Portfolio Analytics

Portfolio-grade analytics. Built for investors.

Lumen gives PE investors and portfolio operators the same cross-location visibility that the best operators have at a single site. Real-time, consolidated, and board-ready.

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Core Analytics

Everything investors need. Nothing they don't.

Real-time portfolio visibility that replaces quarterly spreadsheet cycles with continuous, consolidated analytics.

Consolidated P&L

Multi-location P&L rollup that pulls live data from EMR, payroll, and accounting across every location. Same-store and portfolio-level views with drill-down to individual practice.

Real-time, not quarterly

Same-Store Comparisons

Like-for-like KPI comparison across locations. Normalize for size, market, and tenure to identify true outperformers and underperformers in the portfolio.

Apples-to-apples benchmarking

Board Deck Generator

One-click board-ready presentations with portfolio KPIs, location scorecards, and trend analysis. Formatted for PE investment committees. Exportable to PDF.

Generated in seconds, not weeks

Scenario Modeling

What-if analysis for acquisitions, pricing changes, and growth scenarios. Model the impact of adding locations, changing service mix, or adjusting provider comp across the portfolio.

Acquisition + growth modeling
Reporting & Operations

Reports that write themselves. Alerts that don't wait.

Automated reporting and threshold monitoring that replaces the manual data pulls your team does every month.

LP Reporting

Limited partner reports auto-generated from live data. Fund performance, location-level detail, and portfolio KPIs formatted for your LP communication cadence.

Quarterly LP reports in 1 click

Weekly Flash Report

Automated weekly performance summary delivered to your inbox every Monday. Revenue vs. target, top/bottom locations, key alerts, and week-over-week trends.

Delivered every Monday at 7 AM

Multi-Fund View

Cross-fund aggregation for firms managing multiple aesthetic portfolios. Compare fund-level performance, allocation, and rollup metrics in a single view.

2 funds, 4 portfolios, 22 locations

Alerts & Threshold Monitoring

Automated alerts when any location crosses your defined thresholds — revenue drop, utilization spike, provider comp ratio, or patient churn. Real-time, not quarterly surprises.

Custom thresholds per location
Built for PE

Why PE firms choose Lumen

48-Hour Deployment

No migration. No disruption. Lumen connects to existing EMR, payroll, and accounting systems at every location and starts aggregating data immediately.

Board-Ready in Minutes

Reports, decks, and LP materials generated automatically from live data. No analyst hours. No stale spreadsheets. Formatted for investment committees.

HIPAA + SOC 2 Compliant

AES-256 encryption at rest and in transit. PHI sanitization before processing. BAA agreements. RBAC access controls. Audit logging.

Your portfolio, fully visible.

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