Skip to content
avenset
The investment matrix

Compare the case.
Inspect the evidence.

Review financial inputs, mandate fit and portfolio exposure.
Identify the questions that need further diligence.

Explore the matrix
Investment matrixOak Family OfficeInvestment research
Open a source document, financial snapshot or company brief. Monetary values in GBP millions.
CompanySource documentsSectorFinancials & growthInvestment snapshotMandate contextRevenue profileBalance sheetCapital
SoftwareReview for diligence

34.4% sector exposure after cheque · 35% mandate cap

HealthcareOutside mandate

35.8% sector exposure after cheque · 35% mandate cap

EnergyOutside mandate

40.1% sector exposure after cheque · 35% mandate cap

SoftwarePortfolio review

Operating performance against the retained investment thesis.

HealthcarePortfolio review

Operating performance against the retained investment thesis.

EnergyPortfolio review

Operating performance against the retained investment thesis.

IndustrialsPortfolio review

Operating performance against the retained investment thesis.

SoftwarePortfolio review

Operating performance against the retained investment thesis.

HealthcarePortfolio review

Operating performance against the retained investment thesis.

IndustrialsPortfolio review

Operating performance against the retained investment thesis.

EnergyPortfolio review

Operating performance against the retained investment thesis.

HealthcarePortfolio review

Operating performance against the retained investment thesis.

IndustrialsPortfolio review

Operating performance against the retained investment thesis.

SoftwarePortfolio review

Operating performance against the retained investment thesis.

HealthcarePortfolio review

Operating performance against the retained investment thesis.

IndustrialsPortfolio review

Operating performance against the retained investment thesis.

EnergyPortfolio review

Operating performance against the retained investment thesis.

SoftwarePortfolio review

Operating performance against the retained investment thesis.

18 recordsGBP millions · Open a cell to inspect its source

Retain the evidence
behind the decision.

Identify the reported figure.

Orenda reports £7.2m of revenue in its management note. The source, date and page stay attached to the input.

£7.2mManagement note · page 1
Investment research papers and a linen folio in a shaft of afternoon light
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.

Request a demo