10
System Selection: Definitions Before Features
Feature lists converge; field ownership, reporting exits and metric formulas do not. Four decisions, a meeting checklist, three cases to avoid.
Platform selection10 min read20 Oct 2026
Insights
The judgements we keep having to re-make, written down once
No industry announcements here. Each piece answers one decision: where to cut first, who should own a field, which AI scene can be switched off without breaking the workflow. Once those are settled, product comparison is the easy part.
Five standing topics
Selection, post-investment, supervisory filings, AI adoption and data governance are the five subjects that appear in almost every assessment meeting — which is why they are written up in most depth.
If your blocker sits elsewhere, come with the question: a 45-minute assessment will get you further than ten articles.
Browse by topic
Platform selectionPost-investmentState capitalGuidance fundsRisk controlAI & agentsData governanceComplianceDistressed assetsValuation & reporting
Everything we have published
Newest first. Each piece comes from a live engagement and carries a usable judgement, not industry noise.
09
Post-Investment Metrics That Compute Themselves
A post-investment metric survives only when numerator and denominator come from objects already in the system. How to sort them, and what to do with the rest.
Post-investment9 min read6 Oct 2026
08
Three-Tier Definitions: the Order That Works
Provincial SOE supervision platforms stall on build order: entity ledger, holdings, metric definitions, reporting mapping, dashboards last.
State capital10 min read22 Sept 2026
07
Reinvestment Ratios: Definitions Before Software
Reinvestment disputes turn on four unsettled definitions, not calculation: what counts, which base, at what date, how regions convert.
Guidance funds10 min read8 Sept 2026
06
Portfolio Risk Alerts: Count Is Not Coverage
Coverage depends on source reachability, decidable triggers and assigned actions — not on how many indicators you configure. A design test and checklist.
Risk control9 min read25 Aug 2026
05
AI Agents in Investment: Where Verifiable Ends
An AI agent belongs in an investment process only when the task has a checkable answer and a human fallback. Two tests, four scenes, three refusals.
AI & agents10 min read11 Aug 2026
04
Statement Recognition: the Hard Part Is Mapping
Demos measure character accuracy; delivery cost sits in account mapping and exceptions. Three accuracy layers and when OCR is not worth building.
AI & agents9 min read21 Jul 2026
03
Valuation and Carry: Where Definitions Diverge
Valuation and carry disputes rarely come from arithmetic. They come from what the agreement leaves unsaid: dates, sources, accrual, catch-up, currency.
Valuation & reporting10 min read30 Jun 2026
02
Distressed Assets: Ledger, Evidence, Recovery
Disposal cycles stall on ledger completeness, not collection effort. The minimum field set, a recovery ranking method, the auditor's trail.
Distressed assets9 min read19 May 2026
01
The Data Dictionary That Survives Year Two
Data dictionaries fail for lack of process, not documentation. Seven attributes a field definition needs, and a change flow worth using.
Data governance10 min read28 Apr 2026