Connect the family’s investment records.
A shared structure for entities, investments, evidence and decisions.
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.
Define the records and relationships
An ontology defines the office’s records and how they relate. A legal entity owns a holding. An introducer brings an opportunity. A committee decision refers to an investment and its supporting evidence. The same source can support several related records.
Connect the information needed for a decision
Combine the introduction recorded in a relationship system, the family’s existing holdings and the relevant committee history. These links help the team identify portfolio overlap, prior concerns and relationships that should inform the next diligence discussion.
- Entities: the family’s legal and investment structures.
- Investments and opportunities: distinct records that can share people, themes and evidence.
- Decisions: what was decided, why, by whom and on which information.
Build the required scope first
Start with the records needed for the first agreed workflow. Give each relationship a defined meaning and supporting evidence. Keep inferred links distinct from confirmed ones, and treat a possible product overlap as a question for review rather than an established conflict.
