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Ashford Partners Strategy & Corporate Advisory

Growth Strategy Review

Lumen · growth options for FY27, and the one to take

Prepared forThe Lumen board
EngagementLM·SR·0726
Issued31 July 2026
Lead partnerE. Whitlock

01 · Recommendation

The mid-market is open now. The rebuild can wait.

Recommendation to the board
Enter the mid-market now; defer the platform rebuild. The window is priced into FY27, the rebuild is not.

Lumen’s position is stronger than the last board review assumed. Retention is best-in-class, mid-market inbound has doubled in a year without a single pound of targeted spend, and the product already meets the segment’s requirements as shipped. What the numbers do not support is the enterprise push: cycles run twice as long up-market and close at roughly half the rate.

We assessed four strategic options against a common scorecard. One clears the bar decisively. The mid-market entry asks for £1.2m of FY27 budget, reuses the current platform as is, and models payback inside six quarters. The platform rebuild is a real need, but an FY28 one; funding it this year would starve the growth motion to fix a constraint Lumen has not yet hit.

FY27 FY28 FY29 VALUE → Retention engine · 94% GRR Reprice · 12% floor Mid-market entry · £1.2m Payback · quarter six Service extraction Full rebuild review · FY28 H2 · EXTEND H1 · DEFEND H3 · EXPLORE
Fig. 1 · Three horizons. FY27 money holds the core (H1) and funds the mid-market entry (H2); the rebuild sits on H3 until FY28 planning.

02 · Options assessed

Four options, one clear winner

Each option was scored out of ten against five weighted criteria: value creation, time to impact, execution readiness, capital required, and risk. The map below plots value against readiness, and draws each option at the size of the capital it asks for; the shaded quadrant is where FY27 money should go.

PREPARE PURSUE PARK SELECTIVE A · Mid-market entry £1.2m ask · score 8.4 B · Platform rebuild £3.1m · defer to FY28 C · Enterprise push £1.8m · do not pursue D · Adjacent product £0.9m · do not pursue EXECUTION READINESS → VALUE CREATION →
Fig. 2 · Dot area scales with FY27 capital at ask. The shaded quadrant is where the year’s money goes.

Weights: value creation 30% · time to impact 25% · readiness 20% · capital 15% · risk 10%. Capital at ask: A £1.2m · B £3.1m · C £1.8m · D £0.9m. Option A recommended; B deferred to FY28; C and D not pursued.

03 · Key findings

Three findings that frame the decision

Enterprise cycles run twice as long, and close half as often

Headwind

Median sales cycle is 96 days in the enterprise segment against 47 days in the mid-market, with win rates of 19% and 34% respectively. CAC payback stretches from 11 months to 29. The up-market motion consumes the sales team’s best capacity for the weakest unit economics in the book. SR-03 · 24 months of pipeline data

Pricing leaves margin unclaimed

Opportunity

List price has not moved since January 2024. Discounting averages 18% and shows no correlation with deal size, and benchmark peers price 12–15% above Lumen for equivalent seats. A disciplined reprice with a discount floor is worth an estimated 4–6 points of gross margin without touching the product. SR-07 · peer set of 31 companies

Retention is best-in-class at 94%

Strength

Gross revenue retention of 94% and net retention of 109% put Lumen in the top decile of its peer set. Churn is concentrated in the smallest tier, below £6k ACV, precisely the accounts the mid-market motion replaces. The retention engine is the strongest argument for buying more customers now. SR-11

04 · Decisions & next steps

What we are asking the board to decide

RefDecisionOwnerDate
DR-01Approve the mid-market entry: £1.2m FY27 budget, two-pod sales motionBoard11 Sep 2026
DR-02Stand up the mid-market pod; first hires in seat and territories assignedCRO30 Oct 2026
DR-03Reprice new business from 1 Jan 2027; hold a 12% discount floorCFO30 Nov 2026
DR-04Re-scope the rebuild as incremental service extraction; full review at FY28 planningCTO15 Jan 2027
Where the £1.2m goes
DR-02 · CRO
Two-pod sales motion
£680k
57% of ask

Two pods of three, hired from October against named mid-market territories.

FY27 · Marketing
Mid-market demand programme
£340k
28% of ask

First paid programme behind inbound that doubled without spend.

DR-03 · CFO
Reprice & discount floor
£110k
9% of ask

Deal-desk tooling and enablement to hold the 12% floor from January.

DR-04 · CTO
Service extraction (scoping)
£70k
6% of ask

Incremental extraction only; the full rebuild question returns at FY28 planning.

The first twelve months
SEP 26 JAN 27 APR 27 JUL 27 SEP 27 11 Sep · Board approves £1.2m ask Jan 27 · Pricing live, rebuild re-scoped 1 Jul · FY28 planning rebuild full review 30 Oct · Pod in seat, territories set 1 Apr · First cohort revenue readout
Fig. 3 · The first twelve months. Oxblood, board decision · slate, executive delivery · open, checkpoint.

This review is tabled at the 11 September board. The page updates in place ahead of the meeting, so this link is always the current version.

Ashford Partners
Strategy & corporate advisory · prepared for the Lumen board · not for onward distribution
Questions? e.whitlock@ashfordpartners.com
Engagement LM·SR·0726
A fictional example published with Stacktree · no real client data