From deal sourcing to portfolio governance, from conviction building to value creation — Compass gives investment teams a continuous, signal-driven understanding of their pipeline, their portfolio, and the theses that connect them.
Modern investment teams operate with more sourcing channels, more diligence inputs, more co-investment dynamics, and more portfolio complexity than ever — and the same number of partners' hours per week. The constraint is not data. The constraint is signal-to-noise.
Conviction is built from fragments scattered across analyst memos, market reads, board prep, operator calls, LinkedIn notes. Portfolio governance happens between board meetings, when signals move and value creation windows open and close. The discipline of investment operations is the discipline of continuously assembling fragments into decisions.
For PE, VC, family offices, and special situations funds.
Continuous deal sourcing and target scoring. AI-driven conviction building grounded in firmographics, signals, and your historical patterns. Network and relationship intelligence. Portfolio governance with delibera tracking. Pre-IC and pre-board briefings that auto-assemble.
Compass for Investment Operations runs in two modes: as your system of record (replacing Excel or ad-hoc tools) or as an intelligence layer on top of Affinity, DealCloud, or a bespoke CRM.
EU hosting. Strict multi-tenancy. Role-based access at every level. Your deal flow, your portfolio data, your operator notes — visible only to the people who should see them. Confidentiality is structural, not a feature.
Compass is built on a knowledge graph. Companies, founders, operators, co-investors, advisors, LPs — connected by actual interactions, not just static contact records. Warm intro pathfinding becomes a first-class capability.
Funding events, leadership changes, customer wins, market shifts, regulatory moves — continuously monitored across 200+ sources, scored against your active targets and portfolio. Your daily digest does the screening you'd otherwise commission.
30 minutes. Your sectors, your geography, your active pipeline. We'll show you what continuous deal and portfolio intelligence looks like applied to your fund.
