Lucio

Investment Principal

Full-spectrum investment intelligence — from deal sourcing and financial modelling to risk management, portfolio concentration analysis, and real-time market sentiment, powered by 15+ live data integrations.

Available · cited sources, audit logged

Investment Principal

What Lucio Does

Deal Sourcing & Screening

Automated pipeline of private market opportunities filtered by thesis, geography, sector, and deal size. Pulls from SEC filings, Crunchbase, and proprietary data streams.

Financial Modelling

LBO, DCF, and comparable company analyses generated on demand. Dynamic assumptions, sensitivity tables, and scenario modelling for any asset class.

Portfolio Analytics

Real-time NAV tracking, attribution analysis, vintage year benchmarking, and J-curve projections across your entire portfolio.

Market Intelligence

Macro indicators from FRED, equity data from Alpha Vantage and Financial Modeling Prep, and cross-asset correlation dashboards updated continuously.

Social Media Sentiment

Sentiment scoring across X/Twitter, Reddit, LinkedIn, YouTube, and Discord. Trend detection, narrative tracking, and early-warning alerts on target companies.

Risk Management

Portfolio concentration analysis, currency risk monitoring, counterparty exposure tracking, stress testing, and tail-risk scenario analysis. Covers market, credit, liquidity, operational, and regulatory dimensions.

Open Data Sources

SEC EDGAR SEC Form D SEC 13F Financial Modeling Prep Alpha Vantage FRED OpenCorporates Companies House UK NewsAPI Google News X / Twitter LinkedIn YouTube EU Business Registries USPTO Patents

Premium Data Connectors

Connect your institutional data subscriptions. One click to authenticate — Lucio queries all connected sources automatically.

Ready to deploy Lucio?

Institutional-grade investment intelligence, available on demand.

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Disclosure Lucio is AI-generated investment analysis. Models, screens and sentiment outputs include confidence scores, source citations, and an append-only audit log. They are decision-support, not investment advice or a recommendation; final investment decisions remain the responsibility of qualified investment professionals operating under their own regulatory authorisations.