ACORN PORTFOLIO NO2 LIMITED
🌿Early-stageactive
14848294 · ltd · incorporated 2023-05-05
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
£350.6k
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 77/100 (strong), bankability 62/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
4 live charges · 3 lenders · oldest 2.1y
0/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Newest facility, 2.1 years old — likely still in initial term.
- · 3 lenders named — inter-creditor friction likely.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
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
4 charges (4/4 with lender, 4/4 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
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
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
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £350,556
Key financials
1 year extracted from filed iXBRL accountsCash
£9k
Net Worth
£351k
Current Assets
£2.2m
Current Liabilities
—
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-09-30 |
|---|---|
| Total assets | £2.06M |
| Current assets | £2.23M |
| Cash | £8.8k |
| Debtors | £2.22M |
| Net assets | £350.6k |
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
3
filings
- • 1 confirmation-statement
- • 1 miscellaneous
- • 1 officers
Last 90 days
3
filings
- • 1 confirmation-statement
- • 1 miscellaneous
- • 1 officers
Last 180 days
5
filings
- • 1 confirmation-statement
- • 1 miscellaneous
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (32 events)Click to expand
- 2026-05-21📄legacymiscellaneous · RP01SH01
- 2026-05-15📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2026-05-14➕MASSOS, Christina Anna appointedsecretary
- 2026-02-09📄accounts-with-accounts-type-smallaccounts · AA
- 2025-12-02📄capital-allotment-sharescapital · SH01
- 2025-09-29📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-09-26📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-09-11🔒Charge registered #4Lender: Api Securities Limited
- 2025-05-29📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-29📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-28📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-27📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-27📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-23📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-22📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-22📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-20📄second-filing-capital-allotment-sharescapital · RP04SH01
- 2025-05-16📄capital-allotment-sharescapital · SH01
- 2025-04-15📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-02-18📄capital-allotment-sharescapital · SH01
- 2025-01-28📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2025-01-22📄capital-allotment-sharescapital · SH01
- 2025-01-10📄capital-allotment-sharescapital · SH01
- 2025-01-10📄capital-allotment-sharescapital · SH01
- 2025-01-10📄capital-allotment-sharescapital · SH01
- 2024-07-17🔒Charge registered #3Lender: Blue Water Trustees Limited
- 2024-06-28🔓Charge satisfied #2
- 2024-06-03🔒Charge registered #2Lender: Romy Elizabeth Summerskill
- 2024-04-15🔒Charge registered #1Lender: Blue Water Trustees Limited
- 2023-05-05🏢Company incorporatedAs ACORN PORTFOLIO NO2 LIMITED
- 2023-05-05➕OMIROU, Melanie Jayne appointeddirector
- 2023-05-05➕SUMMERSKILL, Romy Elizabeth appointeddirector
Owner dependency
66/100
High — earn-out structure requiredMaterial 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 signalSome 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Acorn Green Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Acorn Green Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
ACORN PORTFOLIO NO2 LIMITED
This company · 14848294
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%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Acorn Green Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 05/05/2023 |
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 →Similar companies
Active · Financial services · W postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A.D.K CAPITAL LTD→ 16203756 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ACMR CAPITAL MANAGEMENT LIMITED→ 10873902 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ACORN GREEN SETTLEMENTS LIMITED→ 13400432 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ACORN PORTFOLIO NO3 LIMITED→ 15821091 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ACP ASSET MANAGEMENT LIMITED→ 12317338 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ACP LENDING 2 LIMITED→ 13006630 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| ACP MANAGEMENT PARTNERS, LTD→ 14403694 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ACP MIDCO 2 LIMITED→ 16769419 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ACP MIDCO LIMITED→ 12317243 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ACQUIRE SECURITY LTD→ 17112255 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| ACRE CAPITAL LIMITED→ 11324187 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ACS GLOBAL ADVISORS LTD→ 09846303 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
9 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
Incorporated2023-05-05
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: 2027-05-18
Last: 2026-05-04
Officers (3 active · 0 resigned)
MASSOS, Christina Anna→
Activesecretary · appointed 2026-05-14
View their other companies + combined net worth →
OMIROU, Melanie Jayne→
Activedirector · ~49y · appointed 2023-05-05
View their other companies + combined net worth →
SUMMERSKILL, Romy Elizabeth→
Activedirector · ~59y · appointed 2023-05-05
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
3
Outstanding
2
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Api Securities Api Securities Limited | A registered charge | 1 property | 11/09/2025 | — | |
| outstanding | Blue Water Trustees Blue Water Trustees Limited | A registered charge | 1 property | 17/07/2024 | — | |
| satisfied | Romy Elizabeth Summerskill | A registered charge | 1 property | 03/06/2024 | 28/06/2024 | |
| outstanding | Blue Water Trustees Blue Water Trustees Limited | A registered charge | 1 property | 15/04/2024 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (39 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-05-22
legacy
miscellaneous · RP01SH01
2026-05-21
appoint-person-secretary-company-with-name-date
officers · AP03
2026-05-15
accounts-with-accounts-type-small
accounts · AA
2026-02-09
capital-allotment-shares
capital · SH01
2025-12-02
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-09-29
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-09-26
confirmation-statement-with-updates
confirmation-statement · CS01
2025-06-11
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-29
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-29
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-28
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-27
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-27
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-23
second-filing-capital-allotment-shares
capital · RP04SH01
2025-05-22