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Platform and module catalogue

Name the decision.
We deliver the system behind it.

Reformance is a platform for the decisions your business runs on. Activate the foundation: your workspace, your data hub, your institutional knowledge. Then add modules. Each one is an agentic workflow that connects a domain of your data to a decision your team has to make.

Module sets today: investment oversight, hospitality operations.

Reformance
Committee pack
Concept
What reaches the committee this quarter?
Draft pack for the next investment committee meeting
  • Two mandate exceptions at one manager
    Source: manager letters, mandate clause 4.1
    For decision
  • Liquidity buffer below policy in November
    Source: cash forecast, treasury policy
    For decision
  • Private markets pacing ahead of plan
    Source: commitment schedule, call notices
    For noting
  • Quarterly performance against benchmark
    Source: custodian statements, benchmark data
    For noting
Every figure in the pack links to its source.
Approve agendaEdit pack
Committee pack module, investment oversight. Illustrative data.

Our thesis

The knowledge your decisions rest on is mostly unwritten.

Why a mandate carries the limit it does. Why a price holds through a slow week. Which exception is routine and which is a warning. What was decided last time, and on what reasoning. Your senior people know. Very little of it is written down.

This is where AI projects fail. The people who build a system and the people whose work it changes each hold what the other needs. A model built on the data alone can be technically sound and still miss the one constraint everyone in the room takes for granted.

So it gets written down first. Before a module is built, the knowledge it depends on goes into one governed base that your experts author and approve, and that people and AI agents both read.

The knowledge base

Your business has a brain.

Today it lives in your people's heads, your meeting notes and your inboxes. Reformance gives it one governed home, and every module is built from it.

Loop
Vision → intent → capability
View loop graph
Vision
6
strategic anchors
Intent
28
planned work
Capability
19
shipped in production
In flight19 intents in flight to capability
Knowledge health
Last maintenance: 9m ago — completed
93EXCELLENT
  • Completeness100
  • Integrity99
  • Freshness72
  • Connectivity99
The knowledge base dashboard in Reformance's own workspace.

What goes in

Objectives, policies and limits. Decisions and the reasoning behind them. How the work really runs, and its exceptions. What your team learns each time a decision is reviewed.

Who writes it

Each role adds what only it knows. Leadership writes intent and the measures that matter. The people who do the work describe how it really runs. Every change, including one proposed by AI, is approved by a named person.

Who reads it

Your people and the AI agents working for them read the same source. An agent starts each task with your business's context, in the AI assistant your team already uses.

What comes out

The scope of the next module, and a record of whether the last one worked.

The catalogue

We give it a body.

Modules are how what your business knows gets acted on. Each one is named by the decision it improves, and every card states what the system supplies and what stays with your people. The method is the same everywhere; the modules are grouped by the kind of business they serve.

Investment oversight

For capital owners who delegate management to others and have to oversee it.

OperationsConcept

Fee verification

Accept or dispute a manager's fee and carry statement?

Decision owner
Head of investment operations
Cadence
Every statement

The system supplies

  • Recalculates fees from the contract terms.
  • Shows the difference line by line.

Judgment stays human

  • Whether the gap is worth raising.
  • The conversation with the manager.

Feeds Manager monitoring

External managersConcept

Manager monitoring

Retain, watch-list or redeem an external manager?

Decision owner
Head of external managers
Cadence
Monthly, and on event

The system supplies

  • Reads every manager report and letter.
  • Flags mandate exceptions with evidence.

Judgment stays human

  • Whether an exception is noise or a pattern.
  • The retain or redeem call.

Feeds Committee pack

TreasuryConcept

Liquidity planning

Fund upcoming capital calls from cash, distributions or redemptions?

Decision owner
Treasurer
Cadence
Weekly

The system supplies

  • Forward calendar of calls and distributions.
  • Funding options with their cost.

Judgment stays human

  • How much buffer to hold.
  • Which source to draw on.

Feeds Committee pack

GovernanceConcept

Committee pack

What reaches the investment committee, and with what evidence?

Decision owner
CIO office
Cadence
Every committee meeting

The system supplies

  • Drafts the pack from live portfolio data.
  • Traces every figure to its source.

Judgment stays human

  • The agenda and what is escalated.
  • The recommendation.

Fed by Manager monitoring

See the investment oversight set

Hospitality operations

For operators of short-term rental portfolios.

RevenueLive

Revenue management

Hold each unit's price and stay rules, or change them?

Decision owner
Revenue manager
Cadence
Daily

The system supplies

  • Reads pickup, occupancy and market rates per unit.
  • Recommends price and stay-rule changes with reasons.

Judgment stays human

  • Which recommendations to accept.
  • How far to trade rate for occupancy.
FinanceLive

Expense tracking

Approve each expense, and charge it to the owner or the business?

Decision owner
Head of operations
Cadence
Every expense

The system supplies

  • Records every expense against its unit and booking.
  • Flags amounts outside the usual range.

Judgment stays human

  • Whether the expense is justified.
  • Who bears the cost.
See the hospitality operations set

Not listed?

A decision that is not listed can be commissioned as a new module, and it joins the catalogue.

Schedule a conversation
  • ConceptDesigned and open to a first customer.
  • LiveIn production in one business.
  • ProvenIn production in more than one.

How it works

Activate the platform. Add modules.

The foundation is the same for every customer and is set up for you. The modules carry your business's own logic.

  1. Activate

    Your platform, in place.

    We set up your workspace with users and role-based access, connect the data hub to your first sources, and start your knowledge base with what your first decisions rest on: objectives, policies, limits and the reasoning behind them. It is the same foundation for every customer, configured for you and included with the platform.

  2. Deliver

    One module, one decision.

    Every module is agreed on a single card before work starts: the decision, who owns it, how often it is made, what the system supplies, what judgment stays human, the data it needs and how success will be measured. The card is the scope, and the measure the module is accepted against.

  3. Evolve

    Measure, then scale or stop.

    Every module starts as a hypothesis: this decision can be made sooner, or on better evidence. Once the module is live, the measures on its card are tracked. What works is extended to the next decision. What does not is changed or switched off, and the reason goes back into the knowledge base. Reformance runs, maintains and extends the system under one managed subscription.

The platform

The foundation is included.

You commission modules. What they run on comes with the platform, and your existing systems stay in place.

Workspace

A web application for your team on your own domain, with users, roles, permissions per module and per action, and a full audit trail.

Data hub

Connects to the systems you already use, such as accounting, portfolio and booking platforms, reports and document stores, and keeps the provenance of every record. It grows one data domain at a time, each paired with the module that uses it.

Governance and sovereignty

Your data, your models, your rules.

Software that prepares decisions has to pass the same scrutiny as the people who make them.

  • Access

    People and AI agents work under the same role-based permissions. Every access and every action is logged.

  • Approval

    Consequential changes wait for a person. Each module states what the system supplies and what judgment stays with your team.

  • Deployment

    Run on our cloud, in your private cloud or on your own servers, including air-gapped. Choose your AI model provider or host models privately, so that no data leaves your perimeter. Moving between options needs no re-architecture.

About

Built on fifteen years of financial platforms.

Reformance comes out of fifteen years of building financial technology: capital markets solutions at Deutsche Bank, FX trading platforms at FxPro, N26's US launch and a Y Combinator-backed financial super-app. The building blocks behind the platform run in production today. Every module in the catalogue is built on them.

Learn more about us

Which decision would you improve first?

Schedule a 30-minute conversation. Bring one decision your team makes on incomplete or late information. We will walk through what the module for it would need: the data, the knowledge, and what stays with your people.