Your investment process.
Software that fits.

Deal tracking, portfolio financials and approvals in a workspace configured around how your team works.

Discuss your workflow See where it fits
Buyout · Growth · Credit · Funds of fundsStart with one workflow. Keep what works.

One workspace for the deal, the quarter and the decision,
and the security, compliance and reporting around them.

01The problem

Your team knows the process.
It just lives in too many places.

The figures are in a workbook. The rationale is in an email. The approval waits on someone who has only part of the picture.

mgmnt.work gives that work one home: records for the work, financial history for the numbers, and configured reviews for the decisions.

02One workspace

Shaped like your firm.
Connected end to end.

Deals, funds, investors, portfolio companies, loans: the objects, fields and stages are yours to define, not a vendor’s guess at your process.

When the process changes, an admin changes the workspace in Settings. No release cycle, no ticket.

What you collect
Text, amounts, dates, relationships, files, formulas and roll-ups, with rules for when a field shows, when it can be edited and what it must contain.
How work moves
Pipeline stages with their own tasks, reminders and the approvals needed to enter them.
What the team sees
Saved views as tables, boards, calendars and maps, plus dashboards built from them.
  1. Investment contextThe deal & its memo
  2. Linked company recordThe portfolio company
  3. Ongoing monitoringIts financial history

03The work, moving

Three moments in a quarter.
One place they happen.

01Before the investment meeting

Get to the discussion
with the context.

“Where do we stand on this deal?”

Open the deal with its economics, team and supporting documents, and the rationale your colleagues have recorded.

Keep the investment memo on the record. Save the view your team reviews each week, with the columns and filters that matter for that meeting.

What you walk in with

A deal record with the figures, the material and the history of the discussion.

02When the company sends its quarter

A new set of figures.
A history to compare.

“What changed—and which figure did we use?”

Bring the company’s financials into its record. Review metric, period, scenario and units before anything is accepted.

Import a completed Excel template or let AI extract the figures from the company’s file. Accepted values sit beside earlier periods, every cell with its revision history.

What you walk in with

A period-by-period financial history you can inspect, compare and export to Excel.

03When the next stage needs sign-off

Ask for a decision.
Keep the answer.

“Who approved the move, and when?”

Move a deal into a stage that requires approval, and the move waits for the reviewers and votes you configured.

Reviewers see the proposed change and record their decision. When the requirement is met, the stage changes, and the request keeps every vote and timestamp.

What you walk in with

A recorded outcome, kept alongside the deal it concerns.

In betweenAutomations handle the follow-through. When a record changes or a schedule fires, they notify the deal team, create the task, request the approval or update the record.

05Trust

Built for your CCO.
And your CISO.

Access, oversight and data handling are part of the product, not an add-on. Each firm’s data is routed to its own database.

  • Identity

    SAML, Microsoft and Google sign-in, SCIM provisioning, and passkey or second-factor policy.

  • Access

    Roles, security groups, record sharing and field-level view and edit rules.

  • Separation

    Ethical walls deny a team a set of records outright, whatever their role allows.

  • Oversight

    A tamper-evident audit log with chain verification, and approvals that keep every vote.

  • Privacy

    Data subject requests, erasure, consent, retention and legal hold.

  • Portability

    Export to CSV, Excel or JSON, and a public API with webhooks.

Do you hold a security certification?

SOC 2 is planned. We hold no security certification today. We’ll go through your security and due-diligence requirements with you as part of the evaluation.

Where does our data go, and what about AI?

Each firm’s requests are routed to its configured database. Confirm hosting region and residency during evaluation. AI features use a provider you configure, which processes the context it is given under its own terms. AI extraction and AI actions are reviewed by people, according to your autonomy policy.

Can we take our data out?

Record tables export to CSV, Excel or JSON, subject to access and export permissions, and financial grids export to Excel. Agree any wider migration requirements during evaluation.

Can we keep our existing systems?

Yes. Start with one contained workflow and keep the systems that work. Email, calendar and API connections need provider setup; we confirm each integration before it’s in scope.

What are the limits of configuration?

Configuration uses the product’s own building blocks. Bespoke needs are scoped separately. Removing a field also removes its stored values, and an approval request can need a fresh review if the record changes while it waits.

06Begin

Bring one real workflow.
We’ll work through your version.

Built from experience with alternative-investment work, where the familiar processes come with different rules at every firm. Your process is the starting point.

  1. 01 / Bring the process

    Show us how it works today.

    The source material, the people involved and the output they need.

  2. 02 / Establish the fit

    Review it in the product.

    The fields, review steps and permissions, with integration work and gaps named up front.

  3. 03 / Compare the result

    Run a contained workflow.

    Compare the output with your current process before moving more work across.

Discuss your workflow hello@mgmnt.work

A redacted example or a conversation is enough to begin.