For investors & funds
Screen and monitor investees in a sitting, not a sprint.
A repeatable due-diligence view for the team preparing the investment decision and the team monitoring what happens after it.
01
What slows the decision
- Rebuilding each institution's statements takes time before analysis begins.
- Different data formats make cross-institution comparisons difficult.
- Investment committee memos begin on a blank page.
02
What changes
- Move from sourced data to adjusted ratios and an internal grade in one session.
- Use the same SEEP-aligned measures for every institution.
- Export a written report to Word or PDF for review.
For investors & funds
Made for the investment file
Adjusted SEEP ratios
Six-pillar grade
Written due-diligence report
60-month scenarios
Make the next decision clearer.