Fund of Funds

Enhance productivity with customisable engagement note templates, AI-generated summaries, and easy note categorisation for quick searches.

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Leverage the information already in the platform to craft compelling case studies that showcase your impact. Illustrate how companies have transformed over time through your input and engagement, telling a powerful story of influence and change.

And there are even more features, including investment memos, questionnaires, and innovative sales capabilities. This is all within an intuitive, affordable platform which benefits your entire team. 

Monitor progress and check off when your organisation and portfolio achieves ESG related targets and milestones.

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Effortlessly generate detailed reports for both clients and regulators. Any data stored on our system can be extracted as comprehensive, customisable reports, meeting your exact needs.

Get a concise overview of the team's fund ratings, useful for tracking, reporting, and explaining your investment process to external parties. Flexible for your process and easy to export.

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Connect with existing systems and third party providers where possible