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Insight That Drives Portfolio Growth

Turning investment into results

You’ve invested heavily in your portfolio — not just in capital, but in the time and effort it took to find and back the right companies. Now, you’re counting on those founders to turn your investment into meaningful returns.

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We partner with VCs and investors to help their portfolio companies perform and reach their growth goals. By identifying and resolving key challenges — whether in product, sales, go-to-market, or leadership — we help unlock their potential. Our approach is metrics-driven, giving you clear, consistent visibility into performance and progress across your portfolio.

Experienced SaaS founders

We've been on the same journey as your founders and have successfully reached a successful conclusion. We will provide your company founders with the tools and techniques to get to your goals quicker.

Track portfolio performance

Metrics is the key to reaching success. You don't know what you can't see and we'll ensure that the right KPIs are in place for you and your founders to track their performance and make sure they're reaching their goals.

Proactive management

We identify when businesses are likely to face challenges or need to make changes to reach their goals ensuring founders always have the options and support they need to succeed.

Quickly increase your portfolio value

Making the right decisions early is the key to building a quick and valuable business. This is what we do - provide expert advice backed with years of experience. Now do this across your portfolio companies and you'll be watching your investments increase in value quickly.

What our clients say

"Gareth has a remarkable ability to inspire those around him. He leads with humility, always eager to listen to ideas from anyone, regardless of their role or seniority. He doesn’t shy away from complexity; instead, he embraces it, often rolling up his sleeves to work alongside his team to find solutions."

Natalie Bate, breatheHR

Are you ready to get to the next level?

© 2025 Lumo Advisors

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