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Across every stage

Reports your investment committee can rely on.

Each report answers one question an investor asks, links every figure to the page it came from, and exports in your firm’s branding. They run as documents arrive and refresh when new ones do.

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Every report answers one question.

Assess

Should we invest?

  • Executive BriefThe case on one page, as soon as a deal arrives
  • Investment DiligenceStrategy, team, track record, returns, terms and liquidity
  • Industry or Market ContextThe market, competitors and positioning
  • Macroeconomic ScenarioHow the investment holds up in different conditions

Test

What could go wrong?

  • Manager ChallengeThe questions a sceptical investor would put to the manager, management or sponsor
  • Operational DiligenceHow the business is run, with the conditions to require before closing

Commit

What are we signing?

  • Execution DiligenceThe legal documents term by term, each marked against market practice, with the points to negotiate

Monitor

How is it going?

  • Continuing DiligenceA holding against its plan, its terms and the case you invested on

Each report summarised in three lines.

One strength, one point to watch and one concern, before the detail. The markers pair colour with shape, so the meaning holds in print and for every reader.

  • A report’s status shows which documents it still needs
  • Facts the documents do not disclose are shown where they belong, with one click to ask for them

Every figure opens the passage it came from.

Select a citation and the source opens beside the report: the document, its date, the page and the passage. Reviewers check a finding in seconds, not by searching a 200-page agreement.

In your branding, and your own templates.

Upload your logo and brand guidelines, and every report exports as PDF or editable Word in your firm’s style, with your own legal wording. Upload a sample of a document you already use, such as your committee paper or one-pager, and TomNext produces it for every relevant deal.

One set of reports, adapted to what you are buying.

The structure stays the same, so your team reads every report the same way. What each report examines follows the investment.

FundsPrivate companiesReal estate
The questions go toThe managerManagementThe sponsor
What sets the priceFees and termsValuation against peers, such as the multiple of revenuePrice per key, unit or square foot, and the yield
What the waterfall showsThe fund’s distributions over timeWhat a ticket receives at any exit value, through the preference stackWhat a position receives at any sale price, through debt, preferred equity and promote
How it is monitoredAgainst its benchmarkAgainst plan, runway and the shareholders’ agreementAgainst budget, rent roll and loan covenants

Reports elsewhere in TomNext.

Comparison reports

Two or three deals side by side, with score cards, the evidence behind each point and their cash flows.

Agent Tom

Client reports

Portfolio reports for each client, with commentary drafted by Agent Tom for your review.

Monitor

Fund reviews

Each fund’s reported figures by period, with the changes since last quarter highlighted.

Monitor

See the whole life of an investment, in one place.

A thirty-minute demo, shaped around how your team runs diligence, portfolio planning and monitoring today.

Book a demo