SOLUTIONS · FUNDS & INVESTORS
Pre-investment screening. Exit defensibility. Portfolio monitoring.
One workflow for the decisions an investment committee must defend — from the first screen through exit.
THE QUESTION
Should we invest, stay invested, and what did we miss?
SCREEN · IC-READYAS OF 2026-04-22
Sample Developer EOOD
Pre-investment screen
SEGMENT QUARTILEQ1
DELIVERY CONFIDENCE0.82
COUNTERPARTY RISKMEDIUM
EXIT COMPARABLESHIGH
WORKFLOW
What the workflow contains
- 01Pre-investment screening. The developer, scheme and segment through an investment lens — before the first IC.
- 02Committee-ready memo. A defensible artifact assembled from one source of truth — evidence, timestamps, explainability.
- 03Portfolio monitoring. The signals that change a position, filtered to the positions you hold.
- 04Exit defensibility. The evidence that held the thesis, ready for the exit committee and the LPs.
OUTCOMES
Outcomes an investment team can defend.
01
Fewer committee reversals.
The evidence lands with the memo, not after.
02
Earlier awareness of thesis drift.
Continuous follow on what actually moves the position.
03
LPs see the same thing you see.
No two versions of the truth between the desk and the fund.