Veteran investor and operator focused on scaling growth-stage companies across technology and business services, with a background in corporate finance, M&A and strategy. Curtis Burkholder brings experience in operational turnarounds, capital raising and board governance, advising founders on go-to-market execution and unit economics while managing LP relationships and portfolio performance for institutional and private investors.
Veteran investor and operator focused on scaling growth-stage companies across technology and business services, with a background in corporate finance, M&A and strategy. Curtis Burkholder brings experience in operational turnarounds, capital raising and board governance, advising founders on go-to-market execution and unit economics while managing LP relationships and portfolio performance for institutional and private investors.
Focuses on growth-stage technology and business services, prioritizing scalable unit economics and repeatable go-to-market motion. Prefers active, operationally oriented investments where board-level engagement, capital structuring and turnaround playbooks accelerate revenue and margin expansion. Allocates capital with a bias toward follow-on reserve to protect ownership while driving KPI-based milestones over a 3–7 year horizon. Underwrites deals on a clear path to profitability, disciplined downside protections, and founder alignment, leveraging M&A and financing experience to optimize exit optionality.
Focuses on growth-stage technology and business services, prioritizing scalable unit economics and repeatable go-to-market motion. Prefers active, operationally oriented investments where board-level engagement, capital structuring and turnaround playbooks accelerate revenue and margin expansion. Allocates capital with a bias toward follow-on reserve to protect ownership while driving KPI-based milestones over a 3–7 year horizon. Underwrites deals on a clear path to profitability, disciplined downside protections, and founder alignment, leveraging M&A and financing experience to optimize exit optionality.
| Trades 7257 | Longs Won 4383/7257 60% | Profit Factor 28.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $144,616.77 |
| Average Win $20,394.89 | Best Trade (Aug 05) $5.01M | Sharpe Ratio -10.06 |
| Average Loss -$1,087.51 | Worst Trade (Sep 01) -$493,021.58 | Z-Score 22.6 (100%) |
| Commissions $0 | Avg. Trade Length 8m 6d | Expectancy $11,887.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 500,000 | 450,000 | 400,000 | 350,000 | 300,000 | 250,000 | 200,000 | 150,000 | 100,000 | 50,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 134 | $17,225.36 | $18,541.58 | - | $1,316.22 | 7.64% | -0.245% |
AA Alcoa Corporation | 30 | $1,699.67 | $1,357.8 | - | -$341.87 | -20.11% | +0.645% |
AAL American Airlines Group Inc. | 260 | $2,792.17 | $3,970.2 | - | $1,178.03 | 42.19% | -1.037% |
AAOI Applied Optoelectronics, Inc. | 25 | $2,115 | $2,358 | - | $243 | 11.49% | +4.672% |
AAP Advance Auto Parts Inc. | 221 | $11,323.99 | $12,274.34 | - | $950.35 | 8.39% | -1.157% |
AAPL Apple Inc. | 6,318 | $1.29M | $1.95M | - | $657,023.44 | 50.75% | -7.354% |
AAT American Assets Trust, Inc. | 82 | $1,555.07 | $1,934.38 | - | $379.31 | 24.39% | -1.831% |
ABBV AbbVie Inc. | 30 | $6,946.17 | $7,528.2 | - | $582.03 | 8.38% | -2.513% |
ABCB Ameris Bancorp | 256 | $19,639.01 | $22,325.76 | - | $2,686.75 | 13.68% | -0.411% |
ABG Asbury Automotive Group Inc. | 71 | $15,152.24 | $16,450.7 | - | $1,298.46 | 8.57% | -0.618% |
ABM ABM Industries Inc. | 172 | $7,677.19 | $8,240.52 | - | $563.33 | 7.34% | +0.651% |
ABNB Airbnb, Inc. | 51 | $6,916.25 | $7,727.52 | - | $811.27 | 11.73% | -0.368% |
ABT Abbott Laboratories | 32 | $4,318.78 | $3,382.4 | - | -$936.38 | -21.68% | +0.085% |
ABUS Arbutus Biopharma Corporation | 181 | $822 | $785.54 | - | -$36.46 | -4.44% | -1.587% |
ACA Arcosa Inc. | 220 | $25,543.77 | $31,944 | - | $6,400.23 | 25.06% | -0.021% |
ACAD Acadia Pharmaceuticals Inc. | 245 | $6,343.52 | $6,338.15 | - | -$5.37 | -0.08% | -2.561% |
ACDC ProFrac Holding Corp. | 233 | $1,167.79 | $941.32 | - | -$226.47 | -19.39% | +8.895% |
ACGL Arch Capital Group Ltd | 7 | $672 | $703.71 | - | $31.71 | 4.72% | -0.603% |
ACHC Acadia Healthcare Company, Inc. | 69 | $1,360.02 | $2,043.78 | - | $683.76 | 50.28% | +5.259% |
ACI Albertsons Companies, Inc. | 539 | $8,942.48 | $6,241.62 | - | -$2,700.86 | -30.2% | -0.172% |