Michael Summers Portfolio
Invests via Aikya Investment Management Ltd | Managed by Ashish Swarup, Rahul Desai, Tom Allen
Invests via Aikya Investment Management Ltd
Managed by Ashish Swarup, Rahul Desai, Tom Allen
Automatically Tracked
Michael Summers Profile
A private equity and growth investor focused on technology and fintech, Michael Summers brings operational and capital-markets experience to deal sourcing, portfolio strategy and exits. He has led buyouts, growth equity and corporate development initiatives across software and financial services, overseeing value creation, M&A and fundraising. Prior roles span operating leadership at high-growth startups and senior investment-firm positions managing deal teams, due diligence and LP relations. Market strengths include transaction execution, scaling go-to-market and board-level governance.
A private equity and growth investor focused on technology and fintech, Michael Summers brings operational and capital-markets experience to deal sourcing, portfolio strategy and exits. He has led buyouts, growth equity and corporate development initiatives across software and financial services, overseeing value creation, M&A and fundraising. Prior roles span operating leadership at high-growth startups and senior investment-firm positions managing deal teams, due diligence and LP relations. Market strengths include transaction execution, scaling go-to-market and board-level governance.
Investment Philosophy & Strategy
Combines private equity discipline with growth-equity flexibility to back software and fintech companies capable of scaling revenue and unit economics. Prefers control or influential minority positions where operational levers—product-market fit, go-to-market expansion and governance—can be executed. Emphasizes rigorous due diligence, staged capital deployment and KPI-driven value creation plans tied to M&A or IPO exit paths. Time horizon balances multi-year scaling with opportunistic liquidity events; risk managed through operational involvement, conservative leverage and repeatable playbooks for commercialization and fundraising.
Combines private equity discipline with growth-equity flexibility to back software and fintech companies capable of scaling revenue and unit economics. Prefers control or influential minority positions where operational levers—product-market fit, go-to-market expansion and governance—can be executed. Emphasizes rigorous due diligence, staged capital deployment and KPI-driven value creation plans tied to M&A or IPO exit paths. Time horizon balances multi-year scaling with opportunistic liquidity events; risk managed through operational involvement, conservative leverage and repeatable playbooks for commercialization and fundraising.
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:
-24.65%
Gain +0.02%
Monthly
-0.92%
Yearly
-10.51%
Drawdown
42.93%
$297.16M
Equity
Holdings
$297.16M
Investment
$420.11M
-$90.98M
Profit +$47,198.73
Realized
$11.62M
Unrealized
-$102.6M
Dividends
$4.72M
Goals
Avg. 15.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$47,198.73
Win %
0%
This Week
Compared To Last Week
Gain
0.02%
Profit
$47,198.73
Win %
0%
This Month
Compared to last month
Gain
-0.75%
Profit
-$2.24M
Win %
0%
This Year
Compared to last year
Gain
-13.8%
Profit
-$47.58M
Win %
0%
Events
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Dividends
Dividend Analysis
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| Trades 35 | Longs Won 5/35 14% | Profit Factor 0.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.89M |
| Average Win $3.75M | Best Trade (Sep 30) $14.49M | Sharpe Ratio -9.18 |
| Average Loss -$3.66M | Worst Trade (Jul 19) -$21.56M | Z-Score -2.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy -$2.6M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 81 | 73 | 65 | 57 | 49 | 41 | 32 | 24 | 16 | 8 |
Hover over the desired column for a detailed explanation.
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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