SANDBOX MODE — SIMULATION ACTIVE

Sat, Mar 7, 2026

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Sandbox

SIMULATION MODE

Model scenarios. No real transactions. All projections are illustrative.

Portfolio Value

$3.93M

current

Firm MOIC

4.03x

blended

Capital Deployed

$975K

total

Select Company

Scenario Type

Parameters

Exit Multiple on Current Valuation3.0x

0.5x8.0x

Implied Sale Price$1.62M

Current Book Value$540K

ClearPath Digital — Current Position

Acquired$180K

Current Value$540K

Ownership60%

Revenue (ARR)$2.16M

EBITDA Margin16.0%

Health Score65/100

Selling ClearPath Digital at this price locks in a 9.00x MOIC — strong return. Net proceeds of $799K after estimated taxes.

Gross Proceeds

$972K

B&H share (60%)

Net Proceeds

$799K

After ~20% cap gains

Gain / Loss

+$864K

+800.0% return

Exit MOIC

9.00x

on invested capital

Firm MOIC Impact

Before

4.03x

After

5.27x

+1.24

Key Insights

Cost basis: $108K → Sale proceeds: $972K

Estimated capital gains tax (20%): $173K

Portfolio concentration drops from 13.7% to 0%

Firm MOIC shifts from 4.03x to 5.27x

Freed capital of $799K can be redeployed into 1-2 new acquisitions

Portfolio Concentration — ClearPath Digital

Before13.7%

After0.0%