INTULeader
Intuit
P1 RecordsP3 OwnershipP4 Verbs
P1 P2 P3 P4 P5
Shares
0.5897
Cost
$406.99
$240.00
Latest
$359.30
$211.88
P&L-$28.12 · -11.72%
10 signals · last 14d · P1 Records · highest conviction+2−3
Portfolio›Bucket 07
SMB finance
AP, AR, books — durable, compliant, queryable. Every SMB agent will be writing through one of these spines.
$507.82 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
$49.23
$161.13
P&L$31.13 · +23.94%
4 signals · last 14d · P4 Structural verbs · lead read−2
PAYODark Horse
Payoneer
P1 RecordsP3 Ownership
P1 P2 P3 P4 P5
Shares
18.9621
Cost
$5.01
$95.00
Latest
$7.11
$134.82
P&L$39.82 · +41.92%
2 signals · last 14d