LMR
Lindsay Marie Rider Portfolio
Invests via Capital & Planning LLC | Managed by Lindsay Marie Rider
Invests via Capital & Planning LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Experienced growth-stage investor and board director with a background in corporate development, strategy and governance, Lindsay Marie Rider provides operational insight to venture-backed and private-growth companies. Focus areas include SaaS, fintech and consumer tech; expertise spans go-to-market scaling, capital raises and board-level oversight. Regularly advises C-suite teams and leads diligence for minority and control equity investments.
Experienced growth-stage investor and board director with a background in corporate development, strategy and governance, Lindsay Marie Rider provides operational insight to venture-backed and private-growth companies. Focus areas include SaaS, fintech and consumer tech; expertise spans go-to-market scaling, capital raises and board-level oversight. Regularly advises C-suite teams and leads diligence for minority and control equity investments.
Investment Philosophy & Strategy
Combines operational leadership and board experience to back growth-stage companies, favoring SaaS, fintech and consumer technology where go-to-market scale and unit economics can be proven. Prioritizes minority and control investments that align with repeatable revenue models, strong founding teams, and clear capital-efficiency levers. Uses hands-on diligence and governance discipline to structure rounds, support C-suite execution, and guide exits; horizon is multi-year growth with active portfolio engagement to de-risk scaling.
Combines operational leadership and board experience to back growth-stage companies, favoring SaaS, fintech and consumer technology where go-to-market scale and unit economics can be proven. Prioritizes minority and control investments that align with repeatable revenue models, strong founding teams, and clear capital-efficiency levers. Uses hands-on diligence and governance discipline to structure rounds, support C-suite execution, and guide exits; horizon is multi-year growth with active portfolio engagement to de-risk scaling.
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:
36.92%
Gain -0.95%
Monthly
1.85%
Yearly
24.73%
Drawdown
14.38%
$22.24M
Equity
Holdings
$22.24M
Investment
$17.37M
$23.85M
Profit -$253,833.9
Realized
$18.99M
Unrealized
$4.86M
Dividends
$1.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$253,833.9
Win %
75%
This Week
Compared To Last Week
Gain
-4.83%
Profit
-$1.13M
Win %
75%
This Month
Compared to last month
Gain
-4.83%
Profit
-$1.13M
Win %
75%
This Year
Compared to last year
Gain
2.95%
Profit
$638,109
Win %
75%
MSFT Microsoft Corp.
-3.11%
-$85,407 
AMZN Amazon.com Inc
-2.53%
-$109,200 
AAPL Apple Inc.
-1.58%
-$3,984.01 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$4,288 
V Visa Inc. Class A
-1.16%
-$36,763.2 
GOOGL Alphabet Inc
-0.79%
-$57,185.7 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.69%
-$2,240 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 304 | Longs Won 96/304 31% | Profit Factor 11.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $489,125.74 |
| Average Win $272,842.77 | Best Trade (Dec 31) $6.7M | Sharpe Ratio -11.43 |
| Average Loss -$11,247.1 | Worst Trade (Dec 30) -$780,470.22 | Z-Score -11.16 (47.33%) |
| Commissions $0 | Avg. Trade Length 5m 3w | Expectancy $78,465.49 |
| 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% | 0.06% | 0.58% | 4% | 21.87% |
| Consecutive Losing Trades | 1,976 | 1,779 | 1,581 | 1,383 | 1,186 | 988 | 791 | 593 | 395 | 198 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
