The Platform / 02
From thesis to the companies that matter.
A continuous investment-intelligence workflow. Define what matters to your fund, map the market, evaluate the fit and understand the moment.
01 / Thesis generator
Thesis Builder
Write the thesis. Aurora makes it structured, reusable intelligence.
Not a one-time search. A model of your strategy that continuously evaluates the market.
“We're looking for Nordic founder-owned B2B services businesses with €20–100m revenue, EBITDA above €5m, >8% growth, recurring revenue and strong fragmentation. Prefer companies where we can pursue buy-and-build.”
- Geography
- Sweden, Norway, Denmark, Finland
- Sector
- B2B / industrial services
- Size
- €20–100m revenue · €5m+ EBITDA
- Quality
- > 8% growth · > 15% EBITDA margin
- Revenue model
- Recurring or resilient preferred
- Ownership
- Founder or family · exclude PE-backed
- Strategic
- Fragmented market · buy-and-build
02 / Map the universe
Start with broad Nordic coverage. Narrow it to companies that match your criteria, then to the few priority opportunities.
Target universe
Real companies. Explicit evidence gaps.
Aurora currently covers real Swedish companies. Records with source-reported figures remain distinct from companies awaiting financial verification.
65
Real company records · Sweden
16 profiles carry source-reported financial summaries.
49 profiles await verified financial figures.
Company identity, sector and location support initial screening.
Linked financial summaries require checking against the underlying annual reports. EBITDA, ownership percentages and shareholder intentions are not assumed.
Nordic expansion is planned; coverage outside Sweden is not implied.
03 / Evaluate
Aurora Score
A considered view of what deserves attention.
Current scores are provisional Aurora screening assessments. Live fund-specific calibration is not yet applied; a score is not a company fact or a transaction probability.
What a score considers
Financial quality
Ownership & succession
Competitive position
Dealability & timing
Thesis alignment
Evidence before precision
Know what is supported. Know what is missing.
Source-reported figures, team research and hypotheses remain distinct. No invented metric breakdown or undisclosed transaction likelihood is presented.
04 / Understand & act
Move from a score to a company, its situation, the timing and the evidence behind the interpretation.
Investment screening
Don't just filter. Evaluate.
A real company, source-linked observations and a clear boundary between evidence and investment hypotheses.
- Business
- Fibre-optic communication
- Country
- Sweden
- Customer context
- Defence & critical infrastructure
- EBITDA
- Not verified
- Ownership intentions
- Not known
Geography
Swedish company
Industry
Specialist fibre optics
Financial quality
Validate against filed accounts
Ownership
Further research required
Buy-and-build
Hypothesis, not established
Defence-related demand may be relevant to a specialist industrial technology thesis. A framework agreement is evidence of a commercial relationship, not evidence that the company is for sale.
Validate order conversion, concentration, cash generation and owner intentions before forming an investment view.
Radar / Why now
Follow changes that deserve investigation.
Dated company announcements provide context; their investment implication remains a hypothesis.
Source-reported / 14 January 2026
Micropol extends its FMV framework agreement.
Read Micropol’s announcementInterpretation / to validate
An extended customer agreement may support visibility. Confirm contract terms, actual orders and revenue contribution; it does not establish a transaction window or a score change.
Evidence and trust
Source → Evidence → Interpretation → Confidence
A claim is only as useful as the evidence behind it.
Micropol announced an extension of its FMV framework on 14 January 2026.
Interpretation: potentially relevant customer continuity; commercial impact still requires diligence.
Unknown: order conversion, ownership intentions and transaction appetite.