Blueground's Series D confirms momentum in your best-performing sector — but 3 companies (Oceda, Nain, RETAIL AND MORE) show no activity in over a year, and Charge VC III has a capital call deadline approaching. Your portfolio is healthy at $18.5M, but attention is overdue in the bottom third.
⏱ Before You Forget
Charge VC III — Capital call due Q3 2026
Diorama II — Annual LP report expected June 2026
Nain — No report in 2 quarters — contact overdue
Oceda — No management update since Dec 2024
67
Portfolio Health
Moderate — 3 companies need attention
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Needs Attention
This week
Urgent
Oceda
Flat 18mo, no reports → Email management for update
Watch
Nain
Q4 2025 + Q1 2026 reports missing → Contact founder
Action
Charge VC III
Capital call approaching → Confirm wire instructions
Portfolio Momentum
Steady
Portfolio is holding value with selective upside. Two companies are generating real returns; the rest are flat on book value.
Overall signal
67 / 100
↑ Best mover
Dev
3.7x · IRR 23.5%
↓ Lagging
Oceda
1.0x · 18mo flat
Returned to date: $6,500,141
· DPI: 0.37x
Outside World
Macro signals for your portfolio
ECB holds rates — European PropTech deal flow recovering in H1 2026Blueground · Home Made
Greek tourism arrivals up 11% YoY — record season projectedOceda · Nain · Monastiri
EU biotech funding at 5-year high — regulatory approvals acceleratingCaVnox · Xinteza
VC exits slowdown continues — secondary market gaining liquidityCharge VC · Metavallon
Value by Company
Analysis →
15 direct
companies
companies
+ 4
funds
funds
2
exits
exits
21
rounds
rounds
← Back to Current Investments
Blueground
"Move-in ready, beautifully furnished apartments for stays of a month, a year or even longer."
Current Value
$548,000
Cost Basis
$200,000
Multiple
2.7x
Unrealized IRR
16.9%
Shares Held
Overview
News
Documents
Transactions
⚡ AI Analysis
Blueground's recent expansion announcement is promising but carries risk. Their last investor report indicated negative operating cash flow. The Series D raise of $150M — if confirmed — would resolve this concern. Recommend requesting updated financials before the next LP report. The 2.7x multiple at a 16.9% IRR remains solid; early exit opportunity may present itself as the company scales toward profitability.
Contacts
👤
Blueground raises $150M Series D to accelerate European expansion into Milan, Vienna and Amsterdam
The furnished apartment platform has secured a major growth round, pushing its valuation to $1.2B. The raise comes amid strong demand for flexible corporate housing across European cities...
● Blueground
Greek tourism startups see record investment in Q1 2026 as sector rebounds strongly
Several Greek portfolio companies likely to benefit from the broad sector upturn, particularly those with hospitality and marina assets in the Aegean region...
● Nain ● Oceda ● Monastiri Paros
Home Made named top 10 rental platforms in Europe for 2026 by PropertyEU
The rental transparency platform continues to build brand recognition across the UK and is expanding into Continental Europe...
● Home Made
Total Returned
$6,429,182
From 2 exits
Net Gain on Exits
$4,254,860
↑ 2.96x blended multiple
Best Exit IRR
191.6%
Kristelcom Limited
Remaining Value
$1,309,635
Home Made (partial exit)
Company Liquidity Events
Exits by Company
Exits by Round
Contingent Payments
Fund Distributions
Diversification
Portfolio
Annual Stats
Valuations
Key Metrics
Amount Invested by Entity
Investment Value by Entity
Amount Invested by Industry
Investment Value by Industry
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Oceda — Needs Attention
Risk Flag
Valuation has remained flat at $587,756 for 18+ months with no new transactions recorded. The yacht services sector faces broader headwinds. No investor report has been received. Recommend direct outreach to management to assess current trading performance and cash runway before the next LP report cycle.
Blueground — Monitor Closely
Watch
Expansion announcement is positive on the surface, but last investor report showed negative operating cash flow. If the reported $150M Series D is confirmed and closed, this concern resolves. Until then, expansion without confirmed capital is a risk. Request updated financial statements and Series D closing confirmation from board contact Pavlos Pavlakis.
Home Made — Momentum Building
Positive Signal
IRR trending at 12.2% with a 2.6x multiple. Recently named top 10 rental platform in Europe. The rental transparency market is growing and this company is gaining brand recognition. This may be a good moment to assess follow-on investment appetite ahead of their likely next raise.
Nain — Silence Requires Action
Follow Up
No investor report has been received for 2 consecutive quarters. The broader Greek tourism sector is performing well based on current news, which makes the silence more unusual. This may indicate internal challenges. Proactive outreach to the founding team is recommended before the next LP reporting cycle.
Dev — Strong Performer
Outperforming
Highest IRR in the portfolio at 23.5% with a 3.7x multiple. Internet and IoT services sector is strong. No concerns at this time. Worth featuring as a portfolio highlight in the next LP newsletter to demonstrate active investment success.
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