The practice behind the platform.
Guidance on investment screening, evidence, institutional memory and implementation in a family office.
16 resources
Investment screening for a lean family office.
Assess new opportunities using the mandate, portfolio record and prior decisions.
Read the articleThe investment record behind the decision.
Keep approved figures, source references and review history together.
Read the articleConnect the family’s investment records.
A shared structure for entities, investments, evidence and decisions.
Read the articleBring prior decisions into the next review.
Retain the original rationale, track subsequent evidence and recover relevant precedent.
Read the articleAssess the opportunity against the mandate.
Review cheque size, revenue profile, geography and the effect on existing exposure.
Read the articlePrepare an evidence-led investment memo.
State the assessment, supporting case, material risks and conditions for further review.
Read the articleReview the changes that require attention.
Separate operating updates, approved valuations and outstanding review decisions.
Read the articleBrief the principal on what requires a decision.
Lead with the capital position, material changes and the action required.
Read the articleScope each connection around the workflow.
Define the source records, permitted access, mapping and review responsibilities.
Read the articleApply AI within the investment process.
Define the source records, evaluation criteria and human review before introducing a model.
Read the articleImplement one defined investment workflow.
Agree the scope, baseline and acceptance criteria before building.
Read the articleAgree the controls before introducing family data.
Set the access, review, retention and processing requirements for the implementation.
Read the articleChoose the right implementation approach.
Compare workflow fit, operating responsibility and total implementation scope.
Read the articleRetain the reason behind every investment decision.
Recover previous diligence, introductions and the conditions for reconsidering a case.
Read the articleSet a clear acceptance test for the investment record.
Six checks for reliable evidence, review ownership and continuity.
Read the articleReview assumptions against observed outcomes.
Preserve the original underwrite and use comparable evidence to challenge the next case.
Read the article
Bring your next
investment
into focus.
Review a new opportunity against your mandate. See the supporting evidence, material risks and questions for diligence.