Kyle Bubeck Portfolio
Invests via Independence Asset Advisors, LLC | Managed by Scott Renninger, Katie Kearns, Thomas Grugan, Rebecca Saukaitis
Invests via Independence Asset Advisors, LLC
Managed by Scott Renninger, Katie Kearns, Thomas Grugan, Rebecca Saukaitis
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Kyle Bubeck Profile
Experienced investor and operator focused on growth-stage B2B software and fintech, active in operational due diligence, go-to-market scaling and portfolio company governance. Kyle Bubeck brings sector expertise in SaaS monetization, revenue operations and founder-led transitions; has led multiple growth equity investments and board seats, collaborating with CEOs on product-market fit and customer expansion. Known for hands-on post-investment support, financial modeling, KPI-driven portfolio management and exit preparation. Engages with LPs on strategy and reporting and contributes to sourcing through sector networks and proprietary diligence. Investment approach emphasizes durable revenue, unit economics and scalable sales infrastructure.
Experienced investor and operator focused on growth-stage B2B software and fintech, active in operational due diligence, go-to-market scaling and portfolio company governance. Kyle Bubeck brings sector expertise in SaaS monetization, revenue operations and founder-led transitions; has led multiple growth equity investments and board seats, collaborating with CEOs on product-market fit and customer expansion. Known for hands-on post-investment support, financial modeling, KPI-driven portfolio management and exit preparation. Engages with LPs on strategy and reporting and contributes to sourcing through sector networks and proprietary diligence. Investment approach emphasizes durable revenue, unit economics and scalable sales infrastructure.
Investment Philosophy & Strategy
Focuses on growth-stage B2B software and fintech opportunities, deploying growth-equity capital to companies with durable revenue and clear unit-economics improvement paths. Prefers founder-led transitions and SaaS monetization plays where scalable sales infrastructure and KPIs drive valuation expansion. Investment style is hands-on: active board governance, operational due diligence, GTM scaling and financial modeling to de-risk scaling. Capital allocation emphasizes expansion funding with follow-on reserves, staged milestones, and exit-oriented value creation through customer expansion, margin improvement and disciplined capital efficiency.
Focuses on growth-stage B2B software and fintech opportunities, deploying growth-equity capital to companies with durable revenue and clear unit-economics improvement paths. Prefers founder-led transitions and SaaS monetization plays where scalable sales infrastructure and KPIs drive valuation expansion. Investment style is hands-on: active board governance, operational due diligence, GTM scaling and financial modeling to de-risk scaling. Capital allocation emphasizes expansion funding with follow-on reserves, staged milestones, and exit-oriented value creation through customer expansion, margin improvement and disciplined capital efficiency.
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:
15.89%
Gain 0%
Monthly
0.48%
Yearly
5.99%
Drawdown
8.37%
$380.77M
Equity
Holdings
$380.77M
Investment
$364.9M
$21.03M
Profit +$9,871.67
Realized
$5.16M
Unrealized
$15.88M
Dividends
$10.39M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$9,871.67
Win %
64%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$2.95M
Win %
64%
This Month
Compared to last month
Gain
-0.83%
Profit
-$3.2M
Win %
64%
This Year
Compared to last year
Gain
-0.77%
Profit
-$3.03M
Win %
65%
AAPL Apple Inc.
+4.01%
+$9,758.08 
VGHY
+0.6%
+$5,573.1 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$113.58 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CLOI VanEck CLO ETF
0%
$0 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
JAVA JPMorgan Active Value ETF
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JPRE JPMorgan Realty Income ETF
0%
-$2.91 
SIHY Harbor Scientific Alpha High-Yield ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
+$0.98 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.02 
VFMV Vanguard U.S. Minimum Volatility ETF
0%
+$0.19 
VGMS Vanguard Multi-Sector Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
+$0.03 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
CLOB VanEck AA-BB CLO ETF
0%
-$929.31 Events
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Dividends
Dividend Analysis
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| Trades 122 | Longs Won 82/122 67% | Profit Factor 13.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $277,711.05 | Best Trade (Jul 16) $11.63M | Sharpe Ratio -2.33 |
| Average Loss -$43,438.9 | Worst Trade (Dec 30) -$456,682 | Z-Score 2.22 (97.33%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $172,415.98 |
| 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 | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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