Industry solution
From diligence to the LP report, one record across the whole fund
Screening, deal, portfolio, planning, talent and investor-reporting products designed to pass work to each other on one audit trail.
The problem
Investment firms run diligence, conflicts, portfolio data, value-creation plans, talent and limited partner (LP) reporting from spreadsheets, inboxes and advisors' trackers, so facts are rebuilt for every committee.
A fund manager's work runs across systems it does not fully own. Deals move through a pipeline tool, a virtual data room and advisors' trackers. Fund accounts sit with an administrator. Portfolio companies report from their own accounting systems in their own templates. Conflicts, board seats and personal holdings live with compliance, and LP obligations live in side letters negotiated one fund close at a time. Venture firms, buyout firms and family offices with direct programs all feel the same seams.
The pressure is steady. Diligence windows are short and competitive, LPs ask for more transparency and reporting in their own formats, regulators and LPs expect conflicts and fees to be handled consistently and on record, and operating and venture teams follow more companies, and more founder updates, than their spreadsheets can hold. Every investment committee, board meeting and quarter-end starts with someone rebuilding the same facts by hand.
What is missing is less another point tool than a shared foundation: one identity, one set of roles and one record of who did what, with products designed to pass work to each other. A screening finding becomes a diligence request, a conflict hit becomes a recorded decision, a monthly pack becomes an agreed figure on a live console, a staffing gap becomes a request with real capacity behind it, and a side-letter clause becomes a dated obligation.
Fund COO or CFO
Portfolio figures on one agreed definition, covenant and cash warnings early, and fewer spreadsheets rebuilt before every committee and LP report.
Deal partner or principal
Diligence requests, advisor findings and background screening in one place, with committee questions answered from cited sources.
Chief compliance officer or general counsel
Conflicts, board seats, personal holdings and cross-fund questions cleared before signing, each with a documented result.
Operating partner or head of portfolio talent
Value-creation initiatives tracked against real team capacity, and leadership gaps seen and covered before they stall a plan.
Head of investor relations
Side-letter obligations met on time, each LP seeing only its own figures, and DDQ answers drafted from approved language.
Family office CIO
Direct and co-investment deals screened, cleared and monitored with the same discipline a fund manager applies.
A day in the life
Imani Castellanos runs operations at Wrenmoor Partners. Her remit covers fund finance, compliance support, portfolio monitoring, the operating and talent teams and investor relations, and she sits on the investment committee as a non-voting member. This is one week in late October, when a deal is in exclusivity, September packs are due, a CFO resigns and quarter-end LP reporting begins.
Monday, 7:40 am
Project Heron, the planned buyout of Tallis Fluid Systems, goes to the investment committee on Thursday. Graham Oduya, the deal partner, forwards an associate's Sunday-night find: the founder's brother-in-law owns Tallis's largest distributor. The screening vendor's report never mentions him, and the diligence request list runs to 260 rows across four spreadsheets. Graham asks Imani which open requests depend on the answer.
How this is solved: Diligence split across a data room, three advisors and an inboxMonday, 2:15 pm
Sunil Varghese, the chief compliance officer, is asked to clear Selby Cartons as an add-on for a Fund IV company. The letter of intent is already drafted. Working from his conflicts spreadsheet and a separate board-seat list, he finds that Selby is a major customer of a Fund III company, and that Dana Whitcombe, the operating partner who joined last month, still sits on the board of Selby's closest competitor. Nobody has yet asked counsel whether the LP advisory committee needs to review the cross-fund tie.
How this is solved: Cross-fund conflicts found after the letter of intentTuesday, 9:00 am
The monthly portfolio review starts with fourteen of sixteen packs in. Mei-Ling Hart, who leads portfolio analytics, has spent three days rekeying them, and two companies reported adjusted EBITDA on different add-back rules. Halfway through, the CEO of Tarrowby Freight Software asks for a board call about bridge funding. Its cash runway had been shrinking for three months in a tab nobody opened.
How this is solved: Sixteen monthly packs, sixteen definitions of EBITDAWednesday, 10:30 am
Oakhaven Packaging's board meets next week, and the pre-read template asks for progress against the value-creation plan. Marco Bellini, the operating partner, opens the closing deck and his own spreadsheet. The pricing reset has not started because the pricing lead joins in January and no analyst time was booked, and resin costs have eaten into the margin the procurement work was meant to add.
