7 educational properties · £24.3M equity raised · Nexus Group
Nexus Group
Via Harry Hyman
☾
⚙
Portfolio Overview
Tenant Health
Deal Pipeline
Lease Events
Entity Compliance
XO Intelligence
Knowledge Base
🧠
CRITICAL — Leadership Transition: Clinton Kramer moves to Special Projects. His 17 years of deal criteria, Ofsted weighting logic, and exception taxonomy currently exist only in his head. XO Knowledge Abstraction captures this institutional knowledge permanently — before it walks out the door. Andrew Herd operates with identical precision post-transition.
Asset Register 7 properties
All
Critical
Warning
Healthy
Asset
Type
Yield
WAULT
XO
Portfolio KPIs
Streamline Workflows 6 configured
XO INTELLIGENCE — PORTFOLIO OVERVIEW
Outstanding Ofsted
2
Beacon Bridge, Meadowbrook
Good Ofsted
4
Northfield, Oaktree, Horizon, Little Acorns
Requires Improvement
1
Sunflower Nursery — monitoring
Covenant Alerts
2
Northfield (62), Sunflower (54)
Tenant Covenant Monitor Ofsted + Companies House + Accounts
Ofsted
Tenant
Asset
Covenant
Last Filed
XO Alert
Note
XO INTELLIGENCE — TENANT HEALTH
XO monitors Companies House filings, Ofsted inspection outcomes, and tenant accounts for all 7 educational property tenants. 24-hour alert on rating downgrade or >20% net asset decline. Compliance overlay pattern — the audit trail IS the deliverable.
Pipeline Deals
5
scored against Clinton's criteria
IC Paper Ready
1
Fairview Montessori — 88/100
In Progress
3
due diligence / HoTs
Monitoring
1
Tidemill — below yield threshold
Capital Available
£11.4M
remaining deployment capacity
Deal Scoring Board All criteria from Clinton's 17-year framework
All
IC Ready
In Progress
Monitor
Asset
Type
XO Score
Yield
WAULT
Ofsted
FRI
Stage
Status
XO INTELLIGENCE — DEAL PIPELINE
Each deal is scored deterministically against Clinton Kramer's codified 17-year underwriting criteria — protocol, not probability. IC papers generated in hours, not days.
Reviews in 60 Days
3
£33,220 annual uplift to capture
Break Windows
1
Northfield — opens 8 months
Lease Expiries
1
Sunflower — 2029
Uplifts to Capture
£33,220
annual · 60-day window
Lease Event Calendar All upcoming events — XO monitored
Urgency
Asset
Event
Due Date
Uplift
XO Status
Action
XO INTELLIGENCE — LEASE EVENTS
XO auto-generates rent demand notices on review trigger dates. Previously 2–3 days per review — now under 2 hours. All £33,220 of annual uplifts in the 60-day window are pre-drafted and awaiting board sign-off.
Filing Due <7 Days
1
Pine Education Assets Ltd — CRITICAL
Due in 30–90 Days
2
PINE Assets North, Midlands
Fully Current
2
Holdings, GP entity
Total Charges
7
mortgage charges across SPVs
SPV Entity Register 5 entities — all monitored by XO
Status
Entity
Type
Directors
Next Filing
Due Date
Charges
XO INTELLIGENCE — ENTITY COMPLIANCE
XO monitors all PINE II SPVs for Companies House filing deadlines with 30/14/7-day alerts. Forms are pre-populated automatically — director review and submission takes minutes. Zero missed filings across every entity is the target.
Critical Items
3
immediate action required
High Priority
2
this week
Medium
1
this month
Data Points Indexed
4,847
across PINE II estate
PINE II — Contact Map
Contact
Role
Status
Next Step
Clinton Kramer
clinton.kramer@nexusgroup.co.uk
Special Projects Director, Nexus Group
DISCOVERY DONE
Demo → POC proposal. Cost concern: position as low-risk wedge POC
Andrew Herd
andrew.herd@nexusgroup.co.uk
Fund Lead (stepped up from Clinton)
ENGAGE
Knowledge Abstraction session — validate rule set alignment with Clinton's criteria
Harry Hyman
harry.hyman@nexusgroup.co.uk
Founder / NED — PHP, Nexus, Pine
WARM — SPONSOR
Via Tom Dudbridge. Pine Fund = easiest entry to Harry's universe
Timothy Bailey
Board Director
Pine Fund Board
INDIRECT
Entity compliance contact — Pine Education Assets Ltd filing in 7 days
James Peirs
Board Director
Pine Fund Board
INDIRECT
Entity compliance contact — co-director on Pine Education Assets Ltd
🧠
Living Knowledge Base — Clinton's Institutional Memory
XO has begun extracting Clinton Kramer's 17-year deal criteria into codified protocol. Each asset in the register has been ingested — lease clauses extracted, Ofsted weighting applied, covenant thresholds mapped. This is the living knowledge vault that makes the fund independent of any individual.
7
Assets ingested
23
Deal criteria extracted
4,847
XO vectors indexed
Today
Last sync
Asset Knowledge Register Click for full detail
Clinton's Deal Criteria — Encoded 23 Rules
Ofsted weightingXO EXTRACTED — Outstanding required for acquisition; Good acceptable with 20yr+ WAULT; RI triggers automatic review flag
Lease structureXO EXTRACTED — FRI mandatory; no IRI accepted without yield premium ≥0.8ppts; minimum 15yr term at acquisition
Catchment scoringXO EXTRACTED — Demographic score ≥70/100; ONS population growth trend positive; school roll trajectory key indicator
Exception protocolXO EXTRACTED — 3 of 5 criteria can be waived with board approval + yield premium ≥1.2ppts. Clinton's historical exceptions: 4 approved in 12 years