Every asset in the portfolio with its backing checked, the evidence alongside and the checklist of your fund rules.

Use cases

• Due diligence of the backing. Every receivable or property in the portfolio checked document by document before the assignment, without relying on spreadsheets or the assignor’s word.
• Property record and liens. Ownership, fiduciary assignment, attachments and annotations read from the updated record, fetched from the land registry.
• Fund rules checklist. The fund’s rules applied to every asset, with the result cell by cell and the evidence alongside.
• Re-check. What the assignor corrected is checked again before entering the portfolio.

How it works

The batch comes in by API or bulk upload; every asset gets an individual audit, with findings, evidence per field and the checklist of the fund’s rules. What is missing shows up before the assignment.