Kris Kapoor Portfolio

Invests via Bakala Capital LLC | Managed by Kris Kapoor

Invests via Bakala Capital LLC

Managed by Kris Kapoor

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Kris Kapoor Profile

Senior-stage investor and operator focused on technology-enabled financial services and B2B SaaS. Kris Kapoor brings experience across growth equity, corporate development and product strategy, partnering with founders to scale go-to-market and execution. Known for transaction execution, portfolio operational support and board-level counsel, he leverages prior operating roles and an investment background to source and accelerate mid-market opportunities in North America and Europe.

Investment Philosophy & Strategy

Kris targets senior-stage, tech-enabled financial services and B2B SaaS companies, deploying growth equity to accelerate go-to-market and product scaling across North America and Europe. He favors concentrated, founder-aligned investments with structured follow-on reserves, emphasizing clear unit economics, revenue momentum and capital efficiency. Investment decisions blend transaction rigor with operational playbooks—board-level counsel, sales ops and product strategy—to shorten execution risk and drive mid-term value creation (3–7 year horizon).

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:

21.63%

Gain +0.95%

Monthly

0.84%

Yearly

10.5%

Drawdown

10.75%

$22.78M

Equity

Holdings

$22.78M

Investment

$18.45M

$4.44M

Profit +$236,735.44

Realized

$119,011.01

Unrealized

$4.32M

Dividends

$1.02M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.95%

Profit

$236,735.44

Win %

66%

This Week

Compared To Last Week

Gain

1.05%

Profit

$236,735.44

Win %

66%

This Month

Compared to last month

Gain

0.41%

Profit

$93,235.65

Win %

66%

This Year

Compared to last year

Gain

6.43%

Profit

$1.38M

Win %

65%

Gainers
Losers

VWO Vanguard FTSE Emerging Markets ETF

+2.17%

+$45,107.43

VOO Vanguard S&P 500 ETF

+1.74%

+$70,008.9

IWV ISHARES RUSSELL 3000 ETF

+1.38%

+$25,637.01

VO Vanguard Mid-Cap ETF

+1.24%

+$10,129.68

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.17%

+$77,582.4

VB Vanguard Small-Cap ETF

+0.69%

+$3,788.34

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

+0.17%

+$2,225.93

SCHP Schwab U.S. TIPS ETF

+0.11%

+$1,139.52

AGG iShares Core U.S. Aggregate Bond ETF

+0.09%

+$1,511.55

VCSH Vanguard Short-Term Corporate Bond ETF

+0.06%

+$1,045.15

BNDX Vanguard Total International Bond ETF

+0.02%

+$195.5

No Data

Events

Dividends

Dividend Analysis

No Data

Trades 80	Longs Won 55/80 68%	Profit Factor 142.66
Profitability	Shorts Won 0/0 0%	Standard Deviation $214,784.11
Average Win $81,369.93	Best Trade (Jun 15) $1.56M	Sharpe Ratio -8.82
Average Loss -$1,254.83	Worst Trade (Mar 31) -$12,289.23	Z-Score 3.44 (99.94%)
Commissions $0	Avg. Trade Length 1y 1m	Expectancy $55,549.69

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%	<0.01%	<0.01%	0.32%
Consecutive Losing Trades	18,182	16,364	14,545	12,727	10,909	9,091	7,273	5,455	3,636	1,818