A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.
A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.
Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.
Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.
| Trades 1092 | Longs Won 848/1092 77% | Profit Factor 25.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $281,328.85 |
| Average Win $81,722.22 | Best Trade (Oct 16) $4.8M | Sharpe Ratio -14.2 |
| Average Loss -$11,175.59 | Worst Trade (Oct 16) -$192,999.05 | Z-Score 26.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $60,964.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 35,966 | $7.6M | $12.44M | - | $4.84M | 63.7% | +1.127% |
ABBV AbbVie Inc. | 1,930 | $331,033.96 | $552,887.1 | - | $221,853.14 | 67.02% | +1.083% |
ABT Abbott Laboratories | 2,267 | $235,564.42 | $238,216.36 | - | $2,651.94 | 1.13% | +0.382% |
ACWV iShares MSCI Global Minimum Volatility ETF | 31,684 | $3.32M | $4.05M | - | $728,252.4 | 21.93% | +0.428% |
AIRR First Trust RBA American Industrial Renaissance ETF | 19,129 | $1.39M | $1.91M | - | $522,491.75 | 37.58% | -0.408% |
ALLW SPDR Bridgewater All Weather Mutual Fund | 13,037 | $381,582 | $380,680.4 | - | -$901.6 | -0.24% | +0.069% |
AMZN Amazon.com Inc | 8,826 | $1.71M | $2.24M | - | $533,774.65 | 31.24% | -0.279% |
ANGL VanEck Fallen Angel High Yield Bond ETF | 55,931 | $1.61M | $1.54M | - | -$74,374.96 | -4.62% | -0.036% |
AON Aon plc | 982 | $288,296 | $285,010.77 | - | -$3,285.23 | -1.14% | +1.198% |
AOR iShares Core 60/40 Balanced Allocation ETF | 14,501 | $959,560.27 | $995,783.67 | - | $36,223.4 | 3.77% | +0.029% |
AVGO Broadcom Inc. | 3,092 | $606,089.08 | $1.04M | - | $434,059.72 | 71.62% | -2.303% |
BAC Bank of America Corporation | 3,621 | $206,325 | $189,903.34 | - | -$16,421.66 | -7.96% | +1.441% |
BCAL California BanCorp | 12,839 | $189,889 | $282,393.8 | - | $92,504.8 | 48.72% | +1.313% |
BCX BlackRock Resources & Commodities Strategy Trust | 15,146 | $141,309 | $185,387.04 | - | $44,078.04 | 31.19% | +1.241% |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 8,314 | $759,815.23 | $761,224.85 | - | $1,409.62 | 0.19% | +0.021% |
BND Vanguard Total Bond Market Index Fund | 18,590 | $1.34M | $1.32M | - | -$20,935.13 | -1.56% | +0.155% |
BNDX Vanguard Total International Bond ETF | 27,264 | $1.33M | $1.29M | - | -$41,491.14 | -3.12% | -0.032% |
BNY BlackRock New York Municipal Income Trust | 1,886 | $205,499 | $272,894.79 | - | $67,395.79 | 32.8% | +1.833% |
BRK-B Berkshire Hathaway Inc. | 1,072 | $436,089.95 | $570,075.13 | - | $133,985.18 | 30.72% | +1.162% |
BTZ BlackRock Credit Allocation Income Trust | 19,357 | $207,401.19 | $183,020.43 | - | -$24,380.76 | -11.76% | +0.265% |