FAImos — For Investors & Syndicates
Live Portfolio Visibility. Reporting Without the Chase.
Powered by the Connected AI Growth Operating System.
Provision your participating businesses with a complete AI growth operating system for their marketing and sales. In return, your team receives automated snapshot visibility and early warnings across the whole portfolio, alongside audit-ready reporting for individual businesses and the group—without chasing manual updates.
Bring scheduled weekly snapshots together with imported management accounts and historical records, including Visible exports. Prepare portfolio reports in FAImos or export information into the reporting systems you already use.
What your investment team sees
1. Weekly snapshots that show what has changed
A business can be busy without making commercial progress. FAImos gives your investment team a regular view of the work behind the update: campaign activity, sales opportunities, pipeline movement and the actions founders are taking. The information comes from the businesses doing that work in FAImos, rather than another spreadsheet prepared just for their investors.
Weekly commercial snapshots help you follow changes since the previous briefing. You can see the current position, look back at earlier activity and arrive at a founder conversation knowing what needs attention.
- Campaign progress, generated content and recorded publishing activity.
- Sales opportunities, pipeline value and committed changes in deal stages.
- Changes in activity and momentum across the businesses you support.
Spend the meeting discussing progress, decisions and support—not asking the founder to reconstruct the last few weeks.
2. Full portfolio and group reporting—not just company updates
The value grows when the same system serves your whole portfolio. Your team gains both a company-level view and a portfolio-wide picture, with a consistent basis for reviewing progress. See which businesses are moving forward, which need attention and where similar issues are appearing across several companies.
Turn standardised weekly snapshots, management accounts and approved financial information into portfolio reports. This reduces the work of collecting separate updates, rebuilding them into a common format and repeatedly asking founders to fill the gaps. Substantial reporting-cost savings are part of the value—not simply a cheaper way to display the same spreadsheets.
- Prepare portfolio and group reports for investment committees, LPs and funders.
- Compare commercial progress across companies and focus attention on the exceptions.
- Produce reports in FAImos or export information into your existing reporting systems.
Keep a clear view of each investment while understanding the wider position of the group.
3. Historical context and financial information from the start
A new portfolio workspace should not mean losing the business history you already have. Bring in historical operating records, previous spreadsheets and management accounts so your team starts with context. Earlier campaign, sales and financial information helps explain the current position and makes the first review more useful.
Visible exports can be imported alongside other existing records. Founder-approved monthly financial snapshots add financial context to the weekly commercial view. Your team can connect the latest activity with earlier reporting, rather than treating every update as an isolated picture.
- Bring existing company records and historical reporting into portfolio onboarding.
- Use management accounts and approved financial information alongside commercial activity.
- Carry forward the context already held in Visible exports and previous spreadsheets.
Start with the business you have invested in—not a blank reporting system waiting for its first month of data.
4. Early warnings that help you act sooner
A healthy-looking headline can hide a slowing sales pipeline or a campaign that has stopped progressing. FAImos makes the underlying activity visible: deals ageing without movement, changes in campaign activity and a pipeline that is no longer moving as expected. Briefings bring these changes into the review instead of leaving your team to discover them at the next formal update.
Review commercial signals alongside the financial picture. A drop in reported revenue, a weakening pipeline and less campaign activity tell different parts of the story. Seeing them together helps your team decide whether to ask a question, arrange a check-in or bring in specialist help.
- Identify stalled or ageing deals and changes in sales progress.
- Notice slowing campaign activity and changes since the previous briefing.
- Use reported financial changes to put commercial warning signs in context.
Focus follow-up on the companies and issues that need it, rather than chasing the whole portfolio equally.
5. Targeted adviser support and better-prepared founder meetings
Visibility is useful when it leads to relevant help. Your specialist advisers can work with investees within FAImos, using the business context behind the issue. A marketing adviser can help with a campaign; a sales specialist can focus on pipeline movement and follow-up. The support connects to the work the founder is already doing.
AI-assisted meeting briefs draw together available commercial activity and context before a conversation. Your team can review what has changed, identify the questions worth asking and spend more time on the next practical step. Founders stay in charge of approving their campaigns, while advisers prepare and support the work.
- Prepare founder conversations from current activity and earlier records.
- Match specialist assistance to the commercial issue that needs attention.
- Give advisers a shared place to understand the business and offer focused help.
Move from asking for an update to having a useful conversation about what to do next.
6. Momentum measures and evidence you can trace
The Commercial Momentum Index brings campaign activity, pipeline movement and recorded revenue into one view. It gives your team a practical way to follow momentum over time and identify businesses that deserve a closer look. The surrounding records explain what sits behind the measure.
Those same records support investment and funder reporting. Campaign history, sales changes, financial information and imported records retain clear sources, so a report can be followed back to the information behind it. This is useful evidence drawn from everyday operations, rather than a claim recreated at the end of a reporting period.
- Follow momentum alongside the commercial activity that explains it.
- Use source-labelled evidence in portfolio discussions and funder updates.
- Export available report outputs in CSV, Excel or JSON for further reporting.
Make the portfolio view useful for both day-to-day support and the reporting your investment team must prepare.
Security, provenance and access
Protected access for founders, advisers and investors
Multi-factor authentication protects access to business workspaces and portfolio views. Clear roles and access settings support the different jobs each person needs to do, including work with sensitive financial information. Data-processing and data-sharing arrangements provide the basis for portfolio reporting.
Audit-ready records with a clear source
Recorded activity, imported history and approved financial or programme information keep their source labels. Your team can follow reports back to the information behind them. This supports review, accountability and a clear record of how the report was prepared.
Compliance by design, with certification planned upon investment
FAImos has been built with relevant compliance requirements in mind. Formal certification is planned upon investment. The implemented access controls and source records support secure, traceable reporting today.
The everyday work behind your portfolio view
Participating founders use FAImos to plan strategy, create and publish campaigns, and manage sales and customer relationships in one connected workspace. It reduces fragmented tooling and gives them a practical place to run and develop the business.
Business Memory keeps brand history, campaign learning and customer context together, so future work can build on what the business already knows. That history continues to support the business beyond an individual reporting period.
The portfolio view comes from this everyday work in FAImos. Your investment team receives commercial context as the business uses the system, while advisers can use that shared view to offer targeted help.
Discuss your portfolio
Start with a selected group of companies and the reporting your investment team needs. We can agree onboarding, historical imports, any additional financial access, adviser roles and commercial terms before rollout.