Portfolio Review Support

Improve customer portfolio reviews with external account intelligence

The Lumen Index adds a structured enrichment layer to pair with your current understanding of customer health.

Request a portfolio review See an example review brief

Bring a customer list, and optionally health score, segment, renewal timing, ARR band, account tier, or other internal account context.

Each star is a company. Brighter stars indicate more stress found in public sources.

Each star is a company. Brighter stars indicate more stress found in public sources.

Request a portfolio review

Example timeline of external stress recorded for one portlio company.

See how an enrichment pass can shed new light on stress that may affect buying, renewal, and churn decisions before it appears in internal metrics.

An anonymized example comprised of real world data, showing how external intelligence can deepen account understanding.

What we require to engage

A strong first review starts with a customer list, a clear review concern, and any metadata that helps sharpen the engine's pass.

INPUT

Customer accounts

A defined list of customer accounts or prospects to review.

PROBLEM

Review concern

Where current portfolio reviews feel incomplete, and which decisions need improved external context.

ENRICHMENT

Enrichment metadata

Health score, segment, region, industry, ARR band, renewal timing, account tier, or strategic account flag.

TIMING

Review moment

Which renewals, forecast cycles, executive reviews, or account planning moments matter most right now.

What The Lumen Index adds

We layer structured external account intelligence across the portfolio so teams can compare accounts under one consistent evidence process.

REVIEW

Public reporting tied to accounts

Workforce changes, leadership changes, breaches, restructuring, funding activity, and other visible company change tied to customer accounts.

METHOD

Evidence-backed review handling

Public items are reviewed through proprietary tooling and a consistent evidence process so external intelligence is simpler to compare.

OUTPUT

Enriched Accounts to improve portolio review context.

The output is a cleaner review queue and clearer cohort context, not a health score, prediction engine, or replacement for judgment.

Where it helps

Use your enriched reviews to launch better context activities.

Customer Success Prepare for renewals and sponsor conversations with enriched account context.

Add enriched context before renewals, sponsor conversations, and adoption reviews.

  • See which accounts may deserve a closer look before renewal.
  • Revisit assumptions when workforce, leadership, or breach reporting changes around an account.

Built from: public reporting tied to customer accounts.

See Customer Success use case
Revenue Operations Add enriched context to forecast reviews and portfolio inspection.

Bring a cleaner enriched view into forecast reviews, renewal timing checks, and weekly portfolio inspection.

  • Spot accounts or cohorts worth reviewing before forecast discussions.
  • Compare segments, regions, or tiers when metadata is available.

Built from: public reporting reviewed under one consistent lens.

See Revenue Operations use case
Finance Support forecast and executive reviews with a broader account view.

Add enriched account context when executive reporting and revenue reviews need a broader customer-company view.

  • See where business pressure may be clustering across major accounts or segments.
  • Add enriched context to forecast and collections discussions.

Built from: public reporting tied back to customer accounts.

See Finance use case
Sales Bring better account context into renewals and account planning.

Add enriched context when renewals, expansions, or strategic account conversations need a broader read on the customer company.

  • Bring more context into renewal and expansion reviews.
  • Reassess timing when restructuring, executive change, or workforce pressure appears.

Built from: visible company change around customer accounts.

See Sales use case

Add external intelligence to your next portfolio review

Bring a customer list and any internal account context you want included. We will walk through how external account intelligence can support renewals, forecasts, executive reviews, and customer conversations.

Request a portfolio review

Sharper external context for better portfolio review decisions.