A series of interviews used by Family Wealth Advisers to assess the business, family, and legacy objectives of wealthy individuals.

Create a profile that documents an investor's risk tolerance and financial objectives.

Fill in this financial profile to assess and use it to evaluate investments.

This is an online version of the paper "Gold Sheet" used in Keiretsu Forum screening meetings. The App allows Investors to record and share their impressions of Company pitches.

Streamline your Keiretsu Forum Due Diligence process with Viewpoint's custom decision template. We've automated one of the most rigorous venture capital due diligence processes, cutting the effort needed by the due diligence team and accelerating timelines to help company management reach their funding goals.

Software-as-a-Service KPIs show how a business ranks against its peers. 

Smart Index is a composite scoring system that de-risks complex decisions and enables actions supported by artificial intelligence. It has infinite applications, they range from evaluating investments, to startups, products, services, and more. Best of all, it allows teams and groups to collaborate, and integrate their inputs into one unified metric. This reduces the risk of myopic thinking, and over-bearing individual biases.  

Find the synergies between your business concepts and Viewpoint's Decision Frameworks and Apps. 

Proof-of-Concept Investment evaluation framework for VectorPoint Ventures. This integrates conventional Due Diligence questions with a triple-bottom-line evaluation template.

Use a Viewpoint 360 Due Diligence Framework to review Viewpoint AI's business plan.