Inspect the input
Read the management note and identify the material inputs.
Screen Orenda against the mandate.
Orenda meets the initial screening criteria. Existing software exposure and a potential Beacon overlap require closer review.
Opportunity
Inspect the opportunity and its terms.
The opportunity connects its terms, source note and mandate assessment to the family’s existing portfolio. Its £4m proposed cheque is part of the concentration calculation.
£4m proposed cheque£7.2m revenue91% recurring
Connect the context
Check all six criteria and the concentration after the proposed cheque.
Complete the review
Trace the potential Beacon overlap and record the next decision.
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.