Portfolio

Funds

Tenzing I

2018 · Harvesting
On track
TVPI
3.4×
DPI
1.6×
Net IRR
31%
BenchmarkTop decile
MedianTop decile
Top decile · ~4x · full liquidity by year 10

Tenzing II

2021 · Value creation
At risk
TVPI
1.9×
DPI
0.4×
Net IRR
22%
BenchmarkTop quartile
MedianTop decile
Top quartile · pull equity levers for extra growth

Tenzing III

2024 · Investing
On track
TVPI
1.2×
DPI
0.0×
Net IRR
14%
BenchmarkTop quartile
MedianTop decile
Deploy to plan · performing to underwriting

Tenzing IV

2027 · Fundraising
At risk
Raising now — Raise 3x cover by Jan 2026 · close within 6 months
Raise 3x cover by Jan 2026 · close within 6 months
Portfolio scorecard
7 companies · 4 escalated
CompanyEsc.LiquidityFinancialOrganicTargetCyberLeadershipProductDeliveryM&APeople
Saville
Assessment software
L2
Bannerflow
MarTech / creative
L2
Activ
Compliance SaaS
L1
Cardstream
Payments
Vantage
Data & analytics
Meridian
Vertical SaaS
Konftel
Comms hardware
L1
green amber redColumns ranked by impact (1 = highest) · hover a column for its definition

Saville

L2
Assessment software · Tenzing II
Off track
Liquidity#1
Financial Performance#2
Organic Growth#3
Target Returns#4
Cyber#5
Leadership#6
Product / Service#7
Delivery (Tech & Ops)#8
M&A Integration#9
People (eNPS)#10
Route to green
Financial PerformanceCEO · Dec 25
Diagnosis
Consistent month-on-month budget misses
Actions
Revenue action plan to recover in-year
Progress
Plan agreed; tracked monthly at board
Target impact
Budget delivered - revenue & EBITDA
Organic GrowthCEO · Dec 25
Diagnosis
OG currently -13%; PPC base underperformed & partner base degrading
Actions
4 revenue recovery actions (training / product roll-out / partner discount / consultancy)
Progress
Actions defined, tracked monthly at board
Target impact
Monthly improvement in OG rate into FY26 budget
CyberCTO · 30/09/2025
Diagnosis
Governance level partial
Actions
Interim CTO leading cyber risk committee
Progress
Good Q3 session; should move to green
Target impact
All cyber RAGs move to green
LeadershipInvestment lead · 30/08/2025
Diagnosis
Chair hire outstanding
Actions
Chair hired & onboarded
Progress
Final-stage interviews complete
Target impact
Chair in seat
Delivery (Tech & Ops)CTO/CEO · 30/08/25
Diagnosis
Tech delivery team under capacity; CS leadership
Actions
CTO hiring; fill 3 open tech roles
Progress
Roles advertised, pipeline tracked; roadmap on plan
Target impact
CTO onboarded; increased delivery velocity
Escalation triggers

Rules-based, mostly data-driven from the monthly submission. A breach fires the escalation level shown.

Organic revenue growthL1
Organic · Performance3 months consecutive decline
EBITDA margin %L1
Financial · Performance3 months consecutive decline
BudgetL1
Financial · Performance3 consecutive misses or YTD miss above threshold
CovenantsL2
Liquidity · PerformanceActual or forecast covenant breach
NPS / CSATL1
Product & Service · Performance3 months consecutive decline
Milestone compliance rateL1
Delivery & Tech · Performance3 months consecutive decline or significant forecast decline
eNPS / attritionL1
People · Performance3 months consecutive decline / increase
Reporting submissionL1 if late, 2 if missing
Financial Governance · ComplianceReported late / not reported in month
Annual statutory accountsL3
Financial Governance · ComplianceAccounts filed late
Audit reportL3
Financial Governance · ComplianceQualified, adverse or disclaimer opinion
Control risk report scoreL1
Cyber · ComplianceRed flags raised