How this is solved: A value-creation plan that still lives in the closing deckWednesday, 4:45 pm
Pellwood Dental Group's CFO resigns, with a sale process planned for next summer. Joanna Kwiatkowska, head of portfolio talent, is asked who could cover. She knows two interim CFOs who might be free, has notes from last year's search somewhere in her email, and cannot say which of the plan's exit-readiness milestones were the CFO's to deliver.
How this is solved: A CFO resigns eight months before the sale processFriday, 11:00 am
Seun Bakare, head of investor relations, starts the quarter-end packs. The Tessmere family office wants its look-through exposure in its own template, fund counsel's spreadsheet shows a most-favored-nation election window closing on the thirty-first, and a prospective Fund V investor sends a 240-question due diligence questionnaire. The team begins searching last year's answers folder by folder.
How this is solved: Quarter-end LP reports, side letters and a 240-question DDQNone of this was unusual for a mid-market firm. Each problem crossed teams, advisors and portfolio companies, and each ended with someone rebuilding facts by hand. The rest of this page shows how Burdenoff products are designed to pass that work to each other instead, on one identity, one set of roles and one record of who did what.
Challenges and how they are solved
Each challenge shows the problem as it happens, how the products are designed to hand work to each other, and the concepts that illustrate it. Share any challenge on its own.
Answers are in plain business terms. Choose Technical, or open any technical detail, to see how it works under the hood.
Challenge 1 of 6
Project Heron is three weeks into exclusivity, with the investment committee's final vote on Thursday. The data room holds more than a thousand files, the diligence request list lives in a spreadsheet, and the quality-of-earnings, legal and commercial advisors each keep their own tracker. Background checks on management came back as a vendor PDF that covered only the names someone sent. On Sunday night an associate found, in a local news story, that the founder's brother-in-law owns the company's largest distributor. Nobody can say whether the screening covered related parties, or which open requests depend on the answer.
Related-party and integrity questions surface late, open requests hide in several trackers, and committee members read a memo whose sources they cannot easily check.
ProServiceWorld is designed to keep every diligence request in one list, with its owner, advisor and status. IntelWatchtower checks the target's owners, managers, main customers and suppliers against the company registries, court records, sanctions lists and news the firm subscribes to, showing how they connect and where each finding came from. Findings marked for follow-up become new requests on the deal, and a Botlit assistant answers committee questions with sources.
Technical detail
ProServiceWorld is designed to open the deal as a matter with its own request list: each request carries a workstream, an owner at the target, the responsible advisor and a status, and the target uploads into a secure room. ProServiceWorld is designed to pass the target's shareholders, directors, managers and key counterparties to IntelWatchtower, where each becomes an entity with a screening requirement. IntelWatchtower is designed to attach observations from the registry, court, sanctions and news sources the firm registers, link people and companies with a confidence level and a source, and file a finding marked for follow-up back to the deal matter as a new request. A Botlit assistant for the deal team, grounded in documents the deal team exports from the data room into the deal's knowledge base, advisor reports and filed findings, is designed to answer committee questions with cited passages. A family office screening a co-investment can run the same steps.
Related parties are found while there is still time to ask about them, every open request has an owner, and committee questions are answered with sources the deal team can check.
IntelWatchtower
Links the target's owners, directors, managers and distributors in one graph, with a confidence level and source on each finding and a button to file it to the deal matter.
Works with ProServiceWorld, Botlit
ProServiceWorld
Shown here for a tax and audit practice; the same request list tracks the deal's diligence requests: what the target has uploaded, what is overdue, who owns each item and when the next reminder goes.
Botlit
Answers committee members from documents exported from the data room, advisor reports and filed findings, shows the passages used and says so when nothing matches.
Challenge 2 of 6
The operating team wants Selby Cartons as an add-on for a Fund IV company, but Selby is a major customer of a Fund III company. Whether that cross-fund tie needs the LP advisory committee's review is a question for counsel, yet nobody notices it until the letter of intent is drafted. The compliance team's conflicts log is a spreadsheet, board seats sit in another, and staff outside-activity and personal-holdings disclosures sit in the compliance inbox, so nobody has checked that the operating partner who joined last month still sits on the board of Selby's closest competitor. No one has recorded when either question was raised or what was decided. At a venture firm the gap is wider, with partners holding board seats across dozens of companies.
Conflicts are found late and cleared from memory, cross-fund questions reach counsel after commitments are made, and the firm cannot show an examiner or LP how each conflict was handled.
