MS
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:
-27.27%
Gain -2.33%
Monthly
-1.09%
Yearly
-12.32%
Drawdown
42.27%
$297.31M
Equity
Holdings
$297.31M
Investment
$399.77M
-$90.83M
Profit -$5.8M
Realized
$11.62M
Unrealized
-$102.45M
Dividends
$4.72M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.33%
Profit
-$5.8M
Win %
0%
This Week
Compared To Last Week
Gain
-3.45%
Profit
-$10.63M
Win %
0%
This Month
Compared to last month
Gain
-3.45%
Profit
-$10.63M
Win %
0%
This Year
Compared to last year
Gain
-36.79%
Profit
-$165.21M
Win %
0%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 35 | Longs Won 5/35 14% | Profit Factor 0.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.55M |
| Average Win $3.75M | Best Trade (Sep 30) $14.49M | Sharpe Ratio -13.23 |
| Average Loss -$3.65M | Worst Trade (May 13) -$21.34M | Z-Score -1.5 (87.13%) |
| Commissions $0 | Avg. Trade Length 1y 1m 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 | 33 | 24 | 16 | 8 |
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
