HW
Heath Watkin Portfolio
Invests via Charter Oak Advisors LP | Managed by Heath Watkin
Invests via Charter Oak Advisors LP
Managed by Heath Watkin
Automatically Tracked
Heath Watkin Profile
Seasoned growth-stage investor and operator focused on scaling SaaS and fintech businesses, with experience advising boards and leading commercial teams. Heath Watkin brings experience in go-to-market strategy, capital raising, and portfolio company governance, often leading Series A–C investments and active board engagement. Known for sourcing founder-led opportunities, structuring growth equity and follow-on rounds, and working closely with management on KPI-driven expansion and unit-economics improvement.
Seasoned growth-stage investor and operator focused on scaling SaaS and fintech businesses, with experience advising boards and leading commercial teams. Heath Watkin brings experience in go-to-market strategy, capital raising, and portfolio company governance, often leading Series A–C investments and active board engagement. Known for sourcing founder-led opportunities, structuring growth equity and follow-on rounds, and working closely with management on KPI-driven expansion and unit-economics improvement.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech companies, deploying growth equity into founder-led Series A–C rounds while retaining capital for follow-ons. Investment decisions emphasize repeatable go-to-market motion, unit-economics improvement, and KPI-driven commercial scaling with a 3–7 year value-creation horizon. Prefers active board engagement and hands-on governance, leveraging operator experience to drive customer acquisition efficiency, pricing optimization, and disciplined capital allocation to balance accelerated growth with margin durability.
Focuses on growth-stage SaaS and fintech companies, deploying growth equity into founder-led Series A–C rounds while retaining capital for follow-ons. Investment decisions emphasize repeatable go-to-market motion, unit-economics improvement, and KPI-driven commercial scaling with a 3–7 year value-creation horizon. Prefers active board engagement and hands-on governance, leveraging operator experience to drive customer acquisition efficiency, pricing optimization, and disciplined capital allocation to balance accelerated growth with margin durability.
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:
38.93%
Gain +0.17%
Monthly
1.94%
Yearly
26.02%
Drawdown
20.48%
$180.18M
Equity
Holdings
$180.18M
Investment
$156.19M
$58.56M
Profit +$309,985.25
Realized
$34.57M
Unrealized
$23.99M
Dividends
$1.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.17%
Profit
$309,985.25
Win %
59%
This Week
Compared To Last Week
Gain
2.18%
Profit
$3.84M
Win %
59%
This Month
Compared to last month
Gain
2.18%
Profit
$3.84M
Win %
59%
This Year
Compared to last year
Gain
1.38%
Profit
$6.66M
Win %
58%
Events
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Dividends
Dividend Analysis
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| Trades 50 | Longs Won 23/50 46% | Profit Factor 5.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.49M |
| Average Win $3.16M | Best Trade (Dec 31) $18.72M | Sharpe Ratio -68.55 |
| Average Loss -$519,200.63 | Worst Trade (May 19) -$5.64M | Z-Score 0.48 (36.7%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $1.17M |
| 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% | 0.05% | 2.72% |
| Consecutive Losing Trades | 347 | 312 | 278 | 243 | 208 | 173 | 139 | 104 | 69 | 35 |
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Returns
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Option values are updated at end of day.
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