Portfolio v1
A visual representation of the current $10M AUM, with breakdowns by sector, geographic location, and asset type.
Portfolio Highlights
Interactive sections on each asset, including the carwash roll-up strategy, showing metrics like revenue growth, customer metrics, and projected ROI.
The interactive sections for each asset, including the carwash roll-up strategy, should be visually engaging, concise, and data-driven, giving investors an intuitive understanding of performance metrics and future growth potential. Here’s a breakdown of what these sections could look and sound like:
1. Revenue Growth Overview
- Look: A dynamic bar or line chart that displays year-over-year revenue or asset growth for each carwash location and the overall roll-up. Hover-over tooltips can show monthly or quarterly breakdowns for more detailed insights.
- Sound: “Strong and steady revenue growth underscores the success of our roll-up strategy. Each acquisition adds scale and efficiency, contributing to Ascendi Capital’s expanding revenue base.”
2. Customer Metrics
- Look: A dashboard-style section with key customer metrics like:
- Monthly Wash Volume: Showcased with a simple gauge chart or counters.
- Customer Retention Rate: Displayed as a percentage with an interactive chart to demonstrate loyalty.
- Customer Satisfaction: A rating metric (e.g., 4.7/5 stars) based on feedback and reviews.
- Sound: “Our focus on exceptional service and brand consistency drives customer loyalty and high satisfaction rates across all locations, supporting stable, recurring revenue.”
3. Projected ROI and Cash Flow
- Look: An interactive chart showing ROI projections over a 5-7 year investment horizon. Include toggles for “base case,” “optimistic,” and “conservative” scenarios, allowing users to explore various projected outcomes.
- Sound: “We project an attractive ROI of 2.5x – 3x over a 5-7 year period, driven by consistent cash flows and value creation through scale. Our transparent projections provide clarity and confidence in the growth trajectory.”
4. Operational Efficiencies and Synergies
- Look: Infographics or icons that highlight operational improvements post-acquisition, such as reduced overhead, supply chain synergies, and optimized staffing.
- Sound: “Operational efficiencies drive margin expansion, allowing us to achieve economies of scale and higher profitability with each acquired location.”
5. Portfolio Impact Map
- Look: A map that marks each location (green – existing and blue/red – targets) across Alberta, Manitoba and Saskatchewan, with interactive pins showing location-specific metrics like revenue, customer traffic, and ROI.
- Sound: “Our regional focus allows us to optimize operations and enhance brand presence, creating a cohesive network of high-performing assets that deliver reliable, scalable value.”
Future Growth Plans
Ascendi Capital is committed to expanding its portfolio of high-quality real assets across Western Canada. By focusing on our carwash roll-up strategy and selectively adding complementary real assets, we aim to build a diversified and resilient portfolio that delivers sustainable value for our investors.
We are actively pursuing acquisitions to achieve our target of 15 carwash locations over the next few years, concentrating on well-located, high-demand areas. Each acquisition enhances operational efficiencies, increases brand recognition, and drives cash flow stability.
In addition to carwashes, our pipeline includes other high-potential real assets such as RV campsites, self-storage facilities, and multifamily real estate. These assets align with our strategy to deliver steady income, diversify our portfolio, and tap into growing markets.
Our growth plans are based on disciplined investment selection, operational excellence, and the creation of significant value for our partners. Ascendi Capital’s strategy focuses on long-term asset appreciation and a potential portfolio exit that maximizes investor returns.
