For investment firms
Mandates, limits and IC process.
Enforced on every agent action.
Bring agents into research, diligence, portfolio monitoring and reporting, bound to fund documents, investment restrictions and your investment committee process.
Where it applies
Processes to factify first.
Every proposed action checked against mandates, limits and restriction lists.
Your diligence checklist completed in full, the same way on every deal.
Memos assembled against your investment criteria, with gaps flagged.
Triggers and covenants watched continuously, escalated where your rules say.
Obligations from fund documents and side letters applied to every report.
A new restriction or criterion applies to every agent the moment it is sealed.
What gets sealed
Your real intent, one Sealed Truth.
- Which mandate and restriction set governed each action
- Every escalation and who decided it
- A full record for LPs, auditors and the board
Bring one process. See it Factified.
A working session with our team on one of your real processes: where its rules live today, where they conflict, and what it looks like sealed.