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avensetOpen workspace

Investment context for single family offices

See the whole picture.
Know what fits.

Connect the family’s portfolio, investment history and incoming opportunities. Turn scattered information into a clear view of the decision ahead.

Explore the workspace Book a conversation

Designed around the family’s capital. Built for the team behind it.

Take a look insideClick the views and investments to explore
Oak Family Office / PortfolioInvestment overview

Monday, 7 September

Your investment picture.

A shared view of capital, context and the decisions ahead.

Open workspace

Portfolio composition

Reported value · GBP
£68.5m15 investments across the family

Source: Q2 position reports. Select a sector to filter.

In focus

All sectors
Northstar Systems

Recurring business revenue with a defined route to operating cash flow.

£11.2m reported value · 16% ownership
Your judgement, with the evidence in view.Investment review · September 2026
See the investment process

The investment process, connected

From first look
to informed conviction.

A new deal is never a blank page. Bring the family’s mandate, previous decisions and current portfolio into the same conversation.

+ Open a card. Follow the process.

One process. Source-linked evidence. Human judgement at every decision.

Portfolio intelligence

Answer the question
behind the numbers.

Where is the family exposed? Which holding needs attention? What does a new commitment change? Bring the answer and its supporting record into one view.

Look across investments and legal entitiesReview financial changes before they become the recordKeep the mandate beside the next opportunity
Explore portfolio intelligence
Oak Family OfficePortfolio overview

The family’s capital, in context.

Reported value£68.5m
Invested cost£53.0m
Investments15
Software
Healthcare
Industrials
Energy
Beacon runway updateReview due
Source-linked position reportsView record

Reporting, in the family’s voice

One consistent report.
An identity of your own.

A common structure for the principal, investment team and advisers. Use the family’s name, title and palette, without rebuilding the investment picture every quarter.

A clear picture of capital, changes and decisionsSource references travel with the reportCustomise the identity and export a PDF
Explore reporting
OAK / FAMILY OFFICEConfidential

Principal’s investment briefing.

Reported value£68.5m
Portfolio reviewQ3 2026
The investment picture01
Changes and decisions02
Ownership and proceeds03
Source register04

The same approved data. The family’s own identity.

An integration blueprint for your office

Your systems.
One investment picture.

Keep the tools your team relies on. Connect the information around the family’s entities, investments and decisions.

Follow the information

Orenda Identity

Connect the deck to the family’s mandate, relationships and prior decisions.

avensetOne investment record
Source documentReporting contextReview owner
Human review before approval
Draft IC memoSource-linked outputMandate assessmentSource-linked outputDiligence questionsSource-linked output
Microsoft 365Email and documents

Bring selected Outlook correspondence and SharePoint documents into the investment record. Scope access to approved mailboxes and sites; keep source permissions attached. Connector planned; Microsoft tenant consent required.

Proposed connection points. Availability depends on permissions, licences and implementation.

Start with one
investment question.

Walk through the product. Then scope a pilot around a real decision, a reporting cycle and the systems your office already uses.

Explore the workspace Arrange a walkthrough