# mgmnt.work

> Your investment process. Software that fits.

Configurable software for alternative investment firms. Deal tracking, portfolio
financials and approvals in a workspace shaped around a team's process.

## The workspace

- [One workspace](index.html#configuration): admins define objects, fields,
  pipeline stages and views in Settings; deals link to portfolio companies and
  their financial history.
- [Before the investment meeting](index.html#deals), [when the company sends its
  quarter](index.html#numbers), [when the next stage needs sign-off](index.html#workflows):
  deal records, financial import (Excel template or AI extraction, reviewed by
  people), and stage-entry approvals that keep every vote. Automations run on
  record changes or schedules.

## The platform

[Capability carousel](index.html#platform):
SAML/Microsoft/Google sign-in and SCIM provisioning; roles, field access and
ethical walls; masked support sessions that obscure sensitive values and block
file access, with separately authorized unmasked sessions (both authorized and
audited); planned SOC 2, with no certification today; tamper-evident audit log with an integrity check; compliance
domains (KYC, onboarding, obligations); privacy operations (DSAR, erasure,
consent, retention, legal hold); configuration; approvals and automations;
portfolio financials; AI actions under a per-workspace autonomy policy;
firm-owned OpenAI, Anthropic or Google credentials, with prompts and context
processed by the selected provider under its terms with the firm;
dashboards, PDF documents from templates, an LP portal view and ESG questionnaires.

## Evaluation and trust

[Start with one workflow](index.html#implementation): review source material,
people and output; establish fit, configuration and gaps; agree scope and timing,
then compare a contained workflow with the current process.

[Trust](index.html#data): SSO and SCIM, roles, groups, field rules, ethical walls,
audit chain verification, privacy operations, a public API and webhooks;
configured tenant databases; scoped exports to CSV, Excel or JSON and financial
exports to Excel. Confirm hosting regions and provider terms during evaluation.
Integrations require setup and verification. The company states that it currently
holds no security certification; SOC 2 is planned. No universal go-live time or return is promised.

[Discuss your workflow](index.html#contact): hello@mgmnt.work.
A redacted example or conversation is enough. No published pricing, customer
endorsements or investment-performance claims.