You know your mission.
We check your investments against it.
A foundation gives away about five percent of its assets each year, and chooses every grant with care. The other ninety-five percent stays invested, and it rarely gets that kind of attention. That is not anyone’s fault. The usual investment reports were never built to check it against the mission. We built one that does.
What is the other ninety-five percent doing?
“As of December 31, 2025, the Company’s estimated proved reserves were 1,842 MMBoe… The Company sanctioned three new development projects during the year.”
Three things you will see in a review.
Every report starts with how much of your portfolio we can trace to named companies. We also list the funds we cannot see inside. That comes first, because a finding is only as good as what it covers.
We grade each of your commitments on its own, with its own dollar figure and its own evidence. There is no single alignment score anywhere in our product, and there never will be. An average would let a strong record make up for a weak one.
When a value is missing, we say why. There are five different reasons, from a company that does not disclose to a fund we cannot see into, and they do not mean the same thing.
Made for your investment committee.
A complete report your committee can read and print. A workspace where you can question and correct the analysis before the report is issued. Every correction is recorded, with your name on it.
The four-page summary for committees is not available to download yet.
You bring a holdings statement and the document that states your investment commitments. That can be an investment policy statement, or a mission and values statement. We confirm with you what those sentences mean, then read the portfolio against them.