Overview
Your Equation Fund relationship, required actions, reporting status, and capital visibility.
Healthmetryx
AI Health Infrastructure · Preferred Equity · EQF portfolio company
Requires attention
Reporting packet is overdue in this demo and must be submitted for administrator processing.
Requested as part of continuing diligence.
Provide progress against the current implementation plan.
Investment lifecycle
Current stageAdministrator mirror
Source: Fund Administrator
Source: Fund Administrator
Source: Fund Administrator
Upcoming
Continuing diligence requirement.
Update revenue, enterprise activity, and key execution milestones.
Submission routed to administrator integration.
Capital
View fundraising and funded-capital status for your company. Administration values are mirrored from the fund administrator.
Capital activity
Fund Administrator| Date | Activity | Amount | Status | Source |
|---|---|---|---|---|
| Aug 05, 2026 | Capital funded | $2.0M | Posted | Administrator |
| Jul 14, 2026 | Capital funded | $1.5M | Posted | Administrator |
| Jun 03, 2026 | Capital funded | $5.0M | Posted | Administrator |
Diligence
Outstanding requests, submitted materials, review status, and EQF follow-up.
Current diligence requests
Healthmetryx only| Requirement | Category | Due | Status | Action |
|---|---|---|---|---|
| Quarterly financial package | Financial | Aug 10 | Overdue | |
| Updated capitalization table | Corporate | Aug 20 | Open | |
| Customer concentration schedule | Commercial | Aug 28 | Open | |
| IP portfolio confirmation | Legal / IP | Complete | Cleared | — |
Reporting
Submit company reporting and view administrator-processed financial records.
Submit reporting package
DueRequired before final submission.
Created after successful routing.
Administrator-processed records
Processed April 2026
Processed January 2026
Latest administrator record
Operating metrics · sponsor reported
EQF portfolio monitoring| Metric | Current | Target / Plan | Period | Status |
|---|---|---|---|---|
| Revenue | Demo | Plan | Q2 2026 | Sponsor update |
| Gross margin | Demo | 70%+ model | Q2 2026 | Sponsor update |
| Enterprise partnerships | 4 referenced | Execution milestones | Current | Tracked |
Documents
Secure sponsor-specific records, diligence materials, executed documents, and administrator reports.
Document room
Role restricted| Document | Category | Version | Source | Status | Action |
|---|---|---|---|---|---|
| Healthmetryx Offering Memorandum | Offering | Current | EQF | Approved | |
| Q1 2026 Financial Statements | Financial | Final | Fund Administrator | Authoritative | |
| Capitalization Table | Corporate | v3 | Sponsor | Update requested | |
| Investment / Security Terms | Transaction | Executed | EQF | Executed |
Milestones
Track the operating and financing milestones that support the EQF investment thesis.
Current thesis milestones
EQF monitoredTrack contracts, deployment, revenue conversion, and operating progress.
Maintain diligence, reporting, governance, and financial materials in financing-ready condition.
Financing or transaction event relevant to EQF's investment economics.
Open tasks
3 OpenOwner: Finance lead · overdue
Owner: Corporate counsel · Aug 20
Completed