Regulatory risk, built into the investment thesis.

Spot what can derail a deal before you sign, and watch every holding after entry. Lex27 turns regulatory output into intelligence you can act on for your investment decisions.

Book a call → Request a demonstration
Pre-investment screening

Before you sign, the target's regulatory profile.

Our agents read the target, scan every bill in the pipeline that affects it, and deliver a quantified due-diligence verdict. Real, anonymised example: a renewable-energy producer under review by an infrastructure fund.

Reading & legislative pipeline
The target
Independent renewable-energy producer
~1.7 GW in operation · 30+ GW pipeline · majority stake · 5-7 year horizon
The agent is building the issue map…
Due-diligence verdict
● Regulatory due diligence
Favourable with reservationsRegulatory score 68/100
Current framework16/20Stable
Legislative pipeline15/20Favourable
Political risk11/20Moderate
Societal pressure12/20Neutral
Regulator exposure14/20Favourable
The reservations
Onshore-wind litigation (70-75 % of projects appealed, ~7 years of procedure); recurring Senate amendment (setback distance 500 m → 1,000 m); Court of Auditors report (€87bn of renewables commitments).
Valuation adjustments
Litigation provision of €50-150k per project in development; +2-3 years on pipeline conversion; MAC clause on any text cutting the wind-accessible territory by more than 20 % or removing the feed-in premium.
Regulatory upside
RED III (permitting 18 → 6 months in acceleration zones) and PPE 3-driven repowering: pipeline conversion accelerated by 30 to 50 % over the holding period.
Your deliverables, ready to use
Due-diligence report (20-25 p) Adjusted valuation note MAC clauses to include
Portfolio monitoring

After entry, every holding under watch.

Continuous regulatory monitoring across the whole portfolio: a score per company, what has moved, and the alert that calls for a decision. Real examples, anonymised by sector.

6 companies monitored Average regulatory score 60/100 · 4 under pressure · 1 opportunity · 1 stable · high score = low risk
Long-haul road haulier
Transport & logistics
58↘
Latest signal
Per-kilometre heavy-goods levy bill (no. 2562): the real risk lies in the upcoming mobility framework act.
R&D tax-credit advisory firm
Consulting & services
52↓
Latest signal
Amendment extending R&D tax-credit penalties to advisory firms (art. 1740 A bis): re-introduction possible in joint committee.
Residential solar producer
Energy · self-consumption
60↘
Latest signal
Support for self-consumption scaled back across two bills (energy + economic-simplification).
Medical-device firm (cardiology)
Health · medtech
74↑
Latest signal
Cardio-neuro-vascular prevention bill: screening in pharmacies + AI in cardiology, a growth market.
Generics & biosimilars maker
Health · pharma
48↓
Latest signal
14 recent CEPS pricing orders and the Milon biosimilars amendment: sustained pricing pressure.
Renewable-hydrogen producer
Energy · hydrogen
70→
Latest signal
No live amendment targeting the core business: stable framework, continuous monitoring.
Alert of the week

Road haulier: the per-kilometre levy is taking shape

The signal
The per-kilometre heavy-goods levy bill (no. 2562, tabled 3 March 2026, referred to the finance committee) creates a per-kilometre tax on the non-tolled national road network. Tabled by a single MP, with no co-signatory: low immediate threat - but explicitly framed as the forerunner of the upcoming "mobility framework act" (from the "Ambition France Transports" conference), the real vehicle, at 12-24 months.
Impact
A new variable cost indexed to kilometres driven, not passable through in the short term to large-retail clients (contractual pricing pressure): a structural hit to the EBITDA of a haulier with a dense capillary network.
Action
Map kilometre exposure on the non-tolled network now; activate sector channels (FNTR, TLF) before the consultation phase; watch for the levy's inclusion in the framework act - the tipping point.

Never be caught off guard again.

Leave us your contact and your use case. We will get back to you with a demonstration on your own topics.

Or book a call directly.
France & Europe
emmanuel@lex27.ai