Assess new opportunities against the family’s mandate. Bring revenue quality, portfolio exposure and prior decisions into a sourced screening memo.
A two-minute walkthrough of the initial screen, relevant precedent and analyst approval. Inspect the supporting evidence at each stage.
Choose a chapter to exploreStart with the introduction and investment deck. Review the reported financials and proposed cheque against the family’s screening requirements.
Review the incoming opportunity and its source materials.
Retrieve the original investment case.
Compare it with what happened next.
Microsoft 365
Addepar
DealCloud
SalesforceXplan
Excel
Power BI
PitchBookSharePointOneDriveCompanies HouseSource documentsAssess the opportunity against the family’s mandate, existing holdings and prior decisions.
Retrieve the rationale behind earlier decisions.
Documents, mandate and prior decisions.
Review the source documents, mandate and prior decisions associated with this investment.
Connect each investment to its owners and history.
Compare financial inputs, mandate fit and outstanding questions.
Establish whether the proposed cheque, geography and revenue profile meet the family’s criteria. Carry exceptions into the review.
Recover earlier committee decisions, related holdings and unresolved concerns. Use that history to frame the next diligence questions.
Retain the evidence, assumptions and decision rationale. Make the reviewer and next step explicit.
Agree the required inputs, screening checks and review owners. Use the same process to assess new opportunities and retain the decision record.
Inspect the source, date and review status of material figures. Keep reported information separate from the team’s assessment.
Orenda reports £7.2m of revenue in its management note. The source, date and page stay attached to the input.
Scope the documents, holdings and relationship records needed for the first workflow. Agree access, mapping and review responsibilities before connecting systems.
Selected Outlook correspondence, SharePoint documents, OneDrive files and Excel models.
Vendor documentationMicrosoft 365Agreed source records
Rehab MohsinFounder, AvensetRehab Mohsin founded Avenset after working in investment management, research, data integration and PE-backed AI adoption. His experience spans wealth management, strategy consultancy and family-office workflows.
The scope, responsibilities and controls behind the offering.
Read the guideAvenset supports investment screening, portfolio review and principal reporting from a shared investment record. The initial focus is a sourced screening memo that brings the family’s mandate, revenue quality and prior decisions into the analyst’s review.
Each investment is linked to its holding entity, introducer, supporting documents and decision history. An ontology defines these relationships consistently, allowing the team to follow the evidence across records rather than relying on separate folders or personal recollection.
The record retains the original investment rationale, reviewed updates and subsequent outcomes. Analysts can retrieve relevant precedent and establish what has changed. Dates, source references and unresolved questions remain part of the history.
Avenset is designed around the office’s existing systems. Implementation starts by identifying the required records and agreeing access, mapping and review responsibilities. Live connectors depend on vendor access, licences and the agreed scope.
Yes. Open the source beside an assessment, holding or incoming report. Proposed financial changes remain separate from approved figures until reviewed. Screening and model outputs retain the inputs and assumptions behind the calculation.
The analyst reviews the proposed assessment before CIO review and the principal’s decision. The public experience uses explicit calculations and an authored guide. A live AI-assisted implementation requires agreed data access, evaluation and approval controls; it does not transfer investment authority to the software.
Agree one workflow, its required records and the result the office needs. Establish the current baseline and acceptance criteria, then test the complete process with the team. Scope, timing, information controls and commercial terms are agreed before the pilot.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.