Understand the work
Clarify the investment question and what the team currently has to reconstruct.
Software, implemented around your office.
Investment workflow software with a bespoke implementation. Agree the baseline, acceptance criteria and operating responsibilities before work begins.
Define the investment requirement.
Select a recurring screen or reporting process. Establish the inputs, review responsibilities and current preparation work.
The outputAn agreed workflow, baseline and acceptance test.
Define the first workflow
Agree the path before building the connection.
Make the inputs, ownership and review boundary visible. Export the process plan to use in the first conversation.
Orenda Identity · Direct investment
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Receive the opportunity
Retain the management-reported status of the figures until they have been verified.
- What comes in
- £4m proposed cheque. £7.2m revenue. 91% recurring revenue. United Kingdom.
- What leaves this step
- An opportunity with dated inputs and a source reference.
A considered implementation
The judgement. The structure. The follow through.
A useful result needs all three. Start with the office’s decision process, make the information coherent and test the workflow with the people who will use it.
Connect the record
Build the identities, evidence links and review boundaries needed for that workflow.
Prove its usefulness
Review the result against the acceptance test. Document ownership before adding scope.
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.