SANDBOX MODE — SIMULATION ACTIVE

Sat, Mar 7, 2026

LIVE

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$570K

Current Book Value$190K

VaultKit — Current Position

Acquired$95K

Current Value$190K

Ownership90%

Revenue (ARR)$148K

EBITDA Margin-41.9%

Health Score41/100

Selling VaultKit at this price locks in a 6.00x MOIC — strong return. Net proceeds of $428K after estimated taxes.

Gross Proceeds

$513K

B&H share (90%)

Net Proceeds

$428K

After ~20% cap gains

Gain / Loss

+$428K

+500.0% return

Exit MOIC

6.00x

on invested capital

Firm MOIC Impact

Before

4.03x

After

4.74x

+0.71

Key Insights

Cost basis: $86K → Sale proceeds: $513K

Estimated capital gains tax (20%): $86K

Portfolio concentration drops from 4.8% to 0%

Firm MOIC shifts from 4.03x to 4.74x

Freed capital of $428K can be redeployed into 1-2 new acquisitions

Portfolio Concentration — VaultKit

Before4.8%

After0.0%