Lumesis, Inc.
Headquartered in Stamford, CT, Lumesis provides robust visualization and analytical tools and time-sensitive notifications for the fixed income marketplace. The company’s lead product, DIVER, is an interactive, web-based, fixed income research tool that offers more than 130 data sets from more than 30 distinct sources. DIVER provides timely and meaningful demographic and economic data that impact the fiscal well-being of states, counties and other municipalities and includes data and portfolio visualization tools, analytics and notification applications.
Why Lumesis? — Lumesis weaves together over 130 data sets and brings to market the first platform of comprehensive economic and demographic data to help municipal fixed income professionals identify risks in their portfolio, recognize opportunities in the market, and significantly enhance decision-making. Through its product DIVER (Demographic Information Visualization for Economic Research) and its unique CDM (Continuing Disclosure Management) service, Lumesis offers clients an interactive, web-based research tool that offers visualization, analytics and notifications. This technology allows users to evaluate their portfolios or a single CUSIP (Committee on Uniform Securities Identification Procedures) number against an aggregated database of demographic and economic indicators providing clients meaningful insights into the underlying financial health of an issuer. Ultimately, DIVER does the heavy data lifting so credit analysts, portfolio managers, RIAs and issuers/underwriters can spend their time producing superior results for their constituents.
Safeguard Board Member — Philip D. Moyer
Financial Summary — Safeguard has deployed $2.2 million of capital in Lumesis and has a 32% primary ownership position. Co-investors include NextStage Capital, L.P., an early stage investor in Mid-Atlantic-based technology companies, and angel investor Jim Ashton, Managing Partner, JA3Partners, LLC.
Initial Capital Deployment — February 2012
Sector — Technology, Financial Services IT
