Connected Data
Every system. Every document.One institutional record.
Finpilot connects the systems, documents, relationships and decisions behind institutional work—without replacing the systems your team relies on.
- Growth Fund IVCRM
- Client Account 17Relationship record
- Portfolio Company AResearch
- Q3 committee noteMeeting record · review
The information you already have
Keep the systems you trust.Connect what they know.
Systems remain authoritative for what they own. Finpilot connects the records, documents and conversations between them.
- Systems
- 18 connected
- Organizations
- 426
- Investments
- 238
- People
- 1,706
- Accounts
- 584
- Documents
- 24,318
- Meetings
- 1,204
- Decisions
- 867
- CRM
- Research
- Portfolio
- Documents
- Comms
- Meeting transcript
- Meeting notes
- Quarterly update
- Research memo
- Client report
- Email thread
- Committee book
- Exposure workbook
- Organization3 refs
- Investment3 refs
- Person3 refs
- Account3 refs
- Meeting2 refs
- Decision3 refs
- Systems
- 18 connected
- Organizations
- 426
- Investments
- 238
- People
- 1,706
- Accounts
- 584
- Documents
- 24,318
- Meetings
- 1,204
- Decisions
- 867
One entity, many references
Different references.One connected identity.
The same investment, organization, person or account can appear differently across systems. Finpilot connects those references while preserving where each one came from.
- CRMGrowth Fund IV, L.P.MappedUnresolved
- Research systemGrowth Fund IVMappedUnresolved
- Portfolio systemGF-IV-2021MappedUnresolved
- Capital account statementGrowth Partners IVMappedUnresolved
- Meeting noteGrowth IV meeting notePotential match · needs reviewUnresolved
Growth Fund IV
- Organization
- Growth Partners
- Vintage
- 2021 · per LPA
- Sources mapped
- 4 · each linked
- Awaiting review
- 1 potential match
A living record
The institution changes.The record keeps pace.
New documents, meetings and system updates keep approved context current.
A quarterly update arrives.
A new document, meeting note or system update enters the approved workflow.
- RecordGrowth Fund IV
- Received14 Oct
- WorkflowQuarterly update
01ArrivesReceived
A quarterly update arrives.
A new document, meeting note or system update enters the approved workflow.
- RecordGrowth Fund IV
- Received14 Oct
- WorkflowQuarterly update
02IdentifiedIdentified
The relevant references are recognized.
People, organizations, investments, dates and facts are identified in the source.
- OrganizationGrowth Partners
- PersonNew portfolio manager
- Reporting periodQ3 2026
03ConnectedConnected
The update joins the record.
New information connects to the right records, with its source attached.
- InvestmentGrowth Fund IV · updated
- AccountClient Account 17 · linked
- Prior decisionQ2 committee · linked
04ReviewedNeeds review
What needs judgment stays visible.
Conflicts, uncertain matches and consequential changes remain open for review.
- Reported value2 sources differ
- Uncertain match1
- ReviewerApproved team
05AvailableAvailable to approved workflows
Approved context is ready for use.
Approved information becomes available to Institutional Intelligence and Agents.
- Institutional IntelligenceAvailable
- AgentsAvailable
- AccessApproved team
Trust the record
One record.Every source still visible.
Every value keeps the source, authority, access and history needed to use it with confidence.
$412.6M
- Authoritative system
- Portfolio system
- Original source
- Capital account statement · p. 2
- Access
- Approved team only
- 21 JulUpdated from capital account statement
- 18 JulDifferent value recorded in research note
- 30 AprQ1 value confirmed
Source stays attached
Values retain their document, page and system.
Authority remains explicit
The authoritative system or source remains named.
Permissions follow the work
People see only what they are permitted to use.
Uncertainty remains visible
Conflicts and open matches remain available for review.
The platform
The record isthe beginning.
Connected Data
Systems, documents, entities and relationships resolve into the institutional record.
Institutional Intelligence
Questions and analysis use the record’s context, history, evidence and permissions.
Institutional IntelligenceAgents
Recurring work runs from the same record and stops where review or judgment is required.
Agents
Bring us your sources.See the institutional record take shape.
Choose one workflow and the systems, documents, conversations and decisions behind it. We’ll show how Finpilot connects the record without replacing the systems you rely on.