Executive Portfolio Summary

Portfolio-level KPIs and health metrics across all 6 campaigns and 27 batches.

Financial Performance
Total Capital Deployed
$12.1M
27 batches across 6 campaigns
Net Referral Revenue
$36.3M
After funder payments deducted
Net Profit
$24.3M
After deducting $12.1M acquisition costs
Portfolio Net ROI
201%
$24.3M profit on $12.1M spend
Portfolio MOIC
3.0×
$36.3M returned on $12.1M invested
Total Settlement Value
$353.6M
Gross across all settling cases
Case Pipeline
Cases Signed
3,741
Across 6 campaigns, 12 marketers
Lost at Attorney Review
410
Early fallout — 11.0% of signed
Lost During Case
807
Late fallout — 21.6% of signed
Cases Settling
2,524
67.5% of signed cases reach settlement
Combined Fallout Rate
32.5%
Within 30-40% industry norm
Avg Effective Cost / Case
$4,791
$12.09M ÷ 2,524 settling cases
Funder Performance
Gross Referral Revenue
$67.9M
Total legal fees to referral firm pool
Funder Payments Out
$31.6M
46.5% of gross referral revenue
Portfolio Breakeven
Q1 2027
Cumulative cash position turns positive
Max Drawdown
−$10.8M
Peak negative cash Q3–Q4 2025

Spend vs Projected Revenue by Campaign

Case Volume by Fallout Stage