MASS TORT OPS // ACTIVE PORTFOLIO

6 CAMPAIGNS · 4 FUNDERS · 12 MARKETERS · $12.1M DEPLOYED · TARGET $31.6M FEE SHARE

Funder J-Curve ↗ Executive KPI ↗ MOIC Progress ↗ All Charts ↗

Campaign Operations

AFFF

Firefighter Foam

SETTLING NOW

Capital Deployed

$1.77M

Cases Settling

361

Fee Share

$5.39M

IRR

26.5%

Funder MOIC 3.05×

Settlement: Q1-2026 · Status: RECEIPT IMMINENT

CAMP LEJEUNE

Military Water Contamination

SETTLING

Capital Deployed

$2.36M

Cases Settling

485

Fee Share

$4.92M

IRR

17.3%

Funder MOIC 2.09×

Settlement: Q3-2026 · ETA: 7 months

PARAQUAT

Herbicide / Parkinson's

SETTLING

Capital Deployed

$2.39M

Cases Settling

532

Fee Share

$8.28M

IRR

27.4%

Funder MOIC 3.46×

Settlement: Q1–Q2 2027 · Split in 2 tranches

LACSA

LA County Sexual Abuse

ACTIVE

Capital Deployed

$1.25M

Cases Settling

186

Fee Share

$4.76M

IRR

32.8%

Funder MOIC 3.80×

Settlement: Q2-2029 · ETA: ~38 months

ROUNDUP

Glyphosate / Non-Hodgkin's

ACTIVE

Capital Deployed

$3.04M

Cases Settling

729

Fee Share

$6.56M

IRR

15.4%

Funder MOIC 2.16×

Settlement: Q3-2030 · ETA: ~54 months

ROBLOX

Gaming Addiction / Minors

PROJECTED

Capital Deployed

$1.28M

Cases Settling

231

Fee Share

$1.69M

IRR

9.2%

Funder MOIC 1.32×

Settlement: Q3-2031 · ETA: ~66 months

Campaign Funder MOIC vs 2.5× Target

Funder J-Curve — Cumulative Cash Position

Funder Roster

F3 — GAMMA

Limited-2 participant · 45% fee rate

#1 MOIC

Deployed

$936.6K

Fee Share

$2.98M

Net Profit

$2.04M

3.18×

AFFF W CL L 1W·1L

F4 — DELTA

Limited-3 participant · 38% fee rate

#2 MOIC

Deployed

$2.44M

Fee Share

$6.40M

Net Profit

$3.97M

2.63×

PARA W LACSA W ROUND L 2W·1L

F2 — BETA

All campaigns · 35% fee rate

#3 MOIC

Deployed

$4.21M

Fee Share

$10.88M

Net Profit

$6.67M

2.58×

AFFF W CL L PARA W LACSA W ROUND L ROBLOX L 3W·3L

F1 — ALPHA

All campaigns · 40% fee rate

#4 MOIC

Deployed

$4.50M

Fee Share

$11.34M

Net Profit

$6.84M

2.52×

AFFF W CL L PARA W LACSA W ROUND L ROBLOX L 3W·3L

Portfolio Health

Real-Time Position Indicators

Capital Recovery 44.6%

$5.39M received of $12.09M deployed

Fee Share Progress 17.1%

$5.39M of $31.60M total target

Drawdown Recovery 50.1%

From −$10.81M peak → −$5.42M current

Peak Drawdown −$10.81M

Current Net Position −$5.42M

Breakeven Q1-2027

Final Net Profit +$19.51M

Portfolio MOIC 2.61×

Marketer Performance Index — Ranked by Lead Quality (Early Fallout Rate, Lower = Better)

RANK	SOURCE	GRADE	CAMPAIGNS	CASES SIGNED	AVG EARLY FALLOUT %	FALLOUT PROFILE
#1	Justice Marketing Partners MS3	S	3 (AFFF, PARA, LACSA)	171	7.0%	7.0%
#2	Advocate Reach Marketing MS6	A	3 (CL, LACSA, ROBLOX)	328	8.0%	8.0%
#3	Pinnacle Legal Advertising MS10	A	1 (ROUND)	219	8.0%	8.0%
#4	Clearpoint Marketing Group MS9	A	1 (PARA)	148	8.0%	8.0%
#5	Heritage Media Partners MS8	A	1 (ROUND)	85	9.0%	9.0%
#6	Landmark Media Group MS2	A	5 (AFFF, CL, PARA, ROUND, ROBLOX)	844	9.6%	9.6%
#7	Verdict Media Solutions MS4	B	2 (CL, ROUND)	238	10.0%	10.0%
#8	Guardian Marketing Solutions MS11	B	1 (PARA)	226	11.0%	11.0%
#9	Apex Legal Marketing MS1	B	6 (All campaigns)	1,036	11.3%	11.3%
#10	Premier Case Acquisition MS5	C	2 (AFFF, LACSA)	292	16.5%	16.5%
#11	Summit Legal Media MS12	C	1 (ROBLOX)	79	18.0%	18.0%
#12	National Legal Leads LLC MS7	F	1 (CL)	75	35.0%	35.0%

Settlement Inflow Queue — $31.6M Across 7 Events · 2026–2031