Investment workflows in practice.
Follow the inputs, review decisions and outputs across screening, financial updates and principal reporting.
Mandate → context → decision
Investment evaluation
Screen Orenda against the mandate.
Orenda meets the initial screening criteria. Existing software exposure and a potential Beacon overlap require closer review.
Follow the workflowSource → review → record
Financial review
Review Beacon’s shorter cash runway.
Compare the new board report with approved figures. Review the revenue revision and shorter cash runway before accepting the update.
Follow the workflowCapital → changes → briefing
Principal reporting
Prepare the principal’s investment briefing.
Summarise the capital position, outstanding reviews and recorded decisions. Export the briefing with its source register.
Follow the workflow
The next investmentAvenset
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.