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Registered number: 10489989










PIVOTAL IQ LIMITED
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2024




















 
PIVOTAL IQ LIMITED
 
 
Company Information


Directors
R Kasturi 
K R Scolnick 




Registered number
10489989



Registered office
Kemp House
124 City Road

London

EC1V 2NX





 
PIVOTAL IQ LIMITED
Registered number: 10489989

Balance sheet
As at 31 December 2024

2024
2023
Note
£
£

Fixed assets
  

Tangible fixed assets
  
-
1,441

  
-
1,441

Current assets
  

Debtors: amounts falling due within one year
 5 
1,846,134
1,426,376

Bank & cash balances
  
28,814
66,440

  
1,874,948
1,492,816

Creditors: amounts falling due within one year
 6 
(529,220)
(306,065)

Net current assets
  
 
 
1,345,728
 
 
1,186,751

Total assets less current liabilities
  
1,345,728
1,188,192

  

Net assets
  
1,345,728
1,188,192


Capital and reserves
  

Called up share capital 
 7 
1,000
1,000

Other reserves
 8 
613,493
390,004

Profit and loss account
 8 
731,235
797,188

  
1,345,728
1,188,192


The financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and in accordance with the provisions of FRS 102 Section 1A - small entities.

The financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The Company has opted not to file the statement of comprehensive income in accordance with provisions applicable to companies subject to the small companies' regime.

The financial statements were approved and authorised for issue by the board and were signed on its behalf on 16 September 2025.




R Kasturi
Director

The notes on pages 3 to 8 form part of these financial statements.

Page 1

 
PIVOTAL IQ LIMITED
 

Statement of changes in equity
For the year ended 31 December 2024


Called up share capital
Other reserves
Profit and loss account
Total equity

£
£
£
£

At 1 January 2024
1,000
390,004
797,188
1,188,192


Comprehensive income for the year

Loss for the year
-
-
(65,953)
(65,953)


Other comprehensive income for the year
-
-
-
-


Total comprehensive income for the year
-
-
(65,953)
(65,953)


Contributions by and distributions to owners

Share option scheme
-
223,489
-
223,489


Total transactions with owners
-
223,489
-
223,489


At 31 December 2024
1,000
613,493
731,235
1,345,728


The notes on pages 3 to 8 form part of these financial statements.


Statement of changes in equity
For the year ended 31 December 2023


Called up share capital
Other reserves
Profit and loss account
Total equity

£
£
£
£

At 1 January 2023
1,000
250,099
780,850
1,031,949


Comprehensive income for the year

Profit for the year
-
-
16,338
16,338


Total comprehensive income for the year
-
-
-
-


Total comprehensive income for the year
-
-
16,338
16,338


Contributions by and distributions to owners

Share option scheme
-
139,905
-
139,905


Total transactions with owners
-
139,905
-
139,905


At 31 December 2023
1,000
390,004
797,188
1,188,192


The notes on pages 3 to 8 form part of these financial statements.

Page 2

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

1.


General information

Pivotal IQ Limited ("the Company") is a private limited company with share capital incorporated in the United Kingdom and registered in England and Wales with registration number 10489989. The Company's registered office is Kemp House, 124 City Road, London, EC1V 2NX.

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with FRS 102 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland' and the requirements of the Companies Act 2006. The disclosure requirements of Section 1A of FRS 102 have been applied other than where additional disclosure is required to show a true and fair view.

The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires management to exercise judgment in applying the Company's accounting policies.

The following principal accounting policies have been applied:

 
2.2

Going concern

The financial statements have been prepared on the going concern basis despite the Company’s dependency on a group company for financial support and the generation of revenue. In the opinion of the directors the Company will continue to trade for the foreseeable future, and for at least twelve months from the date of approval of the financial statements, and therefore consider this to be appropriate.

The directors have obtained confirmation from the group company that it will provide whatever financial support may be necessary in order to enable the Company to meet its liabilities and commitments as they fall due within twelve months from the date of approval of the financial statements.

These financial statements do not include any adjustment which would result from the withdrawal of funding by the parent company.

