Skip to content

Module catalogue

Every module improves one decision.

The system supplies the evidence. Your people keep the judgment. Each module is an agentic workflow that connects one domain of your data to one decision your team has to make.

Eight modules in two sets: six for investment oversight, two for hospitality operations.

The module card

One card says what you are getting.

Every module is described on a single card, and the card is agreed before any work starts. It is the scope, and the measure the module is accepted against.

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.
The decision
Written as the question your team already asks. A module is named by the decision it improves.
Owner and cadence
The person who decides, and how often the decision comes up.
The system supplies
The evidence the workflow prepares each time: what it reads, calculates and flags.
Judgment stays human
What the system leaves alone. The call, and the reasoning behind it, stay with your people.
Maturity
Concept, Live or Proven, stated on every card.

The catalogue

Two sets, one method.

The method is the same everywhere: a governed knowledge base, a card for each module, and measures agreed up front. 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

RiskConcept

Exposure review

Rebalance or hold when exposure drifts from the mandate?

Decision owner
Head of risk
Cadence
Monthly

The system supplies

  • Look-through exposure across entities.
  • Drift measured against mandate limits.

Judgment stays human

  • Whether the drift is intended.
  • The rebalancing instruction.

Feeds Committee pack

Private marketsConcept

Commitment pacing

How much to commit this year, and to which vintages?

Decision owner
Head of private markets
Cadence
Quarterly

The system supplies

  • Cash-flow forecast across all funds.
  • Pacing scenarios against the liquidity budget.

Judgment stays human

  • Risk appetite and target allocation.
  • The commitment plan.

Feeds Liquidity planning

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.

Delivery

From card to running module.

  1. Agree the card

    The scope, on one page.

    We work through the card with the person who owns the decision: the decision itself, how often it is made, the data it needs and how success will be measured.

  2. Connect the data

    One domain at a time.

    The data hub takes in the domain the module needs, from the systems you already use. Your knowledge base records the rules and limits the module works within, and every change to it is approved by a named person.

  3. Run and measure

    Live, then judged.

    The module goes live with its owner. The measures on its card are tracked. Reformance runs, maintains and extends the module under one managed subscription.

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.

Schedule a conversationhello@reformance.ai