Choose the capability your office needs.
Compare spreadsheets, relationship systems, AI assistants and bespoke implementation against the work your office needs to complete.
Spreadsheets and a connected record
Use spreadsheets for analysis and a shared record for source history, investment identity and review status.
Explore the trade offRelationship management and investment memory
Connect contact history and pipeline activity to holdings, source evidence and the investment rationale.
Explore the trade offA general AI assistant and the office’s record
Assess model capabilities alongside the ownership, quality and permissions of the investment records they use.
Explore the trade offBuild, buy and a focused implementation
Compare workflow fit, implementation scope and ongoing responsibility before committing to a wider build.
Explore the trade offCompare capability and ongoing responsibility.
Define the required workflow, then compare source access, review controls, support and ongoing ownership.
| Approach | A useful starting point | Responsibility to resolve |
|---|---|---|
| Spreadsheets | Flexible models and analyst owned work | Version discipline, shared identity and review history |
| Relationship system | Contacts, pipeline and follow up | How evidence and investment records connect |
| General AI assistant | Work on deliberately supplied information | Current context, validation and permission boundaries |
| Internal build | Distinctive requirements and direct control | Engineering continuity, security and maintenance |
| Avenset engagement | A connected investment workflow, scoped to the office | Fit, access, acceptance tests and ongoing ownership |
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.