PrivVaultPrivVault

Good morning, Jonathan

Here's what's happening with your portfolio today.

Portfolio value3.81%

$485,500

Available balance2.42%

$185,000

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Total invested1.90%

$250,000

Risk score
72Moderate

Balanced across secured private credit with limited concentration.

Portfolio overview
  • Property Development50%$150,000
  • Royalty Finance33%$100,000
  • Mining Finance17%$50,000
Distributions received5.20%

$94,437

Lifetime, all positions

AI Insight
New

Your private equity exposure is above target

Property Development now represents 50% of active capital, above your 40% long-term target. Consider diversifying into litigation or royalty finance to rebalance.

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Tasks
3 open
Recent activity
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Distribution · Harborview Property Development Credit

Aug 1, 2026, 10:00 AM · DST-2026-0801-221

+$1,350Confirmed

Investment · Granite Ridge Mining Finance

Aug 14, 2026, 2:22 PM · SUB-2026-0814-011

$50,000Processing

Deposit

Aug 10, 2026, 8:15 AM · DEP-2026-0810-559

+$100,000Confirmed

Distribution · Meridian Royalty Finance

Jul 1, 2026, 10:00 AM · DST-2026-0701-118

+$2,800Confirmed

Withdrawal

Jun 20, 2026, 4:40 PM · WTH-2026-0620-072

$25,000Confirmed

Open opportunities

View marketplace
Litigation Finance

PrivVault Litigation Finance I

Confidential Legal Finance SPV

Open

Senior secured exposure to a diversified portfolio of commercial litigation claims managed by an established legal-finance originator.

Expected return

12.5% p.a.

Duration

24 months

Minimum

$25,000

Closes

Sep 30, 2026

$3M of $5M65%
View Opportunity
Mining Finance

Granite Ridge Mining Finance

Granite Ridge Resources

Open

Asset-backed credit facility supporting the expansion of an established, cash-generative mineral operation.

Expected return

13.4% p.a.

Duration

30 months

Minimum

$50,000

Closes

Oct 31, 2026

$2M of $6M30%
View Opportunity