NAV$136.96M
Invested$122.65M
Distributions$23.66M
TVPI1.31x
Active positions37
Private-markets monitor

Vantage Point Analytics

Everything that has happened with this deal, newest first — the updates, calls and financials they've sent, and the money that's come back.

Events
32
on the record
Documents
31
29 read & summarised
Distributions
0
cash returned
Invested
$3.00M
2021-12-01
Current value
$5.25M

History

32 shown
2026
09-30 Vantage Point on plan in September 2026 Financials 5 figures
Revenue of $1.96M was in line with the $2.01M budget, up 26% on a year earlier. EBITDA of $61K (3% margin) was on plan. Nothing in the package changes the full-year view.
08-31 Vantage Point: August 2026 revenue 5% short of budget Financials 5 figures
Revenue of $1.87M was 5% behind the $1.96M budget, up 24% on a year earlier. EBITDA of $54K (3% margin) was 8% short of plan. Management puts the gap down to timing and keeps the full-year plan.
07-31 Vantage Point a little behind plan in July 2026 Financials 5 figures
Revenue of $1.83M was 5% behind the $1.92M budget, up 28% on a year earlier. EBITDA of $57K (3% margin) was on plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
06-30 Vantage Point: June 2026 in line with budget Financials 5 figures
Revenue of $1.89M was in line with the $1.88M budget, up 35% on a year earlier. EBITDA of $51K (3% margin) was 9% short of plan. No changes to the team or the capital structure.
05-31 Vantage Point a little behind plan in May 2026 Financials 5 figures
Revenue of $1.78M was 3% behind the $1.84M budget, up 24% on a year earlier. EBITDA of $59K (3% margin) beat plan by 6%. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
04-30 Vantage Point: April 2026 revenue 3% short of budget Financials 5 figures
Revenue of $1.74M was 3% behind the $1.80M budget, up 24% on a year earlier. EBITDA of $48K (3% margin) was 11% short of plan. Management puts the gap down to timing and keeps the full-year plan.
03-31 Vantage Point churns a mid-sized account Financials 5 figures
One account worth about 3% of revenue did not renew after an acquisition; net retention for the cohort stays above 100%. Revenue of $1.72M was in line with the $1.76M budget, up 28% on a year earlier. EBITDA of $57K (3% margin) beat plan by 7%.
02-28 Vantage Point a little behind plan in February 2026 Financials 5 figures
Revenue of $1.65M was 4% behind the $1.72M budget, up 26% on a year earlier. EBITDA of $51K (3% margin) was on plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
01-31 Vantage Point on plan in January 2026 Financials 5 figures
Revenue of $1.68M was in line with the $1.69M budget, up 34% on a year earlier. EBITDA of $54K (3% margin) beat plan by 6%. Nothing in the package changes the full-year view.
01-14 Vantage Point 2026 budget approved: revenue $22.9M Financials
The board-approved 2026 budget plans revenue of $22.9M, 31% above 2025's actual revenue, and EBITDA of $686K, a 3% margin.
2025
12-31 Vantage Point on plan in December 2025 Financials 5 figures
Revenue of $1.66M was in line with the $1.65M budget, up 35% on a year earlier. EBITDA of $54K (3% margin) beat plan by 8%. Nothing in the package changes the full-year view.
12-31 Vantage Point FY2025 audit: clean opinion Financials
The auditors issued an unqualified opinion on FY2025. Audited revenue of $17.5M and EBITDA of $525K agree with the monthly packages to within 0.1%; no adjustments were booked.
12-31 Tax document Tax document
11-30 Vantage Point: November 2025 revenue 4% short of budget Financials 5 figures
Revenue of $1.55M was 4% behind the $1.61M budget, up 27% on a year earlier. EBITDA of $45K (3% margin) was 8% short of plan. Management puts the gap down to timing and keeps the full-year plan.
10-31 Vantage Point on plan in October 2025 Financials 5 figures
Revenue of $1.60M was in line with the $1.58M budget, up 31% on a year earlier. EBITDA of $50K (3% margin) beat plan by 6%. Nothing in the package changes the full-year view.
09-30 Vantage Point signs a regional grocery chain Financials 5 figures
