Investment screening for a lean family office.
Assess new opportunities using the mandate, portfolio record and prior decisions.
Documents, periods and the figures they support.
Begin with the investment decision
Avenset brings the family’s mandate, investment records and prior decisions into the initial screen. The analyst can assess the opportunity, inspect the supporting evidence and identify what needs further diligence before preparing the case for CIO review.
Use one record through the review
A consistent investment record connects approved figures, source documents and decision history. Relationships identify the relevant entities, people and holdings. Defined workflows then turn those records into an assessment, a financial review or a briefing for the principal.
- An assessment that shows its criteria, exceptions and missing information.
- A portfolio view that separates operating updates from changes in valuation.
- A briefing that carries the decision and its supporting evidence together.
Agree the first implementation
Begin with one recurring workflow and a named review owner. Establish the current preparation time, evidence requirements and acceptance criteria. Test the complete process before extending its scope, and agree the responsibilities for ongoing operation and support.