O
Operations Agent · post-investment
Watching 8 portcos · 2 risk flags open · 1 update requests drafted
NowReconciling Halo OS Apr update against board model · concentration shift detected on top 2 logos
Connectors live
stripe
slack
calendar
gmail
stripeslackcalendargmailUpdate on time
5 / 8
3 late, 0 missing
Portfolio ARR
$4.6M
+18% QoQ
Avg runway
14.2 mo
−1.1 mo QoQ
Risk flags
2
0 ack · 2 open
Drafts pending
1
awaiting send
Portfolio companies
Company
Latest metric
Cadence
Status
Stratus Cloud
Invested Aug 2024 · Series A
$1.4M
Apr update in
received May 4
on cadence
Beacon Health
Invested Feb 2025 · Seed
$620k
Apr update in
received May 7
on cadence
Halo OS
Invested Sep 2024 · Seed
$880k
Apr update in
received May 9
needs review
Shift Robotics
Invested Jan 2026 · Pre-seed
$310k
Apr update in
received May 5
on cadence
Lumen Press
Invested Jun 2024 · Seed
$540k
Apr update late
draft sent May 11
follow-up
Pace Analytics
Invested Apr 2025 · Seed
$430k
Apr update in
received May 6
on cadence
Bolt Forge
Invested Mar 2025 · Seed
$290k
Apr update in
received May 8
on cadence
Mosaic Vision
Invested Nov 2025 · Pre-seed
$120k
May update late
reminder draft ready
follow-up
Risk flags
Halo OSneeds review
Two consecutive flat months on ARR · Two consecutive flat months on ARR following 18 months of monotonic growth. Founder cited 'longer enterprise cycles' in last update; no churn data shared. Concentration: 58% of ARR in two logos.
Apr 2026 founder update · auto-detected May 9
Lumen Pressmissing data
April update missing burn data · April update arrived 11 days late with no monthly burn line. Last burn figure on file is from Feb 2026. Runway is reported but not derivable without burn.
Apr 2026 update · auto-detected May 11
Drafted update requestsOperations
To: Aria Banerjee, founder
draft, not sentHi Aria,
Just a quick note that we'd love to get the May update for the LP recap we are putting together. Last we heard, the team had crossed the third design partner and was about to send the contract. Anything notable on growth, hiring, or runway since then is welcome.
No pressure on format. The questionnaire is in the portal if useful.
Thanks,
S. Patel · Veridian Capital
Drafted May 19, 17:42 · cited from Apr 2026 update + last call notes