Balio provides venture capital and private equity services, focusing on B2B software businesses. The company offers a straightforward process for founders looking to grow their companies with a founder-first approach.

Balio

Octopus Wealth provides financial advice and planning services. The company helps clients build tailored financial plans and make informed decisions about their finances.

Octopus Wealth

Fundrbird provides fund operations solutions, integrating private equity fund accounting, reporting, and KYC & AML compliance with a focus on automating the lifecycle of funds.

Fundrbird

Mesirow provides customized financial products and services to individual client needs and invests in community welfare.

Metric
Company Name	Balio	Octopus Wealth	Fundrbird	Mesirow
Symbol
MSH ID	COM:BALIOHQ	COM:OCTOPUSWEALTH	COM:FUNDRBIRD	COM:MESIROW
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Venture Capital & Private Equity	Financial Advisory	Investment Management	Investment Management
Country	US	GB	US	US
Stage	Seed Round
Employee Count
Website	baliohq.com	octopuswealth.com	fundrbird.com	mesirow.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	40.30K	53.46K
Web Traffic Growth	1.66	2.20
Valuation
Raised Capital	638.58K

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

BALI

COM:BALIOHQ

Balio

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue