Institutional system · For private markets

Every number
has a source.

Glass Box is the operating system institutional private markets deserve. Built on six principles. Verifiable by design. Same data, governed views for the GP and for the LP.

Six principles. Enforced at the database.

Same data. Two governed views.

Audit trail by default. No exceptions.

Methodology under independent review. Findings surfaced, not silenced.

The Glass Box principle

Six lines. Six commitments. Verifiable by design.

  1. 01Every number has a source.
  2. 02Every claim has evidence.
  3. 03Every decision has an owner.
  4. 04Every risk has a treatment path.
  5. 05Every LP update has approval.
  6. 06Every deal has institutional memory.

These are not values. They are checks. Each line corresponds to an enforceable behaviour inside Glass Box: a citation, an owner, an approval, a treatment path, an audit entry, a permanent record. The product principle is the spec.

The shift

From system of record.
To system of action.

Most private-markets software

System of record

  • · A place to store what humans put in
  • · Quarterly PDFs to LPs
  • · Reconstruct the audit trail later
  • · Spreadsheets for risk and decisions
  • · Reporting cycles measured in weeks
  • · AI bolted on as an extraction utility

Glass Box

System of action

  • · Workflows operate on the ledger itself
  • · Live LP-facing data, GP-approved before exposure
  • · Audit trail emerges as a by-product of work
  • · Decisions, risks, ratings, publications — all governed entities
  • · Reporting cycles measured in seconds
  • · AI participates in the workflow, never overrides the human

What Glass Box makes possible

Three things you can do with Glass Box.
Three things you cannot do without it.

01

Hand an LP read-only credentials and walk away.

Same data, governed view. The LP sees the NAV bridge, the watchlist, the deal passport, the capital activity — in real time, with citation provenance. No information leakage between LPs. No assembly job. Row-level security at the database, not the application.

02

Pass a regulator audit in one click.

The compliance attestation, the audit trail, the snapshot pack — it is not a quarterly assembly job. It is the live state of the system. When the FCA arrives, the evidence pack does not need to be built; it is already frozen, attributable, and time-stamped.

03

Lock the IC thesis at approval. Grade it every quarter.

Most GPs grade portfolio performance. They do not systematically grade whether the original underwriting assumption is still holding. Glass Box separates the two. When a thesis pillar breaks in year three, you know which assumption was wrong — not just that the IRR is off.

What Glass Box does

One ledger. Two governed views.

Marquee

GP Operating Cockpit

A single screen for the partner, the analyst, the CRO. Pending approvals. Open limit breaches. Drifting thesis pillars. The watchlist. Audit trail by default — every action attributable to a name and a timestamp.

Carnegie Credit Rating

Probabilistic, copula-aggregated credit methodology. Three pillars, nine sub-modules. Carnegie bands AAA to D, anchored to S&P-equivalent. Methodology open to independent review.

Compliance Attestation

Policy book ingested as control matrices. Weighted scoring per control. Four-state RAG including Cyan for evidence gaps. Per-save audit trail. Snapshot freezes for the BRC and the regulator.

LP Confidence System

Not a portal. A confidence system. NAV bridge with AI variance narrative. Watchlist, deal passport, capital activity, six printable reports, natural-language Q&A — all from the live ledger.

And 7 more in the platform

Deal Command Centre · Decision Ledger (3/6/9) · Publish Queue · 3-Tier Risk Appetite · Limit Breaches · Thesis Integrity Tracker · Counterparty Profile

The Glass Box flip

Same data. Different views.
Governed at the database, not the application.

The same portfolio company, seen by the GP and seen by the LP. The shared rows are identical. The filtered rows are filtered at the database, before any application code runs. The LP cannot query the GP-only fields — they are not in the response.

Cantilever Climate

one row in deal · two governed views

GP

Operating cockpit

role = 'gp'

  • Asset classGrowth Equity
  • NAV£28.4m
  • WatchlistAmber (CSRD policy shift)
  • CCAM ratingBBB+ · 8.2 / 7.1 / 6.8
  • Red Team note12 open challenges
  • Deal team notesSponsor pushing 14x exit…
  • Thesis pillars1 broken · 1 at risk · 3 ok
  • Variance narrativeDraft · ai_generated
  • Capital activity8 entries · all LPs
  • ReportsPack assembly tool
  • Ask Glass BoxGP scope

Full visibility · all decisions, votes, audit

LP

Confidence system

role = 'lp'

  • Asset classGrowth Equity
  • NAV£28.4m
  • WatchlistAmber
  • CCAM ratingfiltered
  • Red Team notefiltered
  • Deal team notesfiltered
  • Thesis pillarsfiltered
  • Variance narrativePublished · 12 May
  • Capital activity8 entries · your share
  • Reports6 printable
  • Ask Glass BoxLP scope

Scoped to your commitments · audit-grade · read only

Row-level security with helper functions gb_tenant_id() and gb_role(). The compliance step before any LP publication is a hard gate at the status enum, not a suggestion in the UI.

UK regulatory perimeter

Built for the post-ILPA-v2.0 LP.
And the GP who has to answer to them.

UK pension capital is shifting into UK private markets at a scale the existing reporting infrastructure was not designed to support. The regulatory perimeter has tightened in eighteen months: ILPA v2.0 is the new disclosure floor, the FCA SDR regime exposes ESG claims to consumer-protection enforcement, and the Mansion House Compact requires DC scheme allocations that must survive audit-committee scrutiny.

Glass Box is built for that perimeter. ILPA-aligned reports generate live from the ledger. Compliance attestation runs continuously, not quarterly. Snapshot freezes produce regulator-ready evidence packs in one click. Every disclosure carries the provenance trail that institutional governance now expects — and the evidence pack does not need a two-week assembly job.

Aligned with ILPA Reporting Template v2.0·Aligned with Mansion House Compact·Aligned with FCA SDR labelling

Positioning

What we are not.

Glass Box does not replace your existing stack. Each tool below is best-in-class for its layer. Glass Box is the governance layer above them — the system that connects them into a continuous, auditable operating rhythm.

We are notBest in classOur relationship
A CRMAffinity, DealCloud, SalesforceWe read contacts. We don't manage them.
A VDRDatasite, Intralinks, iDealsWe read documents. We don't store the master.
A fund administratoreFront, Allvue, FIS InvestranWe read NAV. We don't strike it.
Portfolio analyticsChronograph, 73 StringsWe overlap here. We go deeper on governance.
A generalist no-code platformNotion, Airtable, CodaWe are domain-specific. They are infrastructure.

We are the audit-grade governance layer that turns the assembly of every other tool into a single live, attributable, regulator- ready system. We coexist by design.

Verifiable by design

The principles in practice.

Row-level data scoping

Every database row is scoped by tenant and role. The application asks for 'all deals'; the database silently filters before returning. An LP physically cannot query another LP's data — enforced at the data layer, not the application layer.

Audit trail by default

Every meaningful action, every field-level change, every approval vote, every AI output is recorded with attribution, timestamp, and rationale. The audit trail is append-only at the database level.

AI under human approval

Every AI-drafted memo, narrative, and LP publication is reviewed by a named GP team member before it reaches an LP. No autonomous LP communication. Every AI output carries its source citations.

Methodology under independent review

The Carnegie Credit Assessment Methodology was authored by the CRO at Point Break Partners. The TypeScript implementation is regression-tested against the methodology document's worked examples. Findings are surfaced for review, not silenced.

Built with Point Break Partners·Anchored in the 6 P's·3 / 6 / 9 governance·ILPA v2.0 reporting·Read the security note

The institutional system for private markets.

Built. Live. Open to scrutiny.