Microsoft 365

Native to the Microsoft cloud, by design

FPM is not another SaaS silo. It is a solution for Microsoft Dataverse that runs inside your own tenant.

No new vendor risk

FPM deploys into the Microsoft platform your fund has already vetted. No new data processor for your DPO, no new subprocessor list, no separate hosting to audit.

Entra ID and governance

Sign-in, conditional access, and audit run through Entra ID and the Power Platform admin center. Access follows the identities and policies you already manage.

Data residency

Your Dataverse environment lives in the Azure region you choose, including EU regions for European funds. The data stays yours, in your subscription boundary.

SharePoint and Teams

Documents file into your SharePoint. Research lands where the rest of the firm already works, searchable with Microsoft 365 search and usable from Teams.

Power Platform extensibility

Automate with Power Automate, analyze with Power BI, extend with the same platform tools your IT team already knows. FPM records are ordinary Dataverse tables, not a black box.

AI on your terms

Research agents connect through governed interfaces. What agents may read and write is controlled by roles you assign, and every change is attributable.

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