Solutions
Investment Committee Preparation
Aggregate analyst inputs, performance data, and due diligence materials into a single structured IC pack - in hours, not a week.
- Multi-source aggregation
- Validated before review
- Standardised IC template
- Decision record built in
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
400-700 pages, every cycle
Analyst research, performance, due diligence updates, risk reports, market context - each arriving in a different format from a different contributor. Reading and reconciling it absorbs an analyst-week before any committee work begins.
Every source is in a different format
PDFs, spreadsheets, slide decks, monitoring exports. The pack arrives at the committee with mismatched layouts, varying levels of detail, and gaps that only become apparent in the meeting.
When the pack slips, decisions slip with it
An IC pack that lands late or incomplete pushes consequential capital allocation decisions out by a cycle. The cost of preparation friction is measured in deferred governance, not in hours.
Decision records are minutes-based
What was decided, what was conditional on, what the follow-up is - captured in narrative minutes rather than linked to the fund records the decisions affect. The trail back from action to evidence is reconstructed manually.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Aggregate inputs
Analyst research, fund performance, due diligence updates, risk reports, and market commentary are ingested from every contributor and structured by fund.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Pack assembly time
With Synthex
Before
3-5 days
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Input aggregation
With Synthex
Before
Manual, per source
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Format consistency
With Synthex
Before
Variable across analysts
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Data validation
With Synthex
Before
Manual spot-checks
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Incomplete data at committee
With Synthex
Before
Common
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Decision record
With Synthex
Before
Minutes-based
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Governance audit trail
With Synthex
Before
Scattered across documents and inboxes
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Pack assembly time
3-5 days
Same day
Input aggregation
Manual, per source
Automated from all contributors
Format consistency
Variable across analysts
Standardised IC template
Data validation
Manual spot-checks
Automated reconciliation
Incomplete data at committee
Common
Flagged and resolved ahead of meeting
Decision record
Minutes-based
Structured and linked to fund records
Governance audit trail
Scattered across documents and inboxes
End-to-end record from inputs to actions
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