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Nik Legge Portfolio
Invests via CIBC Capital Markets (Europe) S.A. | Managed by Nik Legge
Invests via CIBC Capital Markets (Europe) S.A.
Managed by Nik Legge
Automatically Tracked
Fintech and marketplace entrepreneur and investor with operational and capital-markets experience, Nik Legge has built and scaled consumer-facing platforms and B2B SaaS businesses while leading product, growth and fundraising efforts. Known for hands-on operator leadership, strategy execution and investor relations, he focuses on early-growth companies across financial services, payments and digital assets. Active in board and advisory roles, he brings deal structuring and go-to-market expertise to venture and growth-stage portfolios.
Fintech and marketplace entrepreneur and investor with operational and capital-markets experience, Nik Legge has built and scaled consumer-facing platforms and B2B SaaS businesses while leading product, growth and fundraising efforts. Known for hands-on operator leadership, strategy execution and investor relations, he focuses on early-growth companies across financial services, payments and digital assets. Active in board and advisory roles, he brings deal structuring and go-to-market expertise to venture and growth-stage portfolios.
Investment Philosophy & Strategy
Prefers concentrated, early-growth stakes in fintech, marketplaces and digital-assets businesses where product-led growth and payments primitives create defensible unit economics. Emphasizes hands-on capital: operational support on product, go-to-market and fundraising to accelerate scaling; structures deals with staged capital and milestone-based tranches to manage downside. Horizon is multi-year growth exit or strategic sale, risk-managed via active board governance, tight KPIs, and focus on revenue traction, retention and regulatory-readiness.
Prefers concentrated, early-growth stakes in fintech, marketplaces and digital-assets businesses where product-led growth and payments primitives create defensible unit economics. Emphasizes hands-on capital: operational support on product, go-to-market and fundraising to accelerate scaling; structures deals with staged capital and milestone-based tranches to manage downside. Horizon is multi-year growth exit or strategic sale, risk-managed via active board governance, tight KPIs, and focus on revenue traction, retention and regulatory-readiness.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.41%
Gain +0.46%
Monthly
1.43%
Yearly
18.57%
Drawdown
27.01%
$715.27M
Equity
Holdings
$715.27M
Investment
$558.12M
$157.16M
Profit +$3.36M
Realized
$0
Unrealized
$157.16M
Dividends
$7,547.16
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.46%
Profit
$3.36M
Win %
50%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$3.52M
Win %
50%
This Month
Compared to last month
Gain
-0.49%
Profit
-$3.52M
Win %
50%
This Year
Compared to last year
Gain
22.49%
Profit
$131.35M
Win %
50%
Events
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Dividends
Dividend Analysis
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| Trades 24 | Longs Won 12/24 50% | Profit Factor 3.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $25.34M |
| Average Win $18.22M | Best Trade (Jun 03) $106.47M | Sharpe Ratio 0.39 |
| Average Loss -$5.13M | Worst Trade (Jun 03) -$16.27M | Z-Score -0.21 (16.53%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $6.55M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 0.6% | 4.09% | 22.1% |
| Consecutive Losing Trades | 140 | 126 | 112 | 98 | 84 | 70 | 56 | 42 | 28 | 14 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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