 
2.3

Revenue

Revenue is recognised to the extent that it is probable that the economic benefits will flow to the Company and the revenue can be reliably measured. Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. The following criteria must also be met before revenue is recognised:

Cost plus fees

Cost plus fees represents fees received for administrative support services provided during the year. This turnover is recognised when the services are provided and is measured at a mark-up on costs.

Page 3

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

2.Accounting policies (continued)

 
2.4

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Computer equipment
-
over 2 to 3 years

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.5

Debtors

Short-term debtors are measured at transaction price, less any impairment. 

  
2.6

Cash and cash equivalents

Cash is represented by deposits with financial institutions repayable without penalty on notice of not more than 24 hours.

 
2.7

Creditors

Short-term creditors are measured at the transaction price.

 
2.8

Taxation

Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the Company operates and generates income.


Page 4

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

2.Accounting policies (continued)

 
2.9

Share-based payments

Where share options are awarded to employees, the fair value of the options at the date of grant is charged to profit or loss over the vesting period. Non-market vesting conditions are taken into account by adjusting the number of equity instruments expected to vest at each balance sheet date so that, ultimately, the cumulative amount recognised over the vesting period is based on the number of options that eventually vest. Market vesting conditions are factored into the fair value of the options granted. The cumulative expense is not adjusted for failure to achieve a market vesting condition.
The fair value of the award also takes into account non-vesting conditions. These are either factors beyond the control of either party (such as a target based on an index) or factors which are within the control of one or other of the parties (such as the Company keeping the scheme open or the employee maintaining any contributions required by the scheme).
Where the terms and conditions of options are modified before they vest, the increase in the fair value of the options, measured immediately before and after the modification, is also charged to profit or loss over the remaining vesting period.
Where equity instruments are granted to persons other than employees, profit or loss is charged with fair value of goods and services received.


3.


Employees

The average monthly number of employees, including directors, during the year was 22 (2023 - 28).

Page 5

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

4.


Tangible fixed assets





Computer equipment

£



Cost or valuation


At 1 January 2024
10,347


Disposals
(10,347)



At 31 December 2024

-



Depreciation


At 1 January 2024
8,906


Disposals
(8,906)



At 31 December 2024

-



Net book value



At 31 December 2024
-



At 31 December 2023
1,441

Page 6

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

5.


Debtors

2024
2023
£
£


Amounts owed by group undertakings
1,835,165
1,414,287

Other debtors
2,012
1,537

Prepayments and accrued income
8,957
10,552

1,846,134
1,426,376



6.


Creditors: Amounts falling due within one year

2024
2023
£
£

Amounts owed to group undertakings
-
32,525

Corporation tax
45,386
48,689

Other taxation and social security
-
535

Other creditors
5,079
16,041

Accruals and deferred income
478,755
208,275

529,220
306,065



7.


Share capital

2024
2023
£
£
Allotted, called up and fully paid



1,000 (2023 - 1,000) Ordinary shares of £1.00 each
1,000
1,000



8.


Reserves



Other reserves

The share based payment reserve consists of shares acquired in the parent company. Shares are issued to employees as they exercise their options under the share based payment scheme.

Page 7

 
PIVOTAL IQ LIMITED
 
 
 
Notes to the financial statements
For the year ended 31 December 2024

9.


Share-based payments

The group has established an equity share option scheme for its employees. The options were granted with a fixed exercise price and are exercisable only to the extent that they have vested over the service period as specified in the agreement. The fair value of the share options granted during the year is determined using the Black-Scholes model.


10.


Related party transactions

The Company has adopted the exemption permitted by paragraph 33.1A of FRS 102 Section 1A and has not disclosed transactions with other group members, which are wholly owned subsidiaries.


11.


Controlling party

The immediate parent undertaking is HG Insights, Inc, a company registered in the United States of America.
The ultimate parent undertaking is Shoreline Parent Inc, a company registered in the United States of America.
The parent undertaking of the smallest group of which the Company is a member and consolidated financial statements are prepared is Shoreline Parent Inc. Copies of consolidated financial statements can be obtained from 1 N Calle Cesar Chavez, STE 100, Santa Barbara, CA93103.


12.


Auditors' information

The auditors' report on the financial statements for the year ended 31 December 2024 was unqualified.

The audit report was signed on 18 September 2025 by Hannah Clegg (Senior statutory auditor) on behalf of Sayers Butterworth LLP.

 
Page 8