INTULeader
Intuit
P1 RecordsP3 OwnershipP4 Verbs
P1 P2 P3 P4 P5
Shares
0.5897
Cost
$406.99
$240.00
Latest
$354.90
$209.28
P&L-$30.72 · -12.80%
4 signals · last 14d · P1 Records · highest conviction+4
Portfolio›Bucket 07
SMB finance
AP, AR, books — durable, compliant, queryable. Every SMB agent will be writing through one of these spines.
$511.08 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
$50.67
$165.84
P&L$35.84 · +27.57%
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
$7.17
$135.96
P&L$40.96 · +43.11%