KOLLIED

Pulse

Your fund at a glance β€” returns and dry powder, the Compounding Test, signal health, and what needs you first.

Nordic pre-seed/seed generalist evaluating Skriptr (advisor dogfood)

Your mandate Β· thesis: 2 claims on clocks

Edit your Context Card β†’
Demo Β· seed-data: Your mandate, capitals and the queue preview are read from your live fund. The signal health is read-surfaced from the Growth diagnosis (M1–M3) β€” illustrative until that engine is connected.

Fund returns

Realised + unrealised β€” the lagging read your LPs track.

NAV
NOK 122M
portfolio fair value
TVPI
1.9Γ—
vs 1.6Γ— target
DPI
0.4Γ—
realised
Net IRR
22%
Gross MOIC
2.1Γ—

Capital & pacing β€” Nordic Seed Fund I

Committed β†’ deployed β†’ reserved β†’ dry powder, from this fund's own record.

Committed
NOK 150M
fund size
Deployed
NOK 5.5M
2 positions
Reserved
NOK 30M
follow-on
Dry powder
NOK 114.5M
after reserves
Signal health across the cycle
1Stop3Bigger problem10Minor6Healthy

Read-surfaced from the cycle β€” signals are consumed here, not created. Every step strip carries its source (glass-box).

The four capitals

Compounding Test Β· portfolio-aggregated β€” Judgment stays empty by design until a decision resolves.

Access62
Trust71
Judgmentβ€”
measurable from Q1 via validation clocks
Coherence68

Pipeline this quarter

Source β†’ Select β€” a clean taper; the Steward leg picks up after the gate.

Sourced18
Screened7
In DD3
Compounding test Β· Q2 2026 β€” Access 62 β–² Β· Trust 71 β–² Β· Judgment β€” Β· Coherence 68 β–² Β· three up since Q1; Judgment pending its first resolved decision.
What needs you firstOpen Decisions β†’
Skriptr AS
Recommended after dd β€” awaiting the IC sign-off at the gate.
Gate Β· step 5
Skriptr AS β€” Predecessor-history reconciliation fails: the ~12-18 month operating history and ~150-iteration / ~150-paying-user claims do not survive register/contract verification (JUVO student-company IP, user base or revenue did not cleanly transfer to the ~6-month-old AS), invalidating the seed-stage read.
Due in 39 day(s) β€” 2026-09-14. Revalidate or resolve.
Due soon Β· step 8
Skriptr AS β€” Valuation/cap-stack overhang kills the next round: the ~NOK 90-100M post (10x an unachieved NOK 1M ARR, ~90-250x current revenue) plus undocumented Antler-affiliated convertible terms create a cap table later investors will not clear without a reset.
Due in 39 day(s) β€” 2026-09-14. Revalidate or resolve.
Due soon Β· step 8