Charlotte Carter Portfolio
Invests via Mirabaud Asset Management (France) SAS | Managed by Mirabaud Asset Management (France) S.A.S.
Invests via Mirabaud Asset Management (France) SAS
Managed by Mirabaud Asset Management (France) S.A.S.
Automatically Tracked
Charlotte Carter Profile
Growth-oriented investor and operating executive with experience in technology and consumer sectors, specializing in early-stage venture investing, corporate development and scaling commercial teams. Charlotte Carter has led investments and strategic partnerships, focusing on SaaS, marketplaces and consumer platforms; skilled at go-to-market execution, fundraising and board-level governance. Background includes prior operator roles in product and revenue and an MBA-level business education. Active angel investor and advisor to founder-led startups.
Growth-oriented investor and operating executive with experience in technology and consumer sectors, specializing in early-stage venture investing, corporate development and scaling commercial teams. Charlotte Carter has led investments and strategic partnerships, focusing on SaaS, marketplaces and consumer platforms; skilled at go-to-market execution, fundraising and board-level governance. Background includes prior operator roles in product and revenue and an MBA-level business education. Active angel investor and advisor to founder-led startups.
Investment Philosophy & Strategy
Growth-stage, founder-friendly investor who prioritizes early-stage SaaS, marketplace and consumer platform opportunities where product-market fit can be accelerated by commercial playbooks. Focuses on revenue-led scaling, go-to-market optimization and repeatable unit economics, combining capital with hands-on operating support in product, sales and fundraising. Investment horizon is medium-to-long; risk is managed through active board engagement, milestone-based follow-on allocations and concentrated bets in differentiated founder teams.
Growth-stage, founder-friendly investor who prioritizes early-stage SaaS, marketplace and consumer platform opportunities where product-market fit can be accelerated by commercial playbooks. Focuses on revenue-led scaling, go-to-market optimization and repeatable unit economics, combining capital with hands-on operating support in product, sales and fundraising. Investment horizon is medium-to-long; risk is managed through active board engagement, milestone-based follow-on allocations and concentrated bets in differentiated founder teams.
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:
15.75%
Gain
Monthly
0.5%
Yearly
6.13%
Drawdown
4%
$196.13M
Equity
Holdings
$196.13M
Investment
$195.04M
$16.6M
Profit
Realized
$15.52M
Unrealized
$1.08M
Dividends
$0
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$0
Win %
100%
This Week
Compared To Last Week
Gain
0%
Profit
$0
Win %
100%
This Month
Compared to last month
Gain
0%
Profit
$0
Win %
100%
This Year
Compared to last year
Gain
-75.11%
Profit
-$75.69M
Win %
100%
00971TAL5
0%
$0 
40171VAC4
0%
$0 
465741AQ9
0%
$0 
531229AQ5
0%
$0 
65339KCY4
0%
$0 
76954AAD5
0%
$0 
83205YAE4
0%
$0 
833445AD1
0%
$0 
88162GAB9
0%
$0 
89677QAB3
0%
$0 
90353TAM2
0%
$0 
91680MAD9
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 122 | Longs Won 41/122 33% | Profit Factor 3.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $559,518.2 |
| Average Win $598,061.34 | Best Trade (Mar 31) $2.82M | Sharpe Ratio -9.83 |
| Average Loss -$76,550.45 | Worst Trade (Jun 29) -$1.76M | Z-Score -4.27 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1d | Expectancy $136,048.39 |
| 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 | 2,564 | 2,308 | 2,051 | 1,795 | 1,538 | 1,282 | 1,026 | 769 | 513 | 256 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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