Evidence-led analysis.
Inspect the evidence behind material claims and identify missing information. The analyst reviews the assessment before it moves to the CIO.
Investment intelligence for family officesInvestment
Investment
screening.
With evidence.
Assess revenue quality, valuation and mandate fit. Prepare a sourced screening memo with the risks and questions for analyst and CIO review.
The screening experienceFrom opportunity
From opportunity
to screening memo.
A two-minute walkthrough of the initial screen, relevant precedent and analyst approval. Inspect the supporting evidence at each stage.
Choose a chapter to exploreStart with the introduction and investment deck. Review the reported financials and proposed cheque against the family’s screening requirements.
Your opportunity pipeline
The next investment.
Review the incoming opportunity and its source materials.
OOrenda IdentitySoftware / United KingdomNew opportunity
MMorrow DiagnosticsHealthcare / EuropeIn pipeline
VVolta MobilityEnergy / North AmericaIn pipeline
Introduction: Orenda IdentityAmelia Shaw, Northbank Partners
Software and implementation,
built around your office.
Begin with a defined screening process. Configure the mandate, source records and review responsibilities, then test the result against criteria agreed with your team.
Request a demoA measurable first engagement.
Establish a pilot baseline for preparation time, review corrections and committee-pack assembly. Evaluate the completed workflow against that baseline.
A defined investment scope.
The initial workflow covers direct investments. Venture fund screening requires a separate scope covering manager history, fund terms and portfolio construction.
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.