Q1 2026 Portfolio Snapshot
For the next CAAIN board meeting · auto-drafted from the portfolio
Top 3 wins this quarter
- F3 / PIP hit traceability milestone 2 weeks ahead of schedule (78% spend, 71% of timeline elapsed).
- Moove dairy-logistics platform reached 12 production deployments; Maritime expansion underway.
- $8M ISED extension closed (Mar 13 2025), opening 13 new AI demonstration slots over 24 months.
Top 3 watchpoints
- P&P Optica reporting cadence slipped to 34 days; outreach prompt fired to project lead.
- Logistics category remains thin — 1 project, ~3% of capital — while EPR pressure rises.
- 5 projects missing ISED-portal data; Q1 filing readiness 34 of 41.
Decisions requested
- Approve fresh-produce / food-waste as a new portfolio category for the next call.
- Confirm Maritime + Quebec regional outreach within FY26.
- Authorize alignment-memo template for outbound funder communications.
Co-investment leverage by anchor
CAAIN $ vs industry co-invest, $M
Capital deployment curve
Cumulative disbursed vs committed ($M)