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 4003/7257 55% | Profit Factor 16.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $136,346.86 |
| Average Win $20,463.03 | Best Trade (Oct 15) $4.18M | Sharpe Ratio -9.19 |
| Average Loss -$1,491.2 | Worst Trade (Oct 15) -$660,018.7 | Z-Score 8.56 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $10,727.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 134 | $17,225.36 | $23,523.7 | - | $6,298.34 | 36.56% | +0.891% |
AA Alcoa Corporation | 30 | $1,699.67 | $1,212.6 | - | -$487.07 | -28.66% | +0.848% |
AAL American Airlines Group Inc. | 260 | $2,792.17 | $3,192.8 | - | $400.63 | 14.35% | +4.156% |
AAOI Applied Optoelectronics, Inc. | 25 | $2,115 | $2,093.25 | - | -$21.75 | -1.03% | -2.888% |
AAP Advance Auto Parts Inc. | 221 | $11,323.99 | $9,706.32 | - | -$1,617.67 | -14.29% | +5.526% |
AAPL Apple Inc. | 6,318 | $1.29M | $2.16M | - | $866,086.06 | 66.9% | -0.28% |
AAT American Assets Trust, Inc. | 82 | $1,555.07 | $1,757.67 | - | $202.6 | 13.03% | +1.108% |
ABBV AbbVie Inc. | 30 | $6,946.17 | $8,501.4 | - | $1,555.23 | 22.39% | +0.579% |
ABCB Ameris Bancorp | 256 | $19,639.01 | $20,413.44 | - | $774.43 | 3.94% | +2.1% |
ABG Asbury Automotive Group Inc. | 71 | $15,152.24 | $12,060.77 | - | -$3,091.47 | -20.4% | +4.877% |
ABM ABM Industries Inc. | 172 | $7,677.19 | $8,730.72 | - | $1,053.53 | 13.72% | +0.237% |
ABNB Airbnb, Inc. | 51 | $6,916.25 | $8,888.28 | - | $1,972.03 | 28.51% | +4.322% |
ABT Abbott Laboratories | 32 | $4,318.78 | $3,350.08 | - | -$968.7 | -22.43% | +2.296% |
ABUS Arbutus Biopharma Corporation | 181 | $822 | $776.49 | - | -$45.51 | -5.54% | +2.387% |
ACA Arcosa Inc. | 220 | $25,543.77 | $32,342.2 | - | $6,798.43 | 26.61% | 0.0 |
ACAD Acadia Pharmaceuticals Inc. | 245 | $6,343.52 | $4,828.95 | - | -$1,514.57 | -23.88% | +2.39% |
ACDC ProFrac Holding Corp. | 233 | $1,167.79 | $959.96 | - | -$207.83 | -17.8% | -2.138% |
ACGL Arch Capital Group Ltd | 7 | $672 | $695.17 | - | $23.17 | 3.45% | +1.752% |
ACHC Acadia Healthcare Company, Inc. | 69 | $1,360.02 | $2,141.76 | - | $781.74 | 57.48% | -1.989% |
ACI Albertsons Companies, Inc. | 539 | $8,942.48 | $7,023.17 | - | -$1,919.31 | -21.46% | -0.382% |