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Dave Thornton

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This week across 12 portfolio companies.

Insights

4 across the portfolioAll insights

Mid-market decision cycles are lengthening across three companies

Three companies independently reported the same thing this quarter: mid-market buyers are taking longer to commit, with deals slipping past quarter end rather than being lost.

Hosting and infrastructure costs moved gross margin in opposite directions

Vantage Cloud lost 8 points of gross margin to hosting in the same quarter Ferro Analytics gained 5 from infrastructure optimisation.

European freight softness reaches a second portfolio company

Freight rates have now fallen for three consecutive quarters.

Activity

9 new since Friday

  • Q2 summary generated, Phase II timeline slip flagged inside it

    Meridian BioSciences
    Jul 27, 03:40 PM

  • Q2 summary generated from a 31 page pack

    Cascade Security
    Jul 27, 11:05 AM

  • Q2 pack chased with the founders, no response yet

    Brightloop Energy
    Jul 27, 09:20 AM

  • Q2 pack received three hours before the board meeting

    Solstice Payments
    Jul 27, 08:30 AM

  • Runway fell to 5.3 months, from 6.4 at Q1

    Lumen Logistics
    Jul 26, 02:10 PM

  • Status set to off plan by Lawrence

    Lumen Logistics
    Jul 26, 02:10 PM
8 earlier

News

3 alerts this cycle

All news

  • Vantage Cloud closes Series C led by Northgate Ventures

    Vantage CloudTechCrunch
    Jul 24

  • Regulator grants fast-track designation to competing therapy

    Meridian BioSciencesBioPharma Dive
    Jul 17

  • Cascade Security lands European tier-1 banking client

    Cascade SecurityInfosecurity Magazine
    Jul 15

  • European freight rates soften for a third consecutive quarter

    Lumen LogisticsJournal of Commerce
    Jul 11

  • Payroll consolidator signals appetite for HR tooling acquisitions

    Trellis HRReuters
    Jul 8

Board meetings

2 packs outstanding

9 more meetings

Insights and news are placeholders: neither has a source anywhere in the system, and no news provider is connected. Board meeting dates are placeholders too, because the backend has no meeting field. Half the activity feed is real, derived from when packs arrived; the entries naming a person or a metric movement are not.