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:
27.63%
Gain -0.66%
Monthly
1.44%
Yearly
18.71%
Drawdown
19.88%
$706.85M
Equity
Holdings
$706.85M
Investment
$557.68M
$168.18M
Profit -$5.08M
Realized
$19M
Unrealized
$149.17M
Dividends
$13.07M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$5.08M
Win %
85%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$2.35M
Win %
85%
This Month
Compared to last month
Gain
-0.33%
Profit
-$2.35M
Win %
85%
This Year
Compared to last year
Gain
7.1%
Profit
$49.18M
Win %
85%
Events
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Dividends
Dividend Analysis
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| Trades 11 | Longs Won 10/11 90% | Profit Factor 41.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $41.22M |
| Average Win $17.23M | Best Trade (Jun 02) $144.57M | Sharpe Ratio -56.14 |
| Average Loss -$4.13M | Worst Trade (May 13) -$4.31M | Z-Score 12.14 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $15.29M |
| 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% | 0.02% | 0.18% | 1.22% | 6.37% | 27.24% |
| Consecutive Losing Trades | 171 | 154 | 137 | 120 | 103 | 86 | 68 | 51 | 34 | 17 |
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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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