A 90-store grocery chain signed a multi-year licence, the largest new logo of the year. Revenue of $1.56M was in line with the $1.55M budget, up 30% on a year earlier. EBITDA of $45K (3% margin) was on plan.
08-31 Vantage Point on plan in August 2025 Financials 5 figures
Revenue of $1.51M was in line with the $1.51M budget, up 6% on the prior month. EBITDA of $47K (3% margin) was on plan. Nothing in the package changes the full-year view.
07-31 Vantage Point: July 2025 revenue 3% short of budget Financials 5 figures
Revenue of $1.43M was 3% behind the $1.48M budget, up 2% on the prior month. EBITDA of $46K (3% margin) was on plan. Management puts the gap down to timing and keeps the full-year plan.
06-30 Vantage Point a little behind plan in June 2025 Financials 5 figures
Revenue of $1.39M was 4% behind the $1.45M budget, down 3% on the prior month. EBITDA of $42K (3% margin) was on plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
05-31 Vantage Point: May 2025 in line with budget Financials 5 figures
Revenue of $1.44M was in line with the $1.42M budget, up 3% on the prior month. EBITDA of $40K (3% margin) was 6% short of plan. No changes to the team or the capital structure.
04-30 Vantage Point on plan in April 2025 Financials 5 figures
Revenue of $1.41M was in line with the $1.39M budget, up 5% on the prior month. EBITDA of $40K (3% margin) was on plan. Nothing in the package changes the full-year view.
03-31 Vantage Point launches a demand-forecasting module Financials 5 figures
The forecasting module went live for twelve customers; it is priced as an add-on and is in most new proposals. Revenue of $1.34M was in line with the $1.36M budget, up 2% on the prior month. EBITDA of $38K (3% margin) was 7% short of plan.
02-28 Vantage Point: February 2025 in line with budget Financials 5 figures
Revenue of $1.31M was in line with the $1.33M budget, up 5% on the prior month. EBITDA of $40K (3% margin) was on plan. No changes to the team or the capital structure.
01-31 Vantage Point: January 2025 revenue 3% short of budget Financials 5 figures
Revenue of $1.25M was 3% behind the $1.30M budget, up 2% on the prior month. EBITDA of $39K (3% margin) was on plan. Management puts the gap down to timing and keeps the full-year plan.
01-20 Vantage Point 2025 budget approved: revenue $17.6M Financials
The board-approved 2025 budget plans revenue of $17.6M, 30% above 2024's actual revenue, and EBITDA of $528K, a 3% margin.
2024
12-31 Vantage Point a little behind plan in December 2024 Financials 5 figures
Revenue of $1.23M was 3% behind the $1.27M budget, up 1% on the prior month. EBITDA of $35K (3% margin) was 9% short of plan. The shortfall is concentrated in two accounts; management expects to recover it by year-end.
11-30 Vantage Point: November 2024 in line with budget Financials 5 figures
Revenue of $1.22M was in line with the $1.24M budget. EBITDA of $36K (3% margin) was on plan. No changes to the team or the capital structure.
10-31 Vantage Point on plan in October 2024 Financials 5 figures
Revenue of $1.22M was in line with the $1.22M budget, up 2% on the prior month. EBITDA of $36K (3% margin) was on plan. Nothing in the package changes the full-year view.
09-30 Vantage Point: September 2024 in line with budget Financials 5 figures
Revenue of $1.19M was in line with the $1.19M budget. EBITDA of $35K (3% margin) was on plan. No changes to the team or the capital structure.
01-19 Vantage Point 2024 budget approved: revenue $13.6M Financials
The board-approved 2024 budget plans revenue of $13.6M, 28% above 2023's actual revenue, and EBITDA of $407K, a 3% margin.
2021
12-01 Invested $3.00M
Undated
— Legal document Legal document

Every entry is a real record — click a filename to open the original in SharePoint. Documents in grey are on file but haven't been read yet, so they show as an event without a summary; run the extractor to fill them in. “Significant” marks an update that changes the investment case, as opposed to routine reporting.

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