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
Fund Commitment Due Diligence
Screen candidates, research GPs, then compare a shortlist before committing
Fund candidates
Shortlists
Compare 2–4 screened funds side by sideFUND DD /
FUND DD / SHORTLIST /
Comparative analysis of shortlisted funds — terms, track record, mandate fit
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 underwritingMandate & Settings
LP mandate configuration, model selection, API access, data control