Mayburn Capital
Can the portfolio's data carry the AI and value-creation bet? 10 companies, one verdict each.
Capital at risk (est.)
€14-26M
across the portfolio, conservative estimate
Companies AI-ready
2 / 10
can proceed on AI today
AI use cases ready
18 / 60
fund-wide, across 6 per company
Avg Truth Score
56
bands A 1 · B 3 · C 4 · D 2
Portfolio league table
Score · Capital at risk · BandBrightwater Logistics
Logistics & Supply Chain · Salesforce / NetSuite · €88M
Saoirse Manufacturing
Manufacturing · Microsoft Dynamics / SAP · €134M
Nord Health Services
Healthcare Services · Salesforce / Oracle · €72M
Apex Retail Group
Retail · HubSpot / NetSuite · €51M
Vantage Software
B2B SaaS · HubSpot / QuickBooks · €24M
Meridian Supply Co
Distribution · Pipedrive / SAP · €47M
Cobalt Energy
Energy · Salesforce / SAP · €162M
Harbour Financial
Financial Services · Microsoft Dynamics / Oracle · €95M
NovaBuild Technologies
Construction Tech · HubSpot / Xero · €16M
Vanguard Logistics
Logistics & Supply Chain · Pipedrive / QuickBooks · €21M
Active monitoring alerts
Vanguard Logistics dropped below 30 (Not Ready)
Cross-system match rate fell under 15%. AI initiatives should be paused pending remediation.
Nord Health Services: EU AI Act lineage gap
Lineage at 64 with high-risk obligations landing Aug 2026.