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For endowments, foundations & pensions

A complex portfolio.One connected investment office.

Finpilot connects the systems, documents, managers, meetings and decisions behind your portfolio—keeping the record current and putting agents to work across it.

Book a demoSee how the quarter runs
Quiet mountain lake at dawn seen from an architectural terrace
This week in the record
  1. 01Quarterly letter arrivesReceived
  2. 02Manager update read and filedUpdated
  3. 03Committee-book section draftedDraft ready
  4. 04Material manager change surfacedNeeds your judgment

The investment office

Lean team.Institution-sized complexity.

Every asset class
Public and private investments share a portfolio, but not the same data, documents or operating rhythm.
Institutional memory
Today’s decision depends on what the manager said, what the committee decided and what changed afterward.
A recurring calendar
Monitoring, reporting and committee preparation continue—even when the team has no time to reconstruct the context.

One record

The context is already there.Finpilot connects it.

Finpilot connects information across the office’s existing systems and brings managers, funds, holdings, meetings and decisions into one shared institutional context.

See how Finpilot connects your data
As new information arrives
  • Quarterly letter → read and filed
  • Manager change → surfaced for review
  • Committee decision → retained as context

The quarter

The committee book stops beinga quarter-end reconstruction.

Manager updates, performance context, prior decisions and open questions are already connected when the committee cycle begins.

Q3 Committee Book

Gathering
  • Manager letters31 of 38 received
  • Performance dataConnected
  • Prior committee notesLinked
  • Decision historyConnected
Waiting on 7 manager letters.

Beyond the quarter

The work doesn’t wait for quarter-end.Finpilot keeps it moving.

Manager updates, monitoring and investment reviews continue between committee cycles. Finpilot keeps the recurring work running—and brings your team in wherever judgment or approval is required.

Explore recurring workflows

Continuous manager monitoring

Reads every update against the mandate, prior notes and decisions, then surfaces material changes.

Your team decidesWhether action is warranted.

Investment and re-up memos

Assembles the evidence and drafts the memo in the institution’s format.

Your team decidesThe recommendation.

Review every investment against the original case

Connects the original memo with subsequent performance, manager updates and committee history.

Your team decidesWhat the office should learn or reconsider.

Trust the evidence

Every answershows its work.

01Every claim links to its source
Figures and statements link directly to the evidence behind them.
02Uncertainty stays visible
Missing or conflicting information becomes a review item.
03Judgment stays with your team
Your institution controls review, approval and escalation.
AnswerView source

What changed at Manager A?

The Q3 letter describes a shift toward fewer, larger positions, and top-ten concentration rose from 41% to 48%. The committee last discussed concentration in March.

Manager A · Q3 2026 letter · p. 3
“We have consolidated the portfolio into fewer, higher-conviction positions…”
Q3 committee bookAwaiting your review

Your systems

Keep the systems that should remain.Connect the work between them.

Finpilot works across the portfolio, research, document and communication systems your office already uses.

Explore connected data
Plus the documents the office runs on

Capital account statements, side letters, K-1s, quarterly letters, custodian statements and prior investment-committee materials.

From an endowment

“Finpilot has transformed our manager monitoring and investment due diligence processes, enabling us to generate accurate insights from manager communications and documents at scale.”
James OlsonInvestment Director, Seattle Children’s Endowment

Bring us last quarter’s book.See how the next one could run.

Start with the systems, source materials and format your team already uses. We’ll show how Finpilot connects the record and prepares the work for review.

Book a demo