Valtrix Holdings
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Fennmore Health Analytics

Monitoring — no action needed

Healthcare Technology · Denver, CO

Jun 4 – Aug 13, 2026

11 weeks of telemetry

Expansion Monitor42 points clear of the escalation threshold with nothing open

Fennmore Health Analytics is 42 points below its escalation threshold — execution bandwidth is the strongest theme at 31 against a threshold of 73. Nothing is currently escalated, though 2 themes are still climbing. No board direction is outstanding.

31

Highest signal

of 73 threshold

0

Open escalations

nothing open

86%

Participation

coverage sufficient

0

Board actions

none assigned

What needs attention

2 active themes

Execution Bandwidth

9 independent participants · 5 functions

Weak Signal31 / 73Rising 3wView evidence →

Reported by 9 independent participants across 5 functions, persistent for 3 weeks and rising.

Resource & Capacity

7 independent participants · 4 functions

Weak Signal24 / 73Rising 3wView evidence →

Reported by 7 independent participants across 4 functions, persistent for 3 weeks and rising.

Organizational radar

all 8 themes scored

0

Escalated

0

Developing

8

Quiet

View all eight themes

Organizational radar

Fennmore Health Analytics across the eight themes

Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.

Company
Direction
Bandwidth
Comms
Alignment
Capacity
Talent
Friction
External
10
31
4
15
24
4
15
12

Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.

Board response

No board direction outstanding, and nothing open that needs one.

high growth · held since January 2024 · Denver, CO

Company context
Employees
220
Signal seats
35
16% enrolled
Revenue
$41M ARR
EBITDA margin
6–9%

Investment thesis

Analytics platform for value-based care contracts, underwritten on net revenue retention above 115%.

Known exposures

  • ·Retention supported by two very large customers
  • ·Burn plan assumes a Series-extension that has not closed

Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.

Beacon detects. Bearing interprets. You decide.