Proprietary & Confidential ◆ Internal Working Tool

Portfolio Performance Sandbox▌

Gross, deal-level ◆ Company grain (one row per company, grouped) ◆ Source: Fund Admin (Rpt-Fund Gross Metrics, 09-Portfolio Companies) as of 03/31/2026
Announced exits applied ◆ Dragos CIP-I 20.3x (per LPA distribution, $66.71/sh) ◆ NetRise 4.2x
MTV & SPV deals excluded ◆ Industries from 09-Portfolio Companies ◆ LTD Growth CAGR = revenue CAGR; EV-multiple fallback when invest-date revenue < $100K (120% method)

Deal Sandbox

Fund Results

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Positions

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Blended Gross MOIC

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Simple Average MOIC

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Avg Growth CAGR

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% Capital in ≥3x

Team

Lead partner

Fund

Era

Status

Exit type

Industry

Cyber sub-domain

Min MOIC 0.0x

Vintage ≥ any

Cyber only

Announced only

Exclude 1.0x recency

Company	Fund	Industry	Invested	Value	MOIC	Gross IRR	LTD Growth CAGR	Status	Exit / Acquirer	Lead	Team	Era	Vint.	Cyber sub-domain

+ Green border = announced exit + Green MOIC = ≥3x outcome + Team: Current Former partner-led + Filters recompute KPIs live

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Funds 2013→

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Simple Avg Net MOIC

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Simple Avg Net IRR

Leadership-era funds only — ASOF & Shape MTV-VI SPV (2013) forward, when Spencer Tall & Pete Bodine began leadership. Pre-2013 Media Technology Ventures funds excluded. Net MOIC & Net IRR as of 03/31/2026 (Airtable 04b-Fund Metrics) — net of fees & carry.

Fund	Vintage	Committed ($M)	Deals	Invested	Value	Net MOIC	Net IRR	Dec-2026 (est.)	Leadership inflection