Pipeline

All live mandates across co-investments and fund commitments

Active dockets

Co-Investment Due Diligence

Teaser screen → market research → data room → returns → IC memo
CO-INVESTMENT IQ /

Fund Commitment Due Diligence

Screen candidates, research GPs, then compare a shortlist before committing

Fund candidates

Shortlists

Compare 2–4 screened funds side by side
FUND ALLOCATOR IQ /

FUND ALLOCATOR IQ / SHORTLIST /

Comparative analysis of shortlisted funds — terms, track record, mandate fit

Intelligence

Investment views, theses and observations that cut across the portfolio and the pipeline
IN DEVELOPMENTThe Intelligence workspace is where views form and persist: sector and market theses, manager observations, risks and opportunities noticed anywhere in the platform, and the notes that inform allocation decisions. It is deliberately not tied to a single deal or fund \u2014 a thesis developed here can bear on a co-investment, a fund commitment, a redemption or a rebalancing. Structure and content are being built out; the workspace is shown here so the architecture is visible.

Planned contents

Investment theses
Sector, sub-sector and geography views with the evidence behind them, versioned as they change.
Manager observations
Behaviour and delivery across the relationship: allocation, timing, reporting quality, adherence to strategy.
Risks & opportunities register
Items surfaced anywhere in the platform, held in one place with their status and owner.
Decision record
What was decided, on what basis, and what has happened since \u2014 the record that makes views testable.

Portfolio Monitoring

Committed positions, quarterly reporting review, exposure vs mandate

Positions

Exposure by sector

Exposure by geography

Quarterly report review

Upload a quarterly report — KPIs are extracted and flagged against underwriting

Mandate & Settings

LP mandate configuration, model selection, API access, data control

INFRA/LP

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