Some Ways We Can Help
invauto - THE investment aggregator made for community foundations
- Finally, an investment aggregator made specifically for community foundations!
- Everything you need, without the implementation headaches or exorbitant costs!
- Easier - for you and investment managers
- Doesn't require pestering investment managers or custodians with 3rd party access agreements.
- No special requests from investment managers/custodians, and they aren't required to incur integration fees.
- Happy managers = more referrals
- Cost Effective
- Proving to be considerably less expensive than "traditional" aggregators.
- Accurate
- Works with unquoted market investments.
- Eliminates misallocations (i.e., no more fees treated as withdrawals for LPs or alternatives)
- Expandable Platform
- invauto is you community foundation platform that can expand to automate liquidation requests or many other compliments to your ERP.
Outsourced CFO Services
- Strategy and Asset Deployment Optimization
- Is your strategy aligned with how you invest in your organization? We review your strategy, get to know your organization, and craft a plan of action that optimizes your organization's impact.
- Accounting Firm or Investment Consultant RFP
- We'll assist with any part of the process from RFP creation to facilitating committee meetings
- Budget Creation and Streamlining
- Have a budget process that makes you want to pull your hair out? We can help create workflows, build a new budget process, or integrate tools to make your budget and forecast process easier, year after year.
- Complex Model Creation
- Already have models you're using to estimate projects, evaluate investments, project spendable or remaining budgets? We can help streamline your existing models or create new ones.
- We can review models for accuracy and perform economic impact studies to help make sure you're accounting for parameters key to your model.
- Internal Process and Policy Review
- We'll review existing policies and procedures while identifying potential gaps.
- Electronic payment process and policy creation
- Process Automation
- Have spreadsheets your team is manually updating? We can use what you already have to streamline and automate the process.
- Have a complex process? We can identify and implement an automated solution tailored to your needs.
Outsourced CTO Services
- AI Strategy & Deployment
- We'll help craft a secure strategy and deploy your solution(s).
- Tiered Agentic AI development
- General Technology Review
- Not sure how secure your organization is or where to start? We can help. We'll review your organization and provide a scorecard with recommendations tailored to your needs.
- Strategic Technology Roadmap Creation
- ERP or Major System Migration
- Assistance with requirements gathering
- RFP Creation with Test Scripts
- Migration Project Management
- Managed Service Provider Review &/or Transition
- Policy Standardization, Review &/or Creation
- Internal & External Policy Adherence Testing
System or Tools Analysis and Integration
- Do you have Microsoft tools but not sure if you're using them to their full potential? We can help.
- We can evaluate your technology stack, or all the tools and systems you're currently using, and help identify new tools that fit your stack or work to integrate your existing tools so they communicate as one system.
- We'll review existing data integration processes to identify redundant steps that can be automated to eliminate entry into multiple systems.
Reporting Automation
- Already have Power BI, Tableau, Excel, or nothing at all? We can create an automated solution to fit your needs/budget. Some examples:
- Monthly Metrics Dashboards
- Scorecards
- Financial Package
- Custom Reporting on a Cadence You Determine
Custom Solutions
Tired of trying to use an off the shelf software product and inefficiently molding your processes to work with the software? We can help you process map, create requirements, identify a software platform, and even build and deploy a solution. You might be surprised how affordable a custom solution can be, while unleashing the full potential of your organization.