Senior finance executive and investor focused on growth-stage companies and strategic corporate finance, with experience across investment management, M&A and capital markets execution. Carmen McClennon brings operating oversight and board-level governance experience, advising portfolio companies on scaling, capital raises and exit readiness. Active in direct investments and LP relationships, often engaging on valuation, capital structure and go-to-market strategies for technology and services firms.
Senior finance executive and investor focused on growth-stage companies and strategic corporate finance, with experience across investment management, M&A and capital markets execution. Carmen McClennon brings operating oversight and board-level governance experience, advising portfolio companies on scaling, capital raises and exit readiness. Active in direct investments and LP relationships, often engaging on valuation, capital structure and go-to-market strategies for technology and services firms.
Operates with a growth-stage, operationally-oriented investment philosophy, prioritizing scalable technology and services companies where active board involvement accelerates value creation. Emphasizes disciplined capital structure optimization, pragmatic valuation negotiation and staged capital deployment tied to commercial milestones. Blends strategic M&A thinking with hands-on governance to de-risk exits, preferring 3–7 year horizons and measurable revenue and go-to-market inflection points.
Operates with a growth-stage, operationally-oriented investment philosophy, prioritizing scalable technology and services companies where active board involvement accelerates value creation. Emphasizes disciplined capital structure optimization, pragmatic valuation negotiation and staged capital deployment tied to commercial milestones. Blends strategic M&A thinking with hands-on governance to de-risk exits, preferring 3–7 year horizons and measurable revenue and go-to-market inflection points.
| Trades 6620 | Longs Won 3409/6620 51% | Profit Factor 7.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,830.39 |
| Average Win $45,546.27 | Best Trade (Aug 26) $6.66M | Sharpe Ratio -15.16 |
| Average Loss -$6,195.78 | Worst Trade (Aug 02) -$1.11M | Z-Score 0.04 (2.87%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $20,449.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 44 | $6,149.42 | $6,088.28 | - | -$61.14 | -0.99% | -0.245% |
AAPL Apple Inc. | 34,133 | $5.7M | $10.54M | - | $4.84M | 84.93% | -7.354% |
AAT American Assets Trust, Inc. | 15 | $336 | $353.85 | - | $17.85 | 5.31% | -1.831% |
ABAT American Battery Technology Company | 950 | $1,734 | $1,985.5 | - | $251.5 | 14.5% | +2.451% |
ABBV AbbVie Inc. | 2,015 | $316,706.97 | $505,644.1 | - | $188,937.13 | 59.66% | -2.513% |
ABEV Ambev S.A. | 1,226 | $2,835.89 | $3,812.86 | - | $976.97 | 34.45% | -0.321% |
ABNB Airbnb, Inc. | 40 | $5,886.41 | $6,060.8 | - | $174.39 | 2.96% | -0.368% |
ABR Arbor Realty Trust Inc. | 275 | $3,680.41 | $1,377.75 | - | -$2,302.66 | -62.57% | +4.593% |
ABT Abbott Laboratories | 917 | $104,226.38 | $96,926.9 | - | -$7,299.48 | -7% | +0.085% |
ACB Aurora Cannabis Inc. | 54 | $237.07 | $150.66 | - | -$86.41 | -36.45% | -1.413% |
ACGL Arch Capital Group Ltd | 34 | $3,287.34 | $3,418.02 | - | $130.68 | 3.98% | -0.603% |
ACIW ACI Worldwide, Inc. | 18 | $823 | $1,031.94 | - | $208.94 | 25.39% | -0.624% |
ACM Aecom | 5,431 | $560,859.32 | $393,150.09 | - | -$167,709.23 | -29.9% | +0.878% |
ACN Accenture plc Class A | 2,115 | $611,059 | $350,920.8 | - | -$260,138.2 | -42.57% | +1.611% |
ACVF American Conservative Values ETF | 550 | $22,260 | $29,700.55 | - | $7,440.55 | 33.43% | +0.549% |
ADBE Adobe Inc. | 1,576 | $729,386.61 | $394,646.16 | - | -$334,740.45 | -45.89% | +1.013% |
ADI Analog Devices, Inc. | 28 | $5,778.57 | $10,287.48 | - | $4,508.91 | 78.03% | +0.202% |
ADM Archer-Daniels-Midland Co | 1,268 | $79,622.11 | $100,514.36 | - | $20,892.25 | 26.24% | -1.662% |
ADP Automatic Data Processing Inc. | 377 | $95,258.28 | $100,455.42 | - | $5,197.14 | 5.46% | +0.982% |
ADSK Autodesk, Inc. | 14 | $3,677.39 | $3,278.8 | - | -$398.59 | -10.84% | -0.328% |