSports cards · $40kMemorabilia · $210kWatches · $160k

Collectibles are held through the Taidou vault; real estate through sponsor vehicles and one direct asset.

What opens when
⤢ ⋯
Startups 3,109 companies indexed · verified listings, desks, SPVs
Live
Real estate Sponsor deals, vehicles, distributions, appraisals
Opens next
Sports cards Graded cards · pop reports · sales history · vault
Opens next
Memorabilia Game-worn, signed, milestone items · provenance chain
Opens next
Watches References, condition, box & papers, service history
Opens next
Art · wine · cars Same page shape: provenance, condition, custody, comps
Later
Lane calendar · next 30 days
⤢ ⋯
Harbor Square · Q3 distribution
Real estate
28 Oct
Reyes 500th HR ball · auction closes
Memorabilia
24 Oct
Quillon · secondary window opens
Startups
3 Nov
Castellane Perpetual · dealer offer expires
Watches
21 Oct
Cedar Commons · draw #7
Real estate
5 Nov
Vault inspection · quarterly
Collectibles
2 Jan
Policy by laneDerived
⤢ ⋯
LanePolicyActual
Startups≤ 70%82.6% Over
Real estate≤ 25%17.3%
Collectibles≤ 5%0.2%
Single sponsor≤ 10%6.1%
Single asset≤ 5%3.2%

Mandates apply per lane and per entity; the check runs nightly.

Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Lanes
What is live, what opens next.
HomeHoldingsCrypto+⌘K search · Elena M.
Holdings / Crypto · Orrin Ventures LLC⌕ Search companies, investors, deals, people, widgets…⌘KConnect an accountTax lotsExport (with provenance)
Data live · 09:41 ET3,109 indexed6EM
Crypto
$8.2M+2.9%24h · 2.1% of AUM
Cost basis
$5.8Munrealised +$2.39M
Staking income · YTD
$48,200ETH · 3.1% APR
In qualified custody
79%Harbor Custody
Policy limit
≤ 5%of AUM · 2.1% used
Prices
LiveKeel · Harbor · 09:41
Holdingscustodian · exchange · chain
⤢ ⋯
AssetQuantityPriceValueUnrealisedWhere
BTCBitcoin
38.5$120,000$4.62M+$1.71MHarbor Custody
ETHEther
620$3,726$2.31M+$0.57MHarbor Custody
USDCUSD Coin
850,000$1$0.85M+$0.00MKeel Exchange
SOLSolana
2,400$175$0.42M+$0.11MHardware wallet
$0.0M$2.5M$5.0M$7.6M$10.1MNov 24Mar 25Jul 25Nov 25Mar 26Oct 26$8.2M
AccountsSourced
⤢ ⋯
Harbor Custody
Qualified custodian · API
$6.44M
Connected
Keel Exchange
Exchange · read-only key
$1.33M
Connected
Hardware wallet · view-only
xpub · no keys held
$0.43M
Connected
KeysNever held by Taidou · read-only APIs and view-only xpubs
ReconciliationBalances vs chain · nightly · 0 breaks
AllocationDerived
⤢ ⋯
$8.2M
BTC · 56%ETH · 28%USDC · 10%SOL · 5%
ConcentrationBTC 56% · policy ≤ 60%
Stablecoins10% · earmarked for calls
Tax lots · FIFOcost basis
⤢ ⋯
AssetLotQtyCostHeldStatus
BTCMar 2320.0$27,4003y 7mLong-term
BTCJan 2518.5$94,1001y 9mLong-term
ETHJun 24620$2,8102y 4mLong-term
SOLFeb 262,400$1288mShort-term
Lots route to the tax center with the CPA · 1099-DA on file from Keel
Policy & riskDerived
⤢ ⋯
Limit≤ 5% of AUM · 2.1% used
Custody rule≥ 75% in qualified custody · 79%
Drawdown · 30d−12.4% worst · within tolerance
Liquidity$1.7M in 1 day · $8.2M in 3 days
ApprovalsTrades above $250k · two approvers
Activity
⤢ ⋯
ETH staking reward · 0.42 ETH
Today
Reconciled · 3 accounts · 0 breaks
06:00
USDC moved to Keel for Castellan call #9
10 Oct
BTC price alert · +5% day
7 Oct
Harbor Custody · attestation received
1 Oct
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Crypto
Custodians, exchanges and wallets — read-only, reconciled to chain.
HomeHoldingsFunds · LP interests+⌘K search · Elena M.
Holdings / Funds · LP interests · Orrin Family Office⌕ Search companies, investors, deals, people, widgets…⌘KCapital-call calendarK-1sAdd a fund
Data live · 09:41 ET3,109 indexed6EM
Commitments
$130.0M5 funds · 4 managers
Called
$82.6M63.5%unfunded $47.4M
NAV
$96.0M+6.4%QTD · manager marks
Distributed
$20.7MDPI 0.25×
TVPI
1.35×net · pooled
Next 90 days
−$2.2Mcalls $3.95M · dist. $1.8M
Fund interestsfund administrators · statements · Exchange-native
5 funds · Add a fund →⤢ ⋯
FundTypeCommitCalledNAVTVPIIRRNext eventK-1
Greyfell Buyout Fund III
Greyfell Capital · 2021
Buyout$40M
$35.2M1.42×16.8%30 OctK-1 ✓
Castellan Growth Fund IV
Castellan Growth Partners · 2022
Growth$30M
$26.1M1.38×19.2%24 OctK-1 ✓
Solace Ridge Credit II
Solace Ridge Partners · 2022
Credit$25M
$19.8M1.21×11.4%15 NovK-1 ✓
Harbor & Vale Fund II
Harbor & Vale Ventures · 2023
Venture$15M
$9.3M1.29×14.1%12 DecK-1 ✓
Pellbrook Growth II
Pellbrook Capital · 2025
Growth$20M
$5.6M0.93×-4.2%5 NovExpected Mar
ManagersGreyfell · Castellan · Solace Ridge · Harbor & Vale · Pellbrook — 4 of 5 report through portals
MarksManager NAV as reported · reconciled to capital-account statements · lag 45 days median
Calls vs distributions · $M by yearSourced
⤢ ⋯
202120222023202420252026
CalledDistributed
Net out of pocket−$61.9M cumulative · J-curve turning as Greyfell III distributes
Pooled net IRR15.2% since 2021 · TVPI 1.35×
Calls & distributions · next 90 daysSourced
⤢ ⋯
FundEventAmountDate
Castellan IVCall #9−$1.2M24 Oct
Greyfell IIIDistribution+$1.8M30 Oct
Pellbrook IICall #3−$2.0M5 Nov
Solace Ridge IIIncome+$0.3M15 Nov
Harbor & Vale IICall #6−$0.75M12 Dec
FundingUSDC $0.85M + Trust II cash · approved
Wire rulesBank details verified · changes need 2 approvers
By strategyDerived
⤢ ⋯
$96M
Buyout · $35.2MGrowth · $31.7MCredit · $19.8MVenture · $9.3M
Pacing$25–30M of commitments a year keeps the book at 25% of AUM
Reporting lag45 days median · Pellbrook 60
Reporting & alerts2
⤢ ⋯
Watch
Pellbrook II · Q2 report 18 days late
Reminder sent · statement expected this week
Info
Castellan IV · mark on Quillon changed
Up 8% · ties to the Series A price · reconciled
SourcesFund admin portals (3) · statements (1) · Exchange-native (1)
ExtractionStatements parsed · every figure cites a page
Greyfell III · Q3 capital account · parsed
11 Oct
Solace Ridge II · income notice · reconciled to bank
8 Oct
Harbor & Vale II · Q3 marks · Exchange-native
6 Oct
Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%Quillon$4.25▲ +3.5%Aerolith$11.60▲ +1.2%Halvern Health$3.10▼ −1.8%Sablewood Energy$9.80▲ +0.6%Meridian Loom$3.60▲ +2.1%Corvid Labs$1.40▲ +6.9%Pellucid$5.20▼ −0.4%Tessaline$0.75— 0.0%Brightwater Labs$1.10▲ +1.0%Orison Mobility$8.20▼ −2.6%Fathomline$2.90▲ +0.8%Veridia$1.55▲ +4.1%Solenne$0.90▼ −3.3%Ironvale$14.30▲ +0.3%Nimbus Freight$2.40▲ +1.9%Cobalt Forge$1.75▲ +2.4%
Reference prices · 16 of 3,109 on tapeProvenance onTue 14 Oct 2026 · 09:41 ET
Funds · LP interests
Fund-of-funds view: calls, distributions, NAV, K-1s.

