Liquidity and Governance Intelligencefor private market investment funds.
Grounded in applied fund research, calibrated on verified fund data.
A clear, structured position
on your fund.
Governance, liquidity, and investor alignment: all scored, all comparable, all in one view. No bespoke templates, no ad hoc spreadsheets.
One consistent position. Every time.
One platform.
Everything you need.
Prepared before
the question arrives.
Built for how open-ended and semi-liquid funds
actually operate.
The framework reflects observable governance behaviours and liquidity structures across European markets. Not generic templates.
Calibrated against institutional investor expectations and the regulatory requirements now in force under AIFMD II.
Consistent.
Repeatable.
Comparable.
A structured process. The same methodology each time. Results that are comparable across runs, across funds, and across markets.
- AssessmentA structured input process covering the governance and liquidity dimensions relevant to open-ended and semi-liquid funds.
- ScoringA proprietary methodology produces your scored position across two independent dimensions. Consistent weights. Consistent results.
- OutputYour position, your gaps, your next steps. Formatted for the audiences that matter: internal governance, investors, and regulators.
- ContinuityRun it regularly. Track how your position moves. Build a documented record over time.
A scored, structured fund position. Documented output for internal governance, investor relations, and regulatory use. Produced consistently each time.
- AIFMD II
- ESMA liquidity expectations
- INREV governance dimensions
- GDPR compliant