QUEENAN CAPITALPORTFOLIO / 2026
OPERATING COMPANIES

Build carefully.
Keep the thesis clear.

The portfolio is intentionally small. Each company should answer a distinct question, keep evidence separate from assumptions, and become more useful before it becomes more complicated.

04 / CURRENT PORTFOLIO

Different markets. One operating discipline.

Queenan Capital builds products around decisions where fragmented information, changing conditions, or weak evidence can make capital allocation harder than it should be.

EI
ExpenseIntelPre-commitment decision intelligence
Should this money be committed, and what still has to be verified?
Decision Passport · NHTSA · BLS · U.S. CensusOperating product
Operating view

Built for pre-commitment decisions where price, recurring burden, evidence, terms, timing and alternatives need to be separated before capital becomes hard to reverse.

Current surface

Decision Passport · modeled burden · evidence gaps · comparison · Change Watch

Open ExpenseIntel
WI
Waterline IntelGreat Lakes freight intelligence
Can this cargo move well, through which route, and with what operating constraints?
Movement · capacity · route intelligenceOperating product
Operating view

Built around Great Lakes freight decisions: route economics, shipment feasibility, market access, capacity signals and the operating constraints that can change execution.

Current surface

Cargo screening · route planning · vessel context · shipment workspace · market signals

Open Waterline Intel
GG
Gage GridIndustrial infrastructure intelligence
Can this site carry the project before capital is committed?
Power · water · wastewater · gas · fiber · USGS · EPAOperating pilot
Operating view

An operating pilot for project-first industrial site screening. Pilot capacity records are simulated; live public evidence is labeled separately and utility verification is required before an executable decision.

Current surface

Project screen · reverse rank · shortlist compare · capacity registry · change detection

Open Gage Grid

Portfolio standard. Source-backed evidence stays separate from modeled assumptions, products stay focused on a specific decision, and development follows usefulness rather than feature count.

Company profilesResearch standardsOperating notes
PORTFOLIO DISCIPLINE

What earns continued investment.

01

Useful decisions

The product should materially improve a real decision, not simply display information.

02

Evidence discipline

Public evidence, user facts, model output, and unresolved questions should remain distinguishable.

03

Focused expansion

New capabilities should deepen the company's thesis rather than turn it into a collection of unrelated tools.

04

Long horizon

Queenan Capital is built to study, operate, and improve businesses over time rather than optimize for a launch moment.