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 889/1092 81% | Profit Factor 37.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,221.15 |
| Average Win $82,090.91 | Best Trade (Aug 17) $4.31M | Sharpe Ratio -11.74 |
| Average Loss -$9,659.71 | Worst Trade (Sep 01) -$210,989.55 | Z-Score 41.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $65,034.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 35,966 | $7.6M | $11.11M | - | $3.51M | 46.22% | -7.354% |
ABBV AbbVie Inc. | 1,930 | $331,033.96 | $484,314.2 | - | $153,280.24 | 46.3% | -2.513% |
ABT Abbott Laboratories | 2,267 | $235,564.42 | $239,621.9 | - | $4,057.48 | 1.72% | +0.085% |
ACWV iShares MSCI Global Minimum Volatility ETF | 31,684 | $3.32M | $3.94M | - | $623,536.78 | 18.78% | -0.328% |
AIRR First Trust RBA American Industrial Renaissance ETF | 19,129 | $1.39M | $2.24M | - | $848,641.26 | 61.04% | +1.588% |
ALLW SPDR Bridgewater All Weather Mutual Fund | 13,037 | $381,582 | $380,550.03 | - | -$1,031.97 | -0.27% | -0.358% |
AMZN Amazon.com Inc | 8,826 | $1.71M | $2.4M | - | $688,494.34 | 40.3% | +15.321% |
ANGL VanEck Fallen Angel High Yield Bond ETF | 55,931 | $1.61M | $1.62M | - | $7,284.3 | 0.45% | -0.035% |
AON Aon plc | 982 | $288,296 | $354,060.09 | - | $65,764.09 | 22.81% | -1.642% |
AOR iShares Core 60/40 Balanced Allocation ETF | 14,501 | $959,560.27 | $993,753.53 | - | $34,193.26 | 3.56% | +0.058% |
AVGO Broadcom Inc. | 3,092 | $606,089.08 | $1.2M | - | $597,564.68 | 98.59% | +0.371% |
BAC Bank of America Corporation | 3,621 | $206,325 | $224,320.95 | - | $17,995.95 | 8.72% | +0.356% |
BCAL California BanCorp | 12,839 | $189,889 | $273,470.7 | - | $83,581.7 | 44.02% | +0.662% |
BCX BlackRock Resources & Commodities Strategy Trust | 15,146 | $141,309 | $182,509.3 | - | $41,200.3 | 29.16% | +1.86% |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 8,314 | $759,815.23 | $762,227.52 | - | $2,412.29 | 0.32% | +0.033% |
BND Vanguard Total Bond Market Index Fund | 18,590 | $1.34M | $1.34M | - | $3,417.77 | 0.26% | -0.262% |
BNDX Vanguard Total International Bond ETF | 27,264 | $1.33M | $1.3M | - | -$25,814.34 | -1.94% | -0.23% |
BNY BlackRock New York Municipal Income Trust | 1,886 | $205,499 | $294,838.38 | - | $89,339.38 | 43.47% | +0.16% |
BRK-B Berkshire Hathaway Inc. | 1,072 | $436,089.95 | $548,370.88 | - | $112,280.93 | 25.75% | +0.365% |
BTZ BlackRock Credit Allocation Income Trust | 19,357 | $207,401.19 | $192,989.29 | - | -$14,411.9 | -6.95% | -0.499% |