Corporate Intelligence · Service

Portfolio Intelligence Monitoring

Continuous monitoring across a portfolio of investments, counterparties or business relationships, for firms managing risk at scale rather than one relationship at a time.

The Problem

Reviewing one relationship at a time does not scale.


Private equity firms, investment committees and organisations managing multiple material counterparty relationships need visibility across the whole portfolio, not a series of disconnected one-off checks run whenever someone remembers to commission one.

What You Receive

Continuous monitoring across an agreed portfolio of entities, with a monthly consolidated intelligence briefing and priority alerts issued directly when a material development is confirmed on any monitored entity.

Methodology

Continuous monitoring of corporate registries, court records, sanctions lists and adverse media across the defined portfolio, with every candidate finding verified by a named analyst before it is reported.

Typical turnaround: First briefing at the close of the first monitoring period; priority alerts issued within hours of a confirmed material finding on any entity.
Frequently Asked

Questions we're asked most


How many entities can a portfolio subscription cover?

Scope is agreed at the outset based on your portfolio size and can be adjusted as holdings or relationships change.

Can findings be reported per entity as well as consolidated?

Yes. The monthly briefing is structured per entity, with a consolidated summary at the top for portfolio-level review.

Ready to Begin

Submit a confidential inquiry.

Every enquiry is reviewed by an analyst and routed to a scoping call, a fixed fee is confirmed in writing before any work begins.