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Analyses on Menara Ventures (4)
- March 29, 2026March 29, 2026
- Follow-up
Pairzon: The Portfolio's Best Asset or a Valuation Asking for Too Much Belief
Pairzon looks like the best asset left in Menara, but the NIS 8.878 million mark asks investors to believe not just in current traction but also in a long DCF path, a financing-first liquidity path, and a legal case that remains unresolved.
- Follow-up
Menara After Run Off: How Much of the Marked Value Is Actually Reachable?
At year-end 2025 Menara's value is real in accounting terms, but still far from the unit holder because most of it sits in private holdings, moves through a payment waterfall, and only turns into cash after actual realizations.
- Follow-up
Matics: From Optional Upside to a Funding Risk
In 2025 Matics moved from being an optional holding inside Menara's portfolio to being a funding-risk center: it accounted for about 90% of the portfolio markdown, ended the year with ARR of $3.033 million that declined by 12.8%, and had only about $70 thousand of cash against r…
Menara Ventures 2025: The Discount Is Deep, but the Value Still Has to Turn into Cash
Menara trades at a very deep discount to equity because most of its value still sits inside private-company marks, and the path from paper value to cash for unit holders has not yet been proven.
