Investment committees

A board for your investment committee.

For groups that decide together whether to put money into a deal. Your members bring the deal and vote. The board tests the reasoning and keeps the record of why you went in or passed.

Being built with our first firms. Offered by invitation.

Who it is for

  • The investment committee of a family office.
  • The screening committee of an angel group.
  • The deal committee of a syndicate or an investor network.

What it will do

  • Give each deal its own room: its documents, a standard memo, the questions still open, the vote and the record.
  • Have AI advisors test the memo from different sides: the case against, the evidence, how the business runs, what could go wrong, and how the deal fits your own policy.
  • Tell you whether the committee is ready to vote, and which questions are still open. It never says invest or pass, and it never names, rates or recommends any investment.
  • Record each person's vote, how sure they were and why, then check back later on the deals you made and on the ones you passed.
  • Show, over time, how your committee's own calls turned out, from your own records only. Each member's own record stays private to them.

Who owns it

The committee owns its board, through the family office or the group behind it. Your people vote; the AI never votes and never counts.

Several boards, one login

One login will hold every board a person sits on: their own board, a company's board, a committee, a family board. A switcher at the top will move between them, the way you switch accounts in your email.

Each board keeps its own memory. Nothing moves from one board to another unless you copy it. Each board shows its name and its own colour, so you always know which room you are in.

Who owns a board follows what it is for: a person owns their own board, a company owns its business board, a family owns its family board.

Each person's own board stays private from the company, the family, the committee and the firm. Always.

Privacy options

  • Storage in the United States or in Switzerland, chosen board by board.
  • Your own key, so only you can unlock what is stored.
  • Deleting on a schedule you choose.
  • Internet lookups switched off.
  • A log of who opened what.
  • Two-step sign-in required for everyone on the board.
  • Your own servers or your own network, quoted for you.

We set these up with each customer. We will tell you which are ready when we talk.

It gets better with every decision

Your committee's board will remember what you decided and why, check on how it turned out, and use what it learns to sharpen your next decision.

Only anonymous scores, never your content; your documents stay on your board and never train anything.

Talk to us

Tell us about your committee, how many people vote and how you decide today. We reply with a setup and a price for you.

Write to us

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