Spot winning opportunities with smarter investment screening.

Streamline your investment screening process to compare options instantly, link assumptions automatically and allocate resources with confidence while eliminating version chaos and spreadsheet rework.

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Evaluate investment opportunities 10x faster with automated investment screening steps

Compare risk-return profiles across your full pipeline using consistent investment screening methods

Rank projects using consistent investment screening methods

Present investment analysis that guides portfolio allocation decisions

Compare opportunities consistently

Standardise your investment screening process across all opportunities. Apply the same evaluation criteria, risk metrics and return calculations to each project, ensuring fair comparisons and confident ranking decisions.

Adapt screening criteria as priorities change

Update risk tolerances, return requirements or strategic priorities and see how they affect your entire investment opportunity screening pipeline. Re-rank opportunities instantly without rebuilding spreadsheets.

Assess portfolio impact before you commit

Model how new investments affect diversification, sector exposure and portfolio balance. Make decisions based on investment evaluation that strengthen long-term performance, not just individual wins.

Present recommendations that get approved

Export professional investment project evaluation reports that show your methodology, comparative scoring and portfolio impact. Back resource allocation decisions with transparent investment screening that satisfies investment committees.

Screen investments that strengthen portfolios. Take control now.

Upload opportunities and set scoring automatically.

Import data into your investment screening model and we’ll apply your evaluation framework automatically. Each opportunity is ranked against returns, risk, and strategic fit - all without manual setup.

Model portfolio allocation scenarios

Adjust allocations and weightings to test diversification strategies. See financial investment screening results update instantly across your entire pipeline.

Track opportunities through screening stages

Monitor opportunities as they move from initial evaluation through due diligence to final approval. All stakeholders see live status updates and screening milestones without manual coordination.

Generate investment committee reports

Create detailed investment evaluation reports that rank opportunities, explain scoring methodology and recommend portfolio allocation strategies. Skip manual formatting and focus on strategic decisions.

Build investment screening that drives portfolio growth. Start now.

Why ModelReef?

Compare opportunities fairly

Apply consistent strategic investment screening criteria across every deal. Rank projects based on objective metrics that reflect your specific strategic priorities and risk tolerance preferences.

Optimise portfolio allocation.

Model how individual investments impact your overall portfolio balance, diversification and risk profile. By running consistent project investment appraisals, you can see portfolio effects clearly and make investment decisions that strengthen your long-term strategy.

Adapt to changing priorities

Re-run your investment risk screening instantly as markets shift or strategies evolve. Update screening methods in line with new strategic priorities and re-evaluate your entire pipeline without rebuilding complex models or scoring systems.

Hear from other analysts, see what they say…

Strategic investment screening has become our competitive advantage. We can evaluate market opportunities faster than competitors, adjust our criteria as market conditions change, and present investment committees with clear rankings backed by transparent methodology. Our deal flow management is now seamless.

Ethan Wells VP of Corporate Development, Apex Energy

Before ModelReef, our investment analysis was inconsistent across deal teams. Now everyone uses the same screening framework, scoring methodology and risk assessment criteria. We've improved our hit rate on successful investments because we're comparing opportunities more objectively and systematically.

Amelia Ross Senior Analyst, SilverOak Partners

Managing our investment evaluation across different sectors was chaotic until ModelReef. We can now apply standardised screening criteria, track opportunities through our approval process, and present rankings that everyone trusts. Our portfolio allocation decisions are much more strategic and data-driven.

Liam Carter Head of Strategy, Arcadia Ventures

Our investment screening process used to take weeks of spreadsheet work to compare opportunities fairly. Now we can evaluate 20+ projects simultaneously using consistent criteria and see exactly how each one affects our portfolio balance. Investment committee meetings focus on strategy instead of questioning our methodology.