Make the mandate useful
Set stage, geography, cheque range, capacity, exclusions and review dates.
- ✓Time-bound criteria
- ✓Capacity and freshness
- ✓Multiple objectives
Turn a current mandate into a qualified pipeline.
State what you are actively seeking, review evidence consistently and spend more time on conversations that can move forward.
Review with consistency
Create private, reusable question sets and review each response against the same stated purpose.
- ✓Versioned question sets
- ✓Evidence-linked analysis
- ✓Confidential reviewer criteria
Keep the pipeline moving
Track next action, information requests, decisions and outcomes in one relationship record.
- ✓Qualified discovery
- ✓Action backlog
- ✓Co-investor pathways