Scope the source
Agree the mailbox, folder, account or dataset and its permitted use.
Connect your existing investment systems.
Scope the documents, holdings and relationship records required for the workflow. Agree access and review controls before implementation.
Documents & models
Connect the documents used in the investment review.
Selected Outlook correspondence, SharePoint documents, OneDrive files and Excel models.
Vendor documentation
Microsoft 365Agreed source recordsAvenset mappingFamily · entity · investment
Review boundaryVerify the source and approve the change
Put the record to workAssessment · review · briefingIntegration route
Microsoft Graph provides permission scoped access to these services.
Before connecting
Agree the tenant, folders and delegated or application permissions. Preserve document access and version references.
Each connection requires agreed licences, permissions and implementation. No vendor accounts are connected on this website.
A working first step
From a file to a record with meaning.
An integration is only useful when the records match. Try the field mapping workbench to check family identity, units, periods and source references before exporting a review packet.
Make the meaning explicit.
Map the columns in a CSV and validate the records before review. Revenue is expressed in millions. This check runs locally and does not change the portfolio.
Use public test records only. Up to 100 rows. Supported currencies: GBP, USD, EUR, CHF, AED, SGD, HKD, JPY, AUD and CAD.
Avenset fieldSource column
Before the first connection
Source access. Mapping. Review.
A successful connection is more than data arriving. It must arrive against the right record, preserve its meaning and reach the right person.
Map the meaning
Reconcile investment identities, units, currencies and reporting periods.
Keep approval deliberate
Route material changes to a reviewer before they become approved figures.
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.