Name the things that matter
The family’s entities, investments, opportunities and people have a shared identity.
The structure behind investment knowledge.
Connect investments, holding entities, source documents and decision history. Give the team a consistent account of the relationships that matter.
Opportunity
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.
£4m proposed cheque£7.2m revenue91% recurring
Give each link a meaning
Owns, introduces, supports and decides are different relationships. Keep them explicit.
Carry the source with the fact
Preserve the period, unit, review state and evidence behind each material value.
The value over time
Retain the decision and review subsequent evidence.
Keep what the team knew, what it decided and what it later learned. Retrieve the relevant precedent without rewriting it with hindsight.
Opportunity + source
Establish the initial investment case.
The management note provides the proposed cheque, reported revenue and recurring revenue share. Compare these inputs with the family’s investment criteria.
The investment team remains responsible for the decision.
What good looks like
Read the ontology guideConnect the records needed for the question.
Which new opportunities share a risk, a relationship or a prior concern with what the family already owns? That answer lives between records, not inside one document.
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.