Zax Capital / Platform / The Owner's Desk

The Owner's Desk: closer to what you own.

A client portal where advisory clients see their holdings, KPIs, variance flags and Zax work product in one place, with agent briefings signed off by a named principal. Shown below with fictional demo data.

Demo · fictional dataClient portal preview

The Owner's Desk · Demo Holdings Group

Demo · fictional data

Portfolio overview

Holdings monitored4demo

On plan2●

Variance flags1●

Alerts1●

Holding	Position	Lead KPI	Value	Status
Example Co. ASeries B · vertical software	Minority	Revenue run-rate	+[x]%	On plan
Example Co. BJV · industrial services	JV stake	EBITDA margin	−[x] pts	Variance flag
Example Co. CSeed · fintech infrastructure	Minority	Runway (months)	[x]	Runway alert
Example Co. DGrowth · healthcare services	Board seat	Net revenue retention	[x]%	On plan

Fictional companies. KPI values are shown as [x] placeholders, and the trend lines are illustrative shapes.

Holdings

Holding	Instrument	Reporting	Next event
Example Co. ASeries B	Preferred	Monthly	Board meeting [date]
Example Co. BJV	Common (JV)	Quarterly	JV committee [date]
Example Co. CSeed	SAFE	Monthly	Bridge decision [date]
Example Co. DGrowth	Preferred	Monthly	Budget review [date]

Variance to plan · lead KPI

Example Co. A

Example Co. B

−

Example Co. C

−

Example Co. D

Illustrative bar lengths. Thresholds are set per holding with the client.

Zax work product

Document	Prepared by	Signed off
Bridge options memoExample Co. C	Diligence agent + principal	Signed
Q[x] KPI packAll holdings	Portfolio Monitoring agent	Signed
JV governance reviewExample Co. B	Principal	In review

SEE

Everything you own, in one place

Holdings, instruments, reporting cadence and upcoming events, across direct stakes, JVs and funds.

KNOW

Variance before the board meeting

Monitoring agents track KPIs against plan and flag variances by threshold, and a principal decides what matters.

TRUST

Signed, sourced briefings

Every briefing shows who prepared it and who signed it off, under the glass-box standard.

The Owner's Desk is a planned client portal. This preview uses fictional companies and placeholder values and does not represent any real client, holding or performance. Data partitions are enforced for each client and each side of the information barrier.

Want a Desk for your portfolio?

The Owner's Desk is part of Zax board and shareholder advisory mandates.

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