Executive Summary

Control panel · Power One Capital

+12.4%
$4.82M
Total AUM · USD
72% of annual target
+3 this month
48
Active Clients
60% of target portfolio
2 at risk
12
Active Projects
10 in progress, 2 under review
3 overdue
34
Pending Tasks
55% completed this sprint
Monthly Capital Flow
Inflows vs. Outflows · USD · 2025
Inflows
Outflows
JanFebMarAprMayJun
Recent Activity

  • New client onboarded

    Aldana Group Inc · 2h ago

  • Task completed

    Sigma Project due diligence · 4h ago

  • Transfer received

    +$280,000 USD · 6h ago

  • Milestone updated

    Beta Tech · Phase 2 started · yesterday

  • Task overdue

    Q2 Report · overdue yesterday

  • Proposal sent

    Del Río Investments · 2 days ago

Top Projects by Progress
  • Alpha Verde Project88%
  • Beta Tech Ventures65%
  • Sigma Real Estate Project42%
  • Delta Renewable Energy30%
Financial Snapshot · Jun 2025
Jun Inflows
$620,000
▲ 8.3% vs May
Jun Outflows
$184,000
▲ 2.1% vs May
Jun Result
$436,000
Margin: 70.3%
Pending receivables
$95,000
3 open invoices

Active Projects

12 projects · updated today

Client Base

48 active clients

Client ↕ Status

Task Management

34 pending · 3 overdue · 55 completed

Pending
0
    In Progress
    0
      Completed
      0

        Finance

        Financial overview · 2025 · USD

        Revenue YTD
        $3.24M
        ▲ 14.2% vs 2024
        Expenses YTD
        $980K
        ▲ 5.1% vs 2024
        Net Result YTD
        $2.26M
        Margin: 69.8%
        Accounts receivable
        $95,000
        3 invoices
        Monthly Detail 2025
        Month Revenue Expenses Result Margin
        Recent Transactions
        Showing 8 most recent
        Date Description Amount