No new platform to audit, no new vendor holding your positions. FPM is a Dataverse solution: it deploys into the Microsoft 365 tenant your fund already runs, under your identity and your compliance boundary.
Deploys into your existing Microsoft tenant: no new platform, no new vendor, no parallel security model. Identity, compliance, and data residency stay where they are.
Deals, reviewers, decisions live in native tables, visible in model-driven apps.
Immutable change log, row-level security, native compliance with your M365 tenant.
Flows orchestrate the AI assessments: prompts, retries, telemetry and human gates. Observable and controllable, no black box.
Offer documents, proposals, audit packs, filed where your team already works.
Your data stays in your tenant, under your identity, under your compliance regime. We do not run a shadow data platform.
Deploys to EU Azure regions by default. No data leaves your jurisdiction without explicit consent.
Entra ID, your MFA, your conditional access. No shadow accounts.
Every state change in Dataverse is logged with actor and timestamp. Retention aligned to your regime.
Analyst, reviewer, IC, admin: row and column level controls, enforced in Dataverse.
Your deal data is never used to train models. Grounded retrieval only, inside your tenant.
Inherits your tenant's Defender monitoring, conditional access and DLP policies.
A fixed envelope, four phases, one team from Woods. Your analysts run the platform from week three.
Map your current workflow, data sources, and regulatory coverage priorities.
Deploy to your tenant. Wire Dataverse tables, agents, and your IC template.
Run ten real deals through the workflow with your team. Calibrate the review gate.
Full workflow active. Hypercare for two weeks, then handover.
Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.