ProServiceWorld is designed to collect staff disclosures of outside roles and personal holdings, while the firm keeps a board-seat register. SemanticFed checks the target, its owners, main customers and suppliers against those records, fund holdings and open deals, showing disclosures only to compliance. Compliance clears, waives or escalates each match with a reason, and cross-fund questions go to counsel with advisory committee reviews and recusals tracked by date and owner.
Technical detail
Staff outside-activity and personal-holdings disclosures are designed to be collected as ProServiceWorld compliance records, and board seats kept in a register the firm maintains. SemanticFed is designed to search those records, the fund administrator's holdings data and the deal pipeline where they sit, for the add-on, its owners and main customers and suppliers, with disclosures visible only to compliance under an access policy. Hits such as 'customer of a Fund III company' and 'board seat at a competitor' are designed to be sent to a ProServiceWorld conflict check, where compliance records each as cleared, waived with its reasoning or escalated. An escalated cross-fund question is designed to open a matter for counsel, with the advisory committee review, the operating partner's recusal and any personal-trading pre-clearance tracked as dated compliance checks, each with a result and an owner.
Conflicts are checked before the letter of intent, each one ends with a recorded decision and reason, and cross-fund questions reach counsel early with a clear owner.
SemanticFed
Searches the joining operating partner's disclosed board seats and the add-on's parties against the firm's records in place (shown here for a law firm's lateral hire).
ProServiceWorld
Records each hit against the deal's parties with a documented status, from clear to potential conflict, conflict or waived, before the deal moves forward.
ProServiceWorld
Tracks the advisory committee review, the operating partner's recusal and personal-trading pre-clearance as dated checks with a result and an owner.
Challenge 3 of 6
Monthly packs are due on the tenth business day. Sixteen portfolio company CFOs send sixteen spreadsheet formats by email, two are late, and one company has changed its template again. Each company counts adjusted EBITDA its own way: one adds back owner costs, another the full cost of a system rollout. Analysts spend three days rekeying figures into a master workbook before the Tuesday portfolio review. Covenant headroom is worked out by hand the week before a quarter-end test, and Tarrowby Freight Software's shrinking cash runway is noticed only when its CEO asks for a board call about a bridge.
The portfolio review runs on week-old, rekeyed figures, definitions differ from company to company, and covenant or cash pressure is noticed after it has become urgent.
FluidGrids is designed to request each company's monthly pack, or a venture company's quarterly founder update, chase late ones and file what comes back. SemanticFed proposes shared definitions of revenue, adjusted EBITDA, add-backs, net debt and cash for every company, which an analyst checks. BigConsole shows one live view of results against budget, covenant headroom and cash runway, warning the operating partner when headroom or runway runs low.
Technical detail
A FluidGrids schedule is designed to request each CFO's pack on the first business day, chase late ones and read the returned template, or the accounting system where access is granted. For venture holdings, the same cycle is designed to collect quarterly founder updates with ARR, net burn, runway and next-round timing. FluidGrids is designed to write each validated pack to a store the firm registers as a SemanticFed source. SemanticFed's AI-assisted authoring is designed to propose the standard KPI model (revenue, adjusted EBITDA, add-backs, net debt, cash) over that store, with each company's account mapping kept as a table an analyst reviews. FluidGrids is designed to then run the month's queries against that model and push the results through its BigConsole DataSink node into BigConsole, whose console shows budget variance, covenant headroom and runway, with alerts and a cited Explain panel.
The monthly review starts from the same figures for every company, add-backs are visible rather than buried, and covenant or cash pressure is flagged while there is still time to act.
BigConsole
Shows every company's pack status, actuals against budget, covenant headroom and cash runway, with an Explain panel citing the figures behind each variance.
Works with FluidGrids, SemanticFed
SemanticFed
Proposes the firm's standard KPI metrics over the collected packs for an analyst to accept or correct.
FluidGrids
Ends the monthly collection workflow with a BigConsole datasink node, so validated figures land in the sink the portfolio console reads.
Challenge 4 of 6
Oakhaven Packaging was acquired eight months ago on a plan to reset pricing, consolidate resin buying, merge two plants and buy a smaller competitor. That plan is still a slide deck from closing, and progress sits in the operating partner's spreadsheet. He covers five companies. The pricing initiative has stalled because the pricing lead has not started and no analyst time was ever booked, but that shows up nowhere until the board pre-read asks for progress against the plan. Resin costs have risen since closing, and nobody has set the September figures beside the initiatives meant to offset them.
