portfolio monitoring

Aki Advisory is a group of experts helping financial institutions and project sponsors meet international environmental and social standards such as the IFC Performance Standards, MDB Safeguard Frameworks, and Equator Principles. Founded by Matt Sugihara in 2025, it offers advisory across all project stages from concept design through closure or exit, with offices in Washington, DC and San Pedro Hula, Honduras.

climate risk assessmentE&S due diligenceESG capacity buildingESMS/ESMP developmenttrainingtransaction advisory

ISS Market Intelligence (ISS MI) provides data, research, and market engagement strategies for the global financial services industry, including asset management, wealth management, retirement, and insurance/annuity segments. Its platforms combine proprietary data, analytics, insights, research, and media brands to help clients assess target markets, identify growth opportunities, and execute go-to-market initiatives.

API and feed integrationsbest executiondata and analyticsdata cleansing and enrichmentgo-to-market strategymarket intelligencemedia and lead generationresearchsecurities class action claims filingsurveillancetransaction cost analysis

Bravo 4 Financial is an independent financial advisory firm in Rensselaer, Indiana, founded by Kenny VanHouten, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®. The firm does two things: manages investment portfolios and builds financial plans. Every holding is re-checked every market day, and clients receive a weekly Monday brief. It serves veterans, first responders, and business owners, and offers a 30-day Test Drive of its service.

financial planninginvestment management

Evident Systems builds Sherpa OS, an operating system for M&A from thesis to exit. It lets users source targets, run diligence, manage the data room, execute integration, track value creation, compare ERP actuals and monitor every investment through exit. The company comes from the operating side of the deal, built by people who have run integrations.

AI due diligenceboard reportingERP actuals comparisonexit readinessintegration managementM&A project managementR&W and earn-out monitoringvalue creation trackingVirtual Data Room