LL
Lynn Livelsberger Portfolio
Invests via Livelsberger Financial Advisory | Managed by Lynn Livelsberger
Invests via Livelsberger Financial Advisory
Managed by Lynn Livelsberger
Automatically Tracked
Lynn Livelsberger Profile
Veteran operator and active venture investor, Lynn Livelsberger has led growth-stage initiatives and served on corporate boards, focusing on technology-enabled services and healthcare IT. She is known for scaling revenue operations, executing strategic M&A and advising founders on capital strategy. Market participants view her as a pragmatic growth specialist who bridges operator experience with hands-on investing across venture and private market transactions.
Veteran operator and active venture investor, Lynn Livelsberger has led growth-stage initiatives and served on corporate boards, focusing on technology-enabled services and healthcare IT. She is known for scaling revenue operations, executing strategic M&A and advising founders on capital strategy. Market participants view her as a pragmatic growth specialist who bridges operator experience with hands-on investing across venture and private market transactions.
Investment Philosophy & Strategy
Focuses on growth-stage, operator-led investing in technology-enabled services and healthcare IT, prioritizing capital-efficient revenue scaling and repeatable GTM playbooks. Prefers board-level, hands-on partnerships that combine operational resources with selective M&A to accelerate compounding ARR. Allocates capital toward businesses with clear unit economics, durable market positioning, and founder alignment; uses stage-focused horizons of 3–7 years, disciplined downside protection, and pragmatic exit-driven value creation.
Focuses on growth-stage, operator-led investing in technology-enabled services and healthcare IT, prioritizing capital-efficient revenue scaling and repeatable GTM playbooks. Prefers board-level, hands-on partnerships that combine operational resources with selective M&A to accelerate compounding ARR. Allocates capital toward businesses with clear unit economics, durable market positioning, and founder alignment; uses stage-focused horizons of 3–7 years, disciplined downside protection, and pragmatic exit-driven value creation.
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:
20.51%
Gain -0.19%
Monthly
0.63%
Yearly
7.89%
Drawdown
14.15%
$2.62M
Equity
Holdings
$2.62M
Investment
$2.11M
$570,836.72
Profit -$6,097.49
Realized
$61,361.23
Unrealized
$509,475.49
Dividends
$423,143.07
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$6,097.49
Win %
74%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$20,264.64
Win %
74%
This Month
Compared to last month
Gain
-0.001%
Profit
-$29.53
Win %
74%
This Year
Compared to last year
Gain
-3.38%
Profit
-$91,624.53
Win %
74%
Events
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Dividends
Dividend Analysis
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| Trades 667 | Longs Won 41/667 6% | Profit Factor 3.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14,051 |
| Average Win $19,466.51 | Best Trade (Jun 14) $293,803.47 | Sharpe Ratio -68.9 |
| Average Loss -$363.08 | Worst Trade (Jun 15) -$62,328.5 | Z-Score -12.98 (100%) |
| Commissions $0 | Avg. Trade Length 3m 4w | Expectancy $855.83 |
| 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% | <0.01% | 0.03% | 0.63% | 9.17% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
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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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