For organizations that want to go further
Portfolio & LP reporting
A shared indicator framework across every holding, harmonized collection, and a consolidated report that stands up to your investors and committees.
- Defining and settling shared indicators
- Harmonized collection across holdings
- Consolidated reporting and committee dashboard
- Documented methods and remaining gaps
Discuss scope →
Disponible avec exploitation continue (Managed Services) — nous en discutons ensemble.
Demonstration data — fictional organizations. Processed locally, no data transmitted.
Data remediation
When a holding blocks consolidation or delays a raise, we rebuild its management reporting from existing systems — with no technical overhaul.
- Diagnostic of existing data quality
- Indicator architecture and source structuring
- Automated reporting and management dashboards
- Prioritized quick wins, live within weeks
Discuter du périmètre →
Disponible avec exploitation continue (Managed Services) — nous en discutons ensemble.
Demonstration data — fictional organizations. Processed locally, no data transmitted.
Ongoing reporting governance
We maintain the framework over time: settling definitions, consistency checks before every committee, alerts on holdings that fall behind.
- Regular sessions with leadership or the committee
- Governance rhythm: milestones, follow-ups, decisions
- Coordination across holdings, internal teams and vendors
- Quarterly consistency checks and executive reporting
- Consolidated cash tracking for multi-country portfolios
Discuter du périmètre →
Demonstration data — fictional organizations. Processed locally, no data transmitted.
AI & Data Due Diligence
An independent assessment of a target's data reliability and the reality of its claimed AI capabilities, before signing. A short report, timed to the transaction.
- AI maturity and adoption assessment
- Data governance and quality review
- Key risk identification
- Executive due diligence report
- Consolidated multi-currency treasury tracking
Discuter du périmètre →
Disponible avec exploitation continue (Managed Services) — nous en discutons ensemble.
Demonstration data — fictional organizations. Processed locally, no data transmitted.
Impact measurement & donor reporting
Multi-country consolidation and reports that meet your funders' contractual requirements — an unmet reporting covenant suspends a disbursement.
- Impact indicator framework aligned to your funders
- Multi-country consolidation and field data governance
- Reports in the required format and calendar
- Alerts on gaps likely to be rejected
Every engagement is scoped to its complexity and geography — request a proposal for the scope suited to your organization.
Our proprietary tools, built around what we do — Tempo (portfolio reporting governance), Impact Nova (donor reporting and impact measurement), Flux (consolidated multi-country, multi-currency cash), Clarity (regulatory and traceability data quality), Signal (due diligence and impact alignment) and Compass (remediation roadmap and investment readiness). Processed entirely in your browser: no data is ever sent to us. (reporting governance), Impact Nova (funder reporting), Clarity (data quality), Signal (due diligence) and Flux (consolidated cash).
The hybrid governance of Advisory & Governance
- Continuous milestone tracking
- Automatic drift detection
- Prioritized alerts
- Continuous consolidated reporting
- Real-time reforecasting
- Predictive risk modeling
- Targeted alerts by team
- Adoption pace analysis
- Tailored learning pathways
- Strategic steering committees
- Trade-offs on key decisions
- Lower governance overhead
- Prioritization where impact is at risk
- Challenging assumptions against benchmarks
- Validating performance integrity
- Individualized sponsor support
- Coaching for affected teams
- Feedback properly actioned