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For asset owners, asset managers and private-markets teams

Extend your investment research. Keep your framework.

Concentrate your team’s attention on the opportunities and assumptions that matter. We screen companies against your criteria, pressure-test the investment case and deliver a clear due-diligence agenda for the committee.

Discuss your project

The pressure on your team

The research queue grows as decisions approach.

Target screening, peer benchmarks and meeting preparation compete for your analysts’ attention. We apply your criteria across the agreed universe and assess the evidence, so your team can focus on the investment case and the open diligence questions.

  • Analyst capacity absorbed by gathering and comparing evidence.
  • Assessments that need to be reconciled with your own criteria.
  • Open assumptions that need investigation before the committee discussion.

What your team receives

Work you can take into the room.

Screen the universe on your criteria

A ranked scorecard across the universe you name, with the evidence beside every score and the weights yours to change.

One company, briefed before the committee

A company brief for the meeting, or a deep dive with the peer set and the evidence appendix for the investment committee.

Assess holdings against your risk framework

A company, asset or portfolio assessed against your own risk or climate framework, with the scenarios and evidence gaps stated and the questions for specialist review identified.

Anonymised engagements

Research used in real work.

Anonymised examples of delivered research—not measured financial outcomes.

Pilot → annual

A leading institutional investor expanded from a pilot to an annual engagement.

Borrower-level

Outside-in, source-linked value scans across a direct lender's loan book — built without internal borrower data.

How we work together

Your method. Our platform and analysts.

  1. 01

    Frame the question

    Together, we agree the decision, research scope, inputs and what a useful answer looks like.

  2. 02

    Build the evidence

    Our platform structures company and industry research around your criteria, peer set and permitted sources.

  3. 03

    Explain what matters

    Our analysts challenge the findings, check the peer set and calculations, and flag anything unverified before the brief reaches your review.

Start with one question

Which investment questions need a closer look before the committee?

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project