Valtrix Holdings
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Verrado Freight Services

Monitoring — no action needed

Logistics · Memphis, TN

May 28 – Aug 13, 2026

last 12 weeks of telemetry

Integration Monitor28 points clear of the escalation threshold with nothing open

Verrado Freight Services is 28 points below its escalation threshold — resource & capacity is the strongest theme at 43 against a threshold of 71. Nothing is currently escalated, though 1 theme is still climbing. No board direction is outstanding.

43

Highest signal

of 71 threshold

0

Open escalations

nothing open

77%

Participation

coverage sufficient

0

Board actions

none assigned

What needs attention

2 active themes

Resource & Capacity

14 independent participants · 7 functions

Developing43 / 71FlatView evidence →

Reported by 14 independent participants across 7 functions, persistent for 7 weeks.

Talent & Team Stability

12 independent participants · 6 functions

Weak Signal35 / 71Rising 6wView evidence →

Reported by 12 independent participants across 6 functions, persistent for 6 weeks and rising.

Organizational radar

all 8 themes scored

0

Escalated

1

Developing

Resource & Capacity

7

Quiet

View all eight themes

Organizational radar

Verrado Freight Services 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
11
12
6
7
43
35
3
·

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.

platform · held since October 2022 · Memphis, TN

Company context
Employees
470
Signal seats
43
9% enrolled
Revenue
$131M
EBITDA margin
11–14%

Investment thesis

Regional less-than-truckload network with terminal density the national carriers cannot match on service.

Known exposures

  • ·Driver recruitment below plan at three of nine terminals
  • ·Terminal lease renewals concentrated in 2027

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

Beacon detects. Bearing interprets. You decide.