Method, definitions and field experience in asset-management digitalisationhttps://catalpa.tech/en/enhttps://catalpa.tech/en/insights/investment-system-selection/https://catalpa.tech/en/insights/investment-system-selection/Feature lists converge; field ownership, reporting exits and metric formulas do not. Four decisions, a meeting checklist, three cases to avoid.Tue, 20 Oct 2026 00:00:00 GMTselectionhttps://catalpa.tech/en/insights/post-investment-metrics/https://catalpa.tech/en/insights/post-investment-metrics/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.Tue, 06 Oct 2026 00:00:00 GMTpost-investmenthttps://catalpa.tech/en/insights/soe-supervision-data-consolidation/https://catalpa.tech/en/insights/soe-supervision-data-consolidation/Provincial SOE supervision platforms stall on build order: entity ledger, holdings, metric definitions, reporting mapping, dashboards last.Tue, 22 Sep 2026 00:00:00 GMTstate-capitalhttps://catalpa.tech/en/insights/guidance-fund-reinvestment-lookthrough/https://catalpa.tech/en/insights/guidance-fund-reinvestment-lookthrough/Reinvestment disputes turn on four unsettled definitions, not calculation: what counts, which base, at what date, how regions convert.Tue, 08 Sep 2026 00:00:00 GMTguidance-fundhttps://catalpa.tech/en/insights/portfolio-risk-indicators/https://catalpa.tech/en/insights/portfolio-risk-indicators/Coverage depends on source reachability, decidable triggers and assigned actions — not on how many indicators you configure. A design test and checklist.Tue, 25 Aug 2026 00:00:00 GMTrisk-controlhttps://catalpa.tech/en/insights/ai-agents-investment-boundaries/https://catalpa.tech/en/insights/ai-agents-investment-boundaries/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.Tue, 11 Aug 2026 00:00:00 GMTaihttps://catalpa.tech/en/insights/financial-report-ocr-verification/https://catalpa.tech/en/insights/financial-report-ocr-verification/Demos measure character accuracy; delivery cost sits in account mapping and exceptions. Three accuracy layers and when OCR is not worth building.Tue, 21 Jul 2026 00:00:00 GMTaihttps://catalpa.tech/en/insights/fund-valuation-carried-interest/https://catalpa.tech/en/insights/fund-valuation-carried-interest/Valuation and carry disputes rarely come from arithmetic. They come from what the agreement leaves unsaid: dates, sources, accrual, catch-up, currency.Tue, 30 Jun 2026 00:00:00 GMTvaluationhttps://catalpa.tech/en/insights/distressed-asset-disposal-ledger/https://catalpa.tech/en/insights/distressed-asset-disposal-ledger/Disposal cycles stall on ledger completeness, not collection effort. The minimum field set, a recovery ranking method, the auditor's trail.Tue, 19 May 2026 00:00:00 GMTdistressedhttps://catalpa.tech/en/insights/data-dictionary-governance/https://catalpa.tech/en/insights/data-dictionary-governance/Data dictionaries fail for lack of process, not documentation. Seven attributes a field definition needs, and a change flow worth using.Tue, 28 Apr 2026 00:00:00 GMTdata-governance