Initiatives slip without anyone seeing why, operating-team time is promised to more companies than it can serve, and board updates are rebuilt by hand each quarter.
PlanMagnet is designed to hold each value-creation plan as initiatives with owners, milestones and EBITDA targets, and to flag work at risk with a reason, such as a late start or margin below plan. Monthly results from BigConsole sit beside each target, and board updates are drafted from the same plan. When an initiative needs an operating partner, specialist or key hire, CrewFoundry shows who is free and from when.
Technical detail
PlanMagnet is designed to hold each company's value-creation plan as initiatives with an owner at the company and milestones. Each initiative carries an EBITDA target recorded as a key result, and monthly actuals from BigConsole are designed to sit beside it. A daily sweep is designed to flag at-risk work with a stated reason, such as a start date that slipped or a margin running below plan. When an initiative needs operating-partner time, a pricing specialist or a key hire, PlanMagnet turns it into a dated staffing request and sends it to CrewFoundry, where the operating team's utilization and the firm's advisor network are visible. CrewFoundry returns who is available and from when, so the initiative's dates rest on real capacity. The board update is drafted from the same record, and changing a target stays with the deal partner.
Every initiative has an owner, a target and a live status, staffing gaps show up before milestones slip, and board updates come from the plan itself rather than a rebuilt deck.
PlanMagnet
Holds the plan as initiatives with owners, EBITDA targets and milestones, and flags the pricing reset as at risk with the reason and the BigConsole figures behind it.
Works with CrewFoundry, BigConsole
PlanMagnet
Turns each initiative's people needs into dated staffing requests, checked against capacity before a start date is promised, and sends the gaps to CrewFoundry.
CrewFoundry
Shows the operating team's week-by-week utilization and the best available match for an open request, so no operating partner is booked on too many companies at once.
Challenge 5 of 6
Pellwood Dental Group's CFO resigns on a Wednesday afternoon. The firm plans to start a sale process in eight months, and the audited accounts, the sell-side quality-of-earnings work and the data room all depend on a finance leader who knows the business. The head of portfolio talent has no single view of which portfolio companies have a ready successor for their CFO. Candidate notes from the last search sit in her email, the shortlist of interim CFOs is in her memory, and the operating partner does not yet know which plan initiatives the departing CFO owned.
A leadership vacancy can stall sale preparation or a plan for months, successors are identified only after someone resigns, and interim cover depends on who happens to remember whom.
CrewFoundry is designed to show every portfolio company's key leaders, who could step up and which searches are open, only to the people the firm chooses. When a CFO resigns, a search opens with interview forms for the chair and CEO, and approved interim executives appear with their availability. The departing CFO's PlanMagnet initiatives appear beside the empty seat, with their exit-readiness milestones flagged until a new owner is confirmed.
Technical detail
CrewFoundry is designed to keep a leadership bench across the portfolio: each company's CEO, CFO and other key roles, with tenure, the talent team's successor-readiness rating and any open search, visible only to the roles the firm sets. When the CFO resigns, a key-hire search opens with a candidate pipeline and structured interview scorecards that the company's chair and CEO can complete. Interim executives the firm has approved, listed in CrewFoundry's talent marketplace, appear with their availability, so cover can be booked before the handover. PlanMagnet is designed to share each initiative's owner with CrewFoundry, so the initiatives the departing CFO owned show against the vacant seat, and PlanMagnet re-flags the exit-readiness milestones until an interim or permanent owner is confirmed.
Succession gaps are known before anyone resigns, searches and interim cover start the same week, and no plan milestone is left without an owner.
CrewFoundry
Shows every company's key roles, successor readiness and open searches, and for the vacant CFO seat lists interim executives and the PlanMagnet initiatives it affects.
Works with PlanMagnet
CrewFoundry
Moves CFO candidates through screening, interviews, assessment and offer, with structured scorecards behind the decision the company's board makes.
PlanMagnet
Shows, as in the Oakhaven plan, how milestones are flagged with a reason, re-flagging the departing CFO's exit-readiness milestones until CrewFoundry confirms a new owner.
