Do more with the team you have
Create capacity for more projects, portfolio reviews and financial analysis.
Core for asset management
Stop rebuilding the reporting cycle. Reduce manual updates, cut recurring preparation costs and trace the numbers behind your portfolio outlook.
Explore the workflow
01 /The recurring challenge
An asset’s financial model carries the logic behind its investment case. Keeping it current takes continuous work.
Actuals arrive in different formats. Assumptions change. Models need updating, movements need explaining and reporting needs preparing.
We begin with the models and outputs your team already uses, then configure Core around the agreed process.
The value of better workflows
Give your team more capacity for analysis, with repeatable workflows and calculations they can trace and review.
Create capacity for more projects, portfolio reviews and financial analysis.
Connect inputs, calculations and reporting in one repeatable workflow. Cut the handoffs that slow your team down.
Reuse agreed financial logic and reporting workflows. Give each project update and portfolio review a consistent foundation.
Apply consistent calculation logic, compare results and trace outputs to their assumptions. Reduce opportunities for manual error before the numbers reach the decision.
02 /A maintained reporting cycle
See the financial views behind Core: inputs, investment analysis and model exports. These screens come from the Beta greenfield solar PV demonstration.

The investment dashboard brings sponsor returns, funding and debt coverage together. Return metrics in this demonstration are flagged by the engine for review.
Beta demonstration data · USD · Screens refined for presentation03 /Start with one workflow
One representative model. One reporting cycle. A defined result to evaluate.
We review the model, establish the comparison scope and agree how the updated workflow will be assessed.
04 /Before we begin
Let’s build what comes next
Bring a workflow you want to improve. Let’s find the right starting point for your business.