ACORN PORTFOLIO INVESTMENTS LIMITED

🌿Early-stageactive
14414394 · ltd · incorporated 2022-10-12
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
Upgrade to see
Turnover
year to Sept 2024
Net worth
£-1.33M
book net assets
Opportunity
75/100
Strong
🔔
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What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
Pass (distressed without resilience)
Distressed active trading company — structural issues outweigh the discount.

Opportunity 75/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 0.6y

50/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Newest facility, 0.6 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (75/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
63 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Negative net assets
Liabilities exceed assets by £1,332,040

Key financials

1 year extracted from filed iXBRL accounts
Cash
£44k
Net Worth
-£1.3m
Current Assets
£17m
Current Liabilities

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-09-30
Total assets£13.43M
Current assets£16.64M
Cash£44.2k
Debtors£16.60M
Net assets£-1.33M

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
1
filing
  • 1 officers
Last 90 days
2
filings
  • 1 officers
  • 1 confirmation-statement
Last 180 days
4
filings
  • 2 confirmation-statement
  • 1 officers
  • 1 accounts
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
  1. 2026-05-15
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  2. 2026-05-14
    MASSOS, Christina Anna appointed
    secretary
  3. 2026-02-09
    📄
    accounts-with-accounts-type-small
    accounts · AA
  4. 2025-10-09
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  5. 2025-10-07
    🔒
    Charge registered #1
    Lender: Api Securities Limited
  6. 2025-09-26
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  7. 2025-08-20
    📄
    capital-allotment-shares
    capital · SH01
  8. 2025-08-20
    📄
    capital-allotment-shares
    capital · SH01
  9. 2025-08-20
    📄
    capital-allotment-shares
    capital · SH01
  10. 2025-08-20
    📄
    capital-allotment-shares
    capital · SH01
  11. 2025-08-20
    📄
    capital-allotment-shares
    capital · SH01
  12. 2025-08-19
    📄
    capital-allotment-shares
    capital · SH01
  13. 2025-08-19
    ✏️
    legacy
    change-of-name · RP04SH01
  14. 2025-08-18
    ✏️
    legacy
    change-of-name · RP04SH01
  15. 2025-08-18
    ✏️
    legacy
    change-of-name · RP04SH01
  16. 2025-08-15
    ✏️
    legacy
    change-of-name · RP04SH01
  17. 2025-02-18
    📄
    capital-allotment-shares
    capital · SH01
  18. 2025-01-22
    📄
    capital-allotment-shares
    capital · SH01
  19. 2025-01-22
    📄
    capital-allotment-shares
    capital · SH01
  20. 2025-01-22
    📄
    capital-allotment-shares
    capital · SH01
  21. 2025-01-16
    📄
    capital-allotment-shares
    capital · SH01
  22. 2025-01-16
    📄
    capital-allotment-shares
    capital · SH01
  23. 2025-01-16
    📄
    capital-allotment-shares
    capital · SH01
  24. 2022-10-12
    🏢
    Company incorporated
    As ACORN PORTFOLIO INVESTMENTS LIMITED
  25. 2022-10-12
    OMIROU, Melanie Jayne appointed
    director
  26. 2022-10-12
    SUMMERSKILL, Romy Elizabeth appointed
    director

Owner dependency

66/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Senior director age: Director aged approximately 59 — approaching natural succession window.

Succession & seller-readiness

46/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

1 med ·
Name changed 4 times
medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-08-19: legacy; 2025-08-18: legacy

Group structure

Acorn Green Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Acorn Green Group Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
ACORN PORTFOLIO INVESTMENTS LIMITED
This company · 14414394

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Acorn Green Group Limited
Corporate entity
75100%
75–100%board control75-100% shares · 75-100% voting · board control12/10/2022

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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17026952 · est 2026 · no financials extracted
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2022-10-12
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities

Registered office

29 York Street
London
W1H 1EZ
United Kingdom

Filing status

Accounts
Next due: 2026-06-27
Last made up to: 2024-09-30
Confirmation statement
Next due: 2027-04-14
Last: 2026-03-31

Officers (3 active · 0 resigned)

MASSOS, Christina Anna
secretary · appointed 2026-05-14
View their other companies + combined net worth →
Active
OMIROU, Melanie Jayne
director · ~49y · appointed 2022-10-12
View their other companies + combined net worth →
Active
SUMMERSKILL, Romy Elizabeth
director · ~59y · appointed 2022-10-12
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Api Securities
Api Securities Limited
A registered charge1 property07/10/2025
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (63 total)

appoint-person-secretary-company-with-name-date
officers · AP03
2026-05-15
confirmation-statement-with-updates
confirmation-statement · CS01
2026-04-18
accounts-with-accounts-type-small
accounts · AA
2026-02-09
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-23
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-17
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-10-09
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-09-26
capital-allotment-shares
capital · SH01
2025-08-20
capital-allotment-shares
capital · SH01
2025-08-20
capital-allotment-shares
capital · SH01
2025-08-20
capital-allotment-shares
capital · SH01
2025-08-20
capital-allotment-shares
capital · SH01
2025-08-20
capital-allotment-shares
capital · SH01
2025-08-19
legacy
change-of-name · RP04SH01
2025-08-19
legacy
change-of-name · RP04SH01
2025-08-18