See it on your own numbers

Access is approved by a Taidou principal. Bring one data room, one fund statement or one property — the agent does the rest, and you decide.

Request accessSign in
Exchange by Taidou

Private markets, verified at the source.

One page per company — financials from its own systems, a price with its history — and the ability to invest, sell, pool and co-invest from it.

Request accessSee a listing
Quillon✓ Verified
Payments orchestration and treasury rails for B2B marketplaces.
Reference price
$4.25
Last round
Series A · $86M post
ARR
$6.8M
NRR
128%
Nov 25Jan 26Mar 26May 26Jul 26Oct 26$4.25
Companies indexed3,109
Quillon
Fintech infrastructure · Series A
$4.25
▲ +3.5%
Payments orchestration and treasury rails for B2B marketplaces.
Aerolith
Aerospace materials · Series B
$11.60
▲ +1.2%
Ceramic-matrix composites for hypersonic and reusable airframes.
Halvern Health
HealthTech · Series A
$3.10
▼ −1.8%
Remote cardiac monitoring with clinician-grade triage.
Sablewood Energy
Grid storage · Series B
$9.80
▲ +0.6%
Long-duration iron-flow storage for utility-scale grids.
Meridian Loom
Supply-chain AI · Series A
$3.60
▲ +2.1%
Demand sensing and inventory orchestration for mid-market retail.
The platform

One verified page per company. Everything happens on it.

1
Find any company
Search by name, sector, stage, verification — or ask a question.
2
A price with a history
Every point links to the event behind it.
3
Invest, sell, pool, co-invest
Primaries, secondaries, SPVs and co-investment on the page.
4
Your workspace
Layouts, dashboards, messages and connections — desktop and phone.
For every side
Investors
Research, round books, blocks, vehicles, portfolio, legal, tax.
Founders & startups
Connect once; a listing, a deck and updates that stay current; raise and liquidity.
Family offices & allocators
Entities, mandates, marks from sourced events, K-1s to the right CPA.
Syndicates & funds
Deals as SPVs, members, pooled bids, LPs and calls.

Request access

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