Centralize your portfolio documentation and power every report, review, and risk decision from a single source.
Aggregate your portfolio documentation into one structured, searchable system. Eliminate silos, streamline workflows, and ensure every analysis is backed by accessible source material.
Not Just Storage.
Purpose-Built for Investment Oversight.
Generic tools like SharePoint, Google Drive, and Box also securely store your files. Our platform transforms documentation into active investment infrastructure, with an expert lead consultant directing the process.
Understand fund structures or portfolio hierarchies
Connect documents to investment-level analysis
Preserve institutional knowledge across team turnover
Enable continuity from due diligence through ongoing reporting and oversight
Create structured audit trails tied to granular activity
The file vault serves as both a centralized repository and the operational foundation for our consultant-led monitoring and analysis — purpose-built file storage for institutional investors that goes beyond archiving to inform comprehensive risk reports and power real-time dashboards and analytics tools.
This is not just a digital drive. Our file vault is the documentation layer of your investment risk solution – where reporting, advisory, and oversight begin.
Data management, led by experts.
Technology alone does not solve operational complexity. Our Data Management solution is designed, implemented, and continuously overseen by experienced consultants who understand institutional investment workflows.
We do not simply provide a system — we partner with your team to structure documentation in a way that aligns with your portfolio, governance standards, and reporting requirements. The result is a documentation environment that evolves with your investments and supports real-world decision-making.
This is data management built for investors, guided by practitioners.
Consultant Stewardship Across the Documentation Lifecycle
Our consultants are embedded throughout the documentation lifecycle to ensure your data environment remains purposeful, complete, and decision-ready:
Define documentation standards and requirements aligned to reporting, risk, and governance priorities — distinguishing essential from supplemental materials.
Review and validate submitted documentation to ensure accuracy, timeliness, and elimination of duplication.
Distill documentation into decision-ready summaries informed by market context and institutional expertise.
Establish explicit linkage between documentation and analytical outputs to preserve traceability and defensibility.
Identify documentation gaps and prioritize remediation based on portfolio exposure and oversight needs.
Oversee documentation cadence and update intervals to maintain version alignment and ongoing completeness.
The State of Investment Data Management
Operational inefficiency begins at the foundation — undermining visibility, consuming team capacity, and slowing investment decisions.
53%
Institutional investors who report spending considerable resources on manual processes & outdated systems
Operational inefficiencies and legacy workflows continue to slow reporting, oversight, and portfolio review across institutional investors.
73%
Estimated amount of accessible enterprise data that still goes unused for analytics & insights generation
Significant volumes of information remain unorganized or inaccessible, limiting their contribution to reporting, oversight, and risk analysis.
~40%
Institutional investors who indicate they are poor, somewhat poor, or only somewhat good in their data use
A substantial portion of investors recognize internal gaps in documentation maturity, workflow efficiency, and data utilization.
Transform Disconnected Files into Institutional Infrastructure
Shared drives and inbox archives are not investment systems. We replace fragmented document storage with a structured environment aligned to your portfolio architecture and governance standards.
- Documentation architecture design
- Portfolio-specific taxonomy framework
- Governance and access structuring
- Centralized documentation hub
- Version control and audit history
- Role-based access permissions
Portfolio Documents
Current version
Category
Version History
Key Features
Our build-as-you-go approach makes it easy for your team to get started quickly, allowing you to deeply customize your experience and workflows over time.
Portfolio-Level Document Hub
Centralized repository organized by fund, manager, asset, and strategy.
Advanced Search & Filtering
Locate materials across the entire portfolio with structured metadata.
Version Control & History Tracking
Maintain a complete audit trail of document updates and revisions.
Analysis-to-Source Linking
Connect reporting outputs directly to supporting documentation.
Secure Data Room Creation
Generate structured, permission-controlled data rooms on demand.
Meeting & Transcript Archive
Store IC notes, manager calls, and diligence discussions in context.
Role-Based Permissions
Control document access across teams and stakeholders.
Documentation Status & Alerts
Monitor required, missing, and expiring materials with automated reminders.
Proof Hybrid Intelligence
Documentation Scoring
Assess overall documentation completeness and individual file scoring across the portfolio.
Documentation Auto-Mapping
Bulk upload files and automatically map them to required document categories.
AI-Assisted Document Summaries (Human Reviewed)
View consultant-approved, context-informed document summaries.
Integrations & Tools
Connect your existing systems and workflows. Proof integrates with the tools your team already uses.
Microsoft 365
PlannedIngest documentation from Outlook, OneDrive, and SharePoint environments.
Google Workspace
PlannedSync documentation from Google Drive and Gmail-based workflows.
Dropbox
Under ConsiderationImport and consolidate legacy document storage environments.
Box
Under ConsiderationMigrate institutional document repositories into structured environments.
Slack
Under ConsiderationStreamline documentation coordination and notification workflows.
DocuSign
RequestedArchive executed agreements and transaction documentation.
The Foundation of Investment Oversight
Every phase of private markets oversight depends on documentation. Data Management is the foundational layer of Proof Private Markets™ — ensuring that reporting, dashboards, and risk assessments are grounded in organized, traceable source material.
Risk Analysis
Transparency, compliance, and portfolio risk evaluation
Reporting & Monitoring
Dashboards, performance aggregation, and oversight outputs
Data Management
FoundationCentralized documentation, version history, and institutional knowledge infrastructure
When documentation is structured and current, every downstream decision becomes faster and more defensible.
As the documentation corpus grows, every analysis, report, and risk assessment becomes more accurate and contextual — compounding insight over the life of the fund.
Why it matters
In private markets oversight, data is the foundation of investment judgment, governance, and operational efficiency. When documentation is fragmented or outdated, the impact is felt across the organization — decisions slow and confidence erodes.
Data Management within Proof Private Markets™ ensures that every source is traceable and every analysis is grounded in reliable documentation throughout the lifecycle of each fund. Your team operates with clarity and speed, supported by a defensible foundation for confident decision-making.
The features, integrations, and capabilities described herein are subject to change and may not be available in all client engagements. Proof Private Markets makes no commitment to deliver any functionality except as expressly set forth in a fully executed service agreement.