Frequently Asked Questions

Investors see a company when it reports, but the business changes every day in between. Decisions get made from a picture that is already weeks old, every holding reports differently so nothing compares cleanly, and quarter end becomes a chase across every finance team.

The underlying issue is not reporting - it is that there is no continuously updated view of the business. Reporting is simply the most visible symptom.

No, and deliberately so. Reporting portals go stale because nobody at the company benefits from filling them in.

Navaris is built to be useful to the business first: guided next steps across eight areas, the commitments it owes tracked in one place, and its board packs and management accounts drafted from live data. The investor view is a by-product of work the company was going to do anyway, which is why it does not decay between quarters.

In three places. Agents read each connected system and reconcile what they each know into one record, deriving every metric the same way rather than accepting whatever a spreadsheet says. They draft the reporting - board packs, investor updates, valuation extracts - from that record, and flag what they cannot source instead of inventing it. And each of the eight business areas has a specialist agent you can ask, which answers from that company's own numbers with the source attached.

What the agents do not do is decide. They surface, derive and draft; the judgement stays with you.

A general-purpose tool starts from a blank page and whatever you paste into it. Navaris starts from the company's live record - its ledger, its billing, its contracts, its history - so an answer is about that business rather than about businesses in general.

Every figure carries its source, so an answer can be checked rather than taken on trust.

The underlying record is the same; what sits on top of it differs.

A venture fund gets runway and reserve decisions, next-round readiness and graduation rates. A private equity sponsor gets value creation plan progress, covenant headroom and the first hundred days after completion. An incubator or accelerator gets journey stages across a cohort, who needs support this week, and outcomes tracked through to alumni. Advisors preparing a company for investment or acquisition get readiness scoring and the diligence gaps surfaced early.

IPEV valuation extracts, ILPA quarterly templates, capital account statements, capital call and distribution notices, AIFMD Annex IV, covenant compliance certificates, EIS and SEIS scheme tracking, and ESG frameworks including EDCI and ESG_VC.

For university and publicly funded programmes: HE-BCI extracts, KEF evidence packs, UKSPF and HEIF output claims, subsidy value registers and board packs. All of it reads from the same record, so a figure cannot differ between two documents sent in the same week.

Material events are flagged when the clock starts rather than when someone notices - a top customer setting a subscription to cancel, a covenant moving, a runway threshold crossed, a senior departure appearing in payroll.

Navaris also links events across systems. A churn spike and an outage two weeks earlier stop looking unrelated when the affected accounts turn out to be the same ones.

Yes, and that is much of the point. Navaris derives the same metrics the same way for every holding regardless of which ledger, billing platform or CRM sits underneath, so the portfolio can be read side by side rather than described company by company.

Yes. The journeys begin before the company exists - incorporation, the first bank account, the first customer conversation - and the same record later becomes what an investor, a grant panel, a customer or an acquirer asks for.

It is most valuable when it is shaping decisions rather than recording them after the fact.

No. Navaris reads from the tools you already use rather than replacing them. Your ledger stays your ledger and your CRM stays your CRM.

What Navaris adds is the layer above them: one record that reconciles what they each know, and the outputs that come from it.

It gives guidance and information grounded in your situation, and it is explicit about the line. For consequential decisions - tax structuring, disputes, regulated activity - it recommends a solicitor or an accountant and prepares a brief so the paid hour goes further.

Every figure carries its source, and every event on a company timeline names the system it came from and how it was derived - a subscription set to cancel at period end, a period lock date on the ledger, an SH01 share allotment at Companies House.

System-derived facts carry their source. Management judgement is clearly identified as such. That is what makes it usable in diligence rather than only in a board meeting.

The record follows it. Once a source is connected, Navaris keeps reading it, so metrics, summaries and generated documents reflect the current position rather than the position when someone last exported a spreadsheet.

Where something cannot be sourced, it is flagged for input rather than filled in with a plausible guess.

No. Every connection is read-only. Navaris reads in order to keep the record current. It never moves money, sends anything on your behalf, or writes to a record in your systems.

Pricing depends on how many companies you are working with and what you need alongside the core platform. Tell us about your fund, programme or business and we will recommend the right starting point.

We are working with a small number of funds, programmes and companies while we build, which means direct access to the team and real influence over what gets built next.

Get in touch and tell us a little about what you are managing. The most useful first conversation is a 30-minute walkthrough where you bring one real problem - a holding, a reporting deadline, a reserve decision or a board pack - and we work through it in the product.

Also the company. Nothing reaches an investor or a programme that the company has not agreed to share. Permissions are granular down to the area and the individual document, and they can be revoked at any time.

The company does. It is their business information, connected from their own systems. Navaris holds it in order to keep their record current and to serve the views they have agreed to share.

We do not sell customer data, and connected business information is not used to train models or to improve the product for anyone else.

Yes. Every access, share and export is logged, so a company can always answer who saw what and when - including what an investor or a programme viewed.