DR
Dante Roldan Portfolio
Invests via Pandi LLC | Managed by Dante Roldan
Invests via Pandi LLC
Managed by Dante Roldan
Automatically Tracked
Private equity and growth-stage investor focused on technology, fintech and consumer sectors with operational experience in scaling revenue and go-to-market functions. Dante Roldan has led deal sourcing, diligence and portfolio support at mid-market funds and has prior founder/operator experience in SaaS. Known for cross-border deal execution and board-level portfolio governance.
Private equity and growth-stage investor focused on technology, fintech and consumer sectors with operational experience in scaling revenue and go-to-market functions. Dante Roldan has led deal sourcing, diligence and portfolio support at mid-market funds and has prior founder/operator experience in SaaS. Known for cross-border deal execution and board-level portfolio governance.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market private equity opportunities in technology, fintech and consumer sectors, combining operating experience in SaaS with a buy-and-build orientation. Prefers revenue-driven KPIs and go-to-market levers, backing companies where cross-border expansion and commercial scaling unlock value. Employs hands-on board governance, rigorous deal diligence, and staged capital deployment to balance growth ambition with downside protection.
Focuses on growth-stage and middle-market private equity opportunities in technology, fintech and consumer sectors, combining operating experience in SaaS with a buy-and-build orientation. Prefers revenue-driven KPIs and go-to-market levers, backing companies where cross-border expansion and commercial scaling unlock value. Employs hands-on board governance, rigorous deal diligence, and staged capital deployment to balance growth ambition with downside protection.
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:
2.84%
Gain
Monthly
0.15%
Yearly
1.83%
Drawdown
19.42%
$697.94M
Equity
Holdings
$697.94M
Investment
$557.68M
$159.27M
Profit -$5.17M
Realized
$19M
Unrealized
$140.27M
Dividends
$15.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.17M
Win %
85%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$2.22M
Win %
85%
This Month
Compared to last month
Gain
-0.32%
Profit
-$2.23M
Win %
85%
This Year
Compared to last year
Gain
14.46%
Profit
$88.14M
Win %
85%
Events
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Dividends
Dividend Analysis
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| Trades 11 | Longs Won 10/11 90% | Profit Factor 34.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39.18M |
| Average Win $16.41M | Best Trade (Jul 13) $140M | Sharpe Ratio -9.32 |
| Average Loss -$4.81M | Worst Trade (Jul 17) -$4.81M | Z-Score 12.14 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $14.48M |
| 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% | 0.15% | 1.04% | 5.76% | 25.98% |
| Consecutive Losing Trades | 145 | 131 | 116 | 102 | 87 | 73 | 58 | 44 | 29 | 15 |
Hover over the desired column for a detailed explanation.
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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