INTULeader
Intuit
P1 RecordsP3 OwnershipP4 Verbs
P1 P2 P3 P4 P5
Shares
0.5897
Cost
$406.99
$240.00
Latest
$352.10
$207.63
P&L-$32.37 · -13.49%
3 signals · last 14d · P1 Records · highest conviction+3
Portfolio›Bucket 07
SMB finance
AP, AR, books — durable, compliant, queryable. Every SMB agent will be writing through one of these spines.
$506.13 current · $465.00 cost
SMB finance
BILLChallenger
Bill
P1 RecordsP2 State machineP5 History
P1 P2 P3 P4 P5
Shares
3.2729
Cost
$39.72
$130.00
Latest
$49.72
$162.73
P&L$32.73 · +25.18%
2 signals · last 14d · P4 Structural verbs · highest conviction+2
PAYODark Horse
Payoneer
P1 RecordsP3 Ownership
P1 P2 P3 P4 P5
Shares
18.9621
Cost
$5.01
$95.00
Latest
$7.16
$135.77
P&L$40.77 · +42.91%