Works with CrewFoundry, BigConsole
Challenge 6 of 6
Quarter-end reporting is under way. The fund administrator's capital account statements are due, and 27 side letters add their own obligations: one LP's quarterly report in its own template, another's ESG questionnaire, a notice clause for key-person events and a most-favored-nation election window that closes this month. Fund counsel tracks them in a spreadsheet. The Tessmere family office, an LP in Fund IV, wants its look-through exposure by company and sector. The same day, a prospective Fund V investor sends a 240-question due diligence questionnaire (DDQ), and the team starts hunting through last year's answers.
Side-letter obligations are missed or met late, LPs wait for figures that already exist, and every DDQ is rebuilt from old documents with inconsistent answers.
ProServiceWorld is designed to list each side-letter promise, such as a report in the investor's format or an election deadline, with its date, owner and proof of delivery. FluidGrids assembles quarter-end packs for CFO and compliance sign-off and marks promises delivered, while BigConsole shows each investor only its own figures. A Botlit assistant drafts investor questionnaire answers from approved wording, with sources, and nothing is sent until a person approves.
Technical detail
ProServiceWorld is designed to hold each side letter as dated obligations on the LP's record: report templates, ESG data, notice clauses and election windows, each with an owner and evidence of delivery. At quarter-end, FluidGrids is designed to assemble each LP's pack from the administrator's statements and the approved portfolio figures, route it for CFO and compliance sign-off, and mark the ProServiceWorld obligation delivered. BigConsole is designed to share LP views with row-level access, so the Tessmere family office sees only its own capital account and look-through exposure, with access that expires when the firm chooses. A Botlit assistant is designed to draft DDQ answers from approved prior responses, policies and fund documents, cite the passage behind each and leave gaps for investor relations and compliance. Botlit then starts the FluidGrids sign-off workflow, and nothing is sent until a person approves.
Every side-letter obligation has a date, an owner and proof of delivery, each LP sees its own figures, and DDQ answers start from approved language with sources.
ProServiceWorld
Lists each LP's side-letter obligations with the clause, due date, owner and delivery status, and shows which quarter-end packs FluidGrids has waiting for sign-off.
Works with FluidGrids, BigConsole, Botlit
BigConsole
Shares an LP's view with named people and an expiry date; a row-level policy on that view is designed to limit the family office to its own capital account and look-through figures.
Botlit
Drafts DDQ answers from approved prior responses and fund documents, shows the passages it used, and says plainly when no approved answer exists.
How it fits together
Each product is designed to do one job and pass something concrete to the next: possible conflicts, names to screen, cited findings, checked monthly figures, staffing requests and confirmed capacity. The steps follow a deal from screening through portfolio and investor reporting. All of it runs in one workspace, under one set of roles and one record of who did what.
To ProServiceWorld: Possible conflicts, with staff disclosures shown only to compliance
To IntelWatchtower: The target's owners, managers and key business partners, for background checks
To Botlit: Filed findings, for the assistant to cite to the committee
To FluidGrids: Drafted answers, for investor relations and compliance to sign off
To BigConsole: Checked monthly figures and quarter-end fund figures
To PlanMagnet: Each company's monthly results, beside its plan targets
To CrewFoundry: Dated requests for operating-partner time, specialists and key hires
Step 1 of 8: Search for conflicts
Technical detail
Products in this solution
Deal matters, conflicts and side-letter obligations
Designed to keep each deal's requests and documents, each conflict check and each side-letter promise in one place, with dates, owners and proof of what was decided or delivered.
Technical detail
Is designed to hold matters, request lists, document rooms, conflict checks and compliance obligations with dates and evidence, which fits deal diligence, conflicts and side-letter duties.
Background and integrity screening
Built for investigation work, it is designed to show how a target's owners, managers and key business partners connect, with where each finding came from and how sure it is.
Technical detail
Its entities, observations, link analysis and confidence levels are built for investigation work, and are designed to show a target's owners, managers and counterparties as one sourced graph.
Agreed KPI definitions and conflict searches
Designed to make figures such as revenue and adjusted EBITDA mean the same thing for every company, and to search sensitive records where they already sit while showing them only to the right people.
Technical detail
Designed to define metrics once over many sources, query data where it lives and apply access policies at query time, which suits portfolio KPIs and conflict searches over sensitive disclosures.
Collection, routing and sign-off workflows
Designed to run recurring work on a schedule, collect what companies send from the systems they already use and pause for a person's sign-off. That makes it the link that gathers monthly packs, assembles investor packs and passes figures to BigConsole.
Technical detail
Schedules, connectors, wait-and-resume steps for human sign-off and datasinks into BigConsole make it the link that collects monthly packs, assembles LP packs and routes approvals.
Live portfolio and LP views
Designed to turn monthly figures into one live portfolio view, warn people when a limit is crossed, explain changes with sources and show each investor only its own figures, for as long as the firm allows.
Technical detail
Is designed to build consoles on keyed data sinks, with threshold alerts, cited explanations of change, sharing with expiry and row-level security, suiting portfolio reviews and LP views.
Value-creation plans and milestones
Designed to turn a value-creation plan into initiatives with owners, milestones and EBITDA targets, flag what is slipping and why, and check people's availability with CrewFoundry.
Technical detail
OKRs that roll up from delivery work, milestones, at-risk flags with stated reasons and its CrewFoundry capacity integration suit value-creation plans that depend on scarce operating time.
Leadership bench, key hires and operating-team capacity
Designed to show who leads each portfolio company and who could succeed them, run key-hire searches with structured interview forms, list interim executives the firm has approved and show how stretched the operating team is.
Technical detail
Hiring pipelines, interview scorecards, utilization views and a talent marketplace, with capacity shared with PlanMagnet, are designed to cover key hires, interim cover and operating-team load.
Cited answers for committees and LPs
Its assistants are designed to answer from the firm's own documents, such as files exported from the data room or approved questionnaire answers, show the passages used and start the next sign-off step.
Technical detail
Agents are designed to answer from the firm's own knowledge bases with cited passages, under workspace policies and an execution ledger, and can query dashboards and trigger workflows.
Every product here runs on Burdenoff Workspaces: one sign-on for deal, compliance, portfolio and investor relations teams, role-based access enforced at the gateway, one audit trail across products and one bill, so a deal, a conflict, a KPI and an LP obligation share the same governance.
Concept gallery
16 concepts from 8 products. Each one links to its own page on the product's website, and every view has a link you can share.
IntelWatchtower
Links the target's owners, directors, managers and distributors in one graph, with a confidence level and source on each finding and a button to file it to the deal matter.
Works with ProServiceWorld, Botlit
ProServiceWorld
Shown here for a tax and audit practice; the same request list tracks the deal's diligence requests: what the target has uploaded, what is overdue, who owns each item and when the next reminder goes.
Botlit
Answers committee members from documents exported from the data room, advisor reports and filed findings, shows the passages used and says so when nothing matches.
SemanticFed
Searches the joining operating partner's disclosed board seats and the add-on's parties against the firm's records in place (shown here for a law firm's lateral hire).
ProServiceWorld
Records each hit against the deal's parties with a documented status, from clear to potential conflict, conflict or waived, before the deal moves forward.
ProServiceWorld
Tracks the advisory committee review, the operating partner's recusal and personal-trading pre-clearance as dated checks with a result and an owner.
BigConsole
Shows every company's pack status, actuals against budget, covenant headroom and cash runway, with an Explain panel citing the figures behind each variance.
Works with FluidGrids, SemanticFed
SemanticFed
Proposes the firm's standard KPI metrics over the collected packs for an analyst to accept or correct.
FluidGrids
Ends the monthly collection workflow with a BigConsole datasink node, so validated figures land in the sink the portfolio console reads.
PlanMagnet
Holds the plan as initiatives with owners, EBITDA targets and milestones, and flags the pricing reset as at risk with the reason and the BigConsole figures behind it.
Works with CrewFoundry, BigConsole
PlanMagnet
Turns each initiative's people needs into dated staffing requests, checked against capacity before a start date is promised, and sends the gaps to CrewFoundry.
CrewFoundry
Shows the operating team's week-by-week utilization and the best available match for an open request, so no operating partner is booked on too many companies at once.
CrewFoundry
Shows every company's key roles, successor readiness and open searches, and for the vacant CFO seat lists interim executives and the PlanMagnet initiatives it affects.
Works with PlanMagnet
CrewFoundry
Moves CFO candidates through screening, interviews, assessment and offer, with structured scorecards behind the decision the company's board makes.
ProServiceWorld
Lists each LP's side-letter obligations with the clause, due date, owner and delivery status, and shows which quarter-end packs FluidGrids has waiting for sign-off.
Works with FluidGrids, BigConsole, Botlit
BigConsole
Shares an LP's view with named people and an expiry date; a row-level policy on that view is designed to limit the family office to its own capital account and look-through figures.
Pitch kit
Burdenoff brings together background screening, deal and compliance matters, agreed portfolio data, workflow automation, live portfolio views, value-creation planning, portfolio talent and source-citing assistants for venture, private equity and family-office investors. The products are designed to pass findings, conflicts, monthly figures, staffing requests and LP obligations to each other with one sign-on, one set of roles and one record of who did what.
Questions
No. These products are early or pre-launch, and this page describes how they are designed to work together for venture, private equity and family-office investors. We are looking for fund managers and family offices to shape that work with us as design partners.
Technical detail
No. The products on this page are early or pre-launch, and the page describes a solution concept: how they are designed to work together for venture, private equity and family-office investors. We are looking for design partners among fund managers and family offices who want to shape that work with us.
No. Your fund administrator still keeps the official capital accounts, and the data room still holds the target's documents. SemanticFed is designed to read information where it already sits, and FluidGrids to collect from existing systems, email and shared folders, or from your portfolio monitoring tool's exports instead of asking each company.
Technical detail
No. The fund administrator stays the book of record for capital accounts, and the data room stays where the target shares documents. SemanticFed is designed to query data where it lives, FluidGrids is designed to collect from existing systems through its connectors, forms, email and shared-drive folders, and BigConsole reads the results through data sinks. Where a firm already has a portfolio monitoring tool, FluidGrids is designed to collect that tool's exports instead of asking each company.
Access is set by role across one Burdenoff workspace and checked centrally. Products are designed to show a deal's documents and screening findings only to its team, staff disclosures only to compliance and each investor's figures only to that investor. Assistants answer only from the documents they are given, and one record shows who did what.
Technical detail
Access runs on Burdenoff Workspaces roles, enforced at the gateway. ProServiceWorld is designed to restrict each deal matter to its team. IntelWatchtower is designed to keep findings under a Confidential label, visible to deal-team roles. SemanticFed is designed to apply policies that keep staff disclosures visible only to compliance, and BigConsole is designed to apply row-level access so each LP sees only its own figures. Botlit assistants are designed to answer only from the knowledge bases they are given. Every action lands in one audit trail.
No. FluidGrids is designed to request each pack, accept the company's current template by email or a shared folder, or read its accounting system if the company grants access, and to chase late packs. SemanticFed then applies the firm's definitions, so the company keeps reporting the way it does today.
Technical detail
No. FluidGrids is designed to send each company a request, accept its existing template by email or a shared-drive folder, or read its accounting system where the company grants access, and to chase late packs. SemanticFed is designed to apply the firm's KPI definitions to each company's figures, so the company keeps reporting the way it does today.
Yes, as a concept. Venture firms track lighter figures, such as annual recurring revenue, net burn and runway from founder updates, and hold many board seats. Family offices with direct and co-investment programs run the same diligence, conflicts and monitoring work, and the same products are designed to be configured for each without custom development.
Technical detail
Yes, as a concept. Venture firms usually track lighter company metrics, such as annual recurring revenue (ARR), net burn and runway from quarterly founder updates, and hold many board seats that matter for conflicts. Family offices with direct and co-investment programs run the same diligence, conflicts and monitoring work. The same products are designed to be configured for each, without custom development.
Yes, by design. BigConsole is designed to share a view with named people at an investor, limited to that investor's own capital account and look-through figures, until a date the firm sets. The view is offered under BigConsole's own name.
Technical detail
Yes, by design. BigConsole is designed to share a console with named people at an LP, with row-level access limiting them to their own capital account and look-through figures, and an expiry the firm sets. These views are part of BigConsole and are offered under its own name.
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A cross-product solution concept for banks, fintechs and wealth firms: advisory and supervision, scam and mule investigations, controlled regulatory data, know-your-customer (KYC) reviews and supplier oversight.
Finance & BusinessChallenges solved
A solution concept for law firms and in-house legal teams that connects matters, conflicts, legal holds, time capture, billing rules, precedent search and staffing.
Finance & BusinessChallenges solved
A solution concept for consulting, accounting and agency firms: capture time automatically, staff sold work on real capacity, watch fixed-fee burn and see WIP and cash in one view.
Tell us about your setup. We will walk you through the products involved and scope a pilot around the challenge that hurts most.
This is a solution concept: it shows how Burdenoff products are designed to work together in this industry. The images are illustrations of the concepts, not screenshots of the actual products, and every name and figure in them is sample data.
