Bring evidence, investor context and human decisions into one workspace. Inspect recorded sources, assumptions and review status; AI-generated output requires review.
Compare a proposed investment with confirmed profile revisions and a dated portfolio. Inspect missing facts, source changes and unresolved conditions before making a decision.
Follow the selected investor context through evidence review, supported scenario assumptions, committee conditions and recorded outcomes. Historical analysis and current source state remain separate.
Keep project readiness separate from investor compatibility. Review the selected profile, proposed position and available evidence before relying on a result.
Review source documents, recorded extraction results and references. Missing, restricted or changed sources can limit what is available.
Inspect stored inputs, calculation versions and source references where recorded. AI reruns may differ; unchanged answers are not guaranteed.
Review dated holding values and recorded changes. Coverage, currency and source limitations affect which portfolio figures can be established.
Use available exports alongside their recorded assumptions and supporting material. Report availability and evidence coverage depend on the underlying records.
Inspect workspace policies, role and object permissions, processing records and rights outcomes. These controls are not a compliance certification or a residency guarantee.
One platform, six distinct experiences — serving both sides of the market.
Project Holders & Developers
Project readiness evidence, confirmed investor context and reviewed outreach
Fund Managers & GPs
Dated portfolio oversight, human review and available report exports
Deal Teams & Analysts
Screening assumptions, source references and unresolved diligence questions
Portfolio Managers
Recorded conditions and holding changes, with dated scenario assumptions
Limited Partners
Recorded portfolio updates, structured Q&A and shared review material
Compliance Officers
Access and processing records, scoped rights outcomes and source review
The audit trail starts the moment you upload. Book time with the team.