In build · 2026
InvestmentOLU™
The investment management AI platform from oneOLU™.
Sovereign funds, development finance institutions, asset managers, insurers and family offices
It gives an institution one system in which to assess and execute investments, manage and value its portfolio, serve its shareholder, co-investors and lenders, and report. The AI does the reading, reconciling and first-draft analysis that otherwise consumes an investment team’s time, and the team keeps the judgement.
What it does
Ten functions,
function by function
These are the functions an institution needs to run its investments, set out plainly. Implementation is phased, and begins with whichever of them the institution selects.
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Portfolio management and monitoring
One consolidated view of every holding by cluster, sector and entity, with drill-down to company level. Financial and operating indicators tracked against budget and prior periods, with alerts when thresholds are crossed.
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Financial modelling and valuation
A modelling workbench: discounted cash flow with sensitivities, leveraged and comparable-company analysis, project finance — debt service coverage, internal rate of return, weighted average cost of capital — waterfall models, and multi-currency scenarios from base to stress. Periodic valuations carry an audit trail.
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Deal pipeline, screening and due diligence
Pipeline from first approach to close. Configurable screening templates and scoring, side-by-side comparison, and due diligence project management with findings, risk register and data room.
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Investment committee and governance
Committee papers assembled from the underlying record, voting and decision tracking, meeting management, and a searchable history of decisions and the grounds for them.
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Relationship management (CRM)
A single record of every counterparty — contacts, meetings, correspondence, commitments and follow-ups — linked to the transactions and holdings they concern.
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Investor management and relations
Investor register, commitments, capital calls, distributions with waterfall, a secure investor portal for documents and statements, and a full communication log.
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Fund operations
Multiple funds and vehicles with consolidated reporting. Net asset value with audit trail, expense tracking and approvals, and performance measures — internal rate of return, multiple of invested capital, attribution.
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Reporting
Scheduled and on-demand reports in the institution’s own formats: monthly portfolio pack, quarterly and annual reports, committee and board packs, investor statements. The platform prepares the first draft from the record; the team reviews and approves.
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Risk and compliance
Risk register by holding and for the portfolio, concentration and scenario analysis, a compliance calendar, and environmental, social and governance tracking.
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Documents and workflow
Central repository with version control, lineage and search. Configurable approval workflows, role-based access and a complete audit trail.
The work it takes off the desk
What the
AI does
Most of the information an institution relies on reaches it as documents: management accounts, board packs, audited statements, contracts and correspondence, each in a different layout. The platform reads these as they arrive, extracts the figures and commitments into the portfolio record, reconciles them against earlier periods, and flags what has changed or is missing.
Analysts can ask questions of the portfolio in plain language and receive answers that cite the source documents. Drafts of reports and committee papers are prepared from the same record.
Nothing is released without review by the institution’s own staff. The platform prepares; the team decides.
How it is implemented
Installed where
the data already is
The platform is installed in the institution’s own environment, or in in-country infrastructure of its choosing, so that portfolio data stays in the institution’s custody.
It connects to the accounting and enterprise systems the institution and its entities already use. It is not a general ledger and does not replace one.
Access is set by role, so that executives, cluster heads, analysts and entity management each see what they are entitled to see.
Implementation is phased. It begins with one function the institution selects — monthly monitoring for a single cluster, say — configured on the institution’s own data and in its own formats, and extends function by function from there.
The computation moves to the institution’s data. The data does not move to the computation, and it does not leave the institution’s custody.
Editions
SecondaryOLU
Private equity secondary markets, LP positions and portfolio valuation.
VentureOLU
Venture capital on the continent, from first cheque through follow-on.
GrowthOLU
Growth-stage investment and the portfolio operations that follow it.
One platform and one functional table. The editions differ in the screening templates, valuation methods and reporting formats each kind of institution needs — not in what the platform does.
Next step
Ninety minutes,
against your own list
A working session with the investment and portfolio team, in which we go through InvestmentOLU function by function against the institution’s own written list of requirements, using a representative portfolio.
It can be held remotely, at the team’s convenience. Company documents, including the functional overview and company profile, are provided on request for procurement purposes.
Contact
Arrange a
first conversation
Blessing Rugara takes these conversations directly. Tinashe Jaramba is the day-to-day contact for the functional overview, company documents and procurement processes.
- Offices
- Mauritius · Dubai · Johannesburg