Investment Sense provides independent financial advice and information to individuals planning for retirement, at retirement, or seeking guidance with their pensions.

Investment Sense

Balio provides venture capital and private equity services, focusing on B2B software businesses. The company offers a straightforward process for founders looking to grow their companies with a founder-first approach.

Balio

Floreat is an independent financial services group that specializes in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide.

Floreat

London Wealth Management provides planning-led investment management tailored to individual client needs, emphasizing high-quality service and long-lasting relationships.

Metric
Company Name	Investment Sense	Balio	Floreat	London Wealth Management
Symbol
MSH ID	UK:CO:INVESTMENTSENSE	COM:BALIOHQ	COM:FLOREAT	UK:CO:LONDONWM
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Advisory	Venture Capital & Private Equity	Investment Management	Wealth Management
Country	GB	US	GB	GB
Stage		Seed Round
Employee Count
Website	investmentsense.co.uk	baliohq.com	floreat.com	londonwm.co.uk
LinkedIn			floreat-group
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	40.30K	182
Web Traffic Growth	1.66	-0.91
Valuation
Raised Capital	638.58K

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

CO

UK:CO:INVESTMENTSENSE

Investment Sense

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue