The Qonform platform
Built for the work behind an investment decision.
Qonform keeps scope, answers, evidence, review, and report snapshots in one connected record, so a technical conclusion can be traced back to the assessment — and your team keeps the judgment.
A reviewer-led workflow
Five stages, one traceable record.
Every stage adds context to the same assessment, reducing the distance between an answer, its evidence, the review decision, and the reported finding.
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01
Scope
Shape the diligence assessment
Start from available template content or define custom groupings, questions, guidance, weightings, and evidence requirements. The assessment keeps a snapshot of the selected template.
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02
Invite
Give the right people assessment access
Invite members into the specific assessment and assign roles for contribution or review. Access is managed for each assessment rather than carried automatically between engagements.
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03
Collect
Collect answers and supporting evidence
Contributors answer structured questions, attach supporting files, discuss context, and mark work ready for review. Assignments make ownership visible across the questionnaire.
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04
Review
Review responses and record concerns
Reviewers inspect the answers and available evidence, use comments to resolve questions, accept or decline responses, and record flagged risks for follow-up.
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05
Report
Generate a point-in-time report
AI-assisted generation organizes assessment responses and review context into an executive summary, risk and maturity views, remediation priorities, and a supporting appendix. Each generation is a snapshot.
Structured scope
Make the diligence criteria explicit.
Shape the assessment around the technology questions that matter to the investment thesis. Active assessments retain a snapshot of their selected template, so later template changes do not rewrite the engagement.
- 01
Templates and custom structure
Use available template content or define custom groupings, questions, guidance, and weightings.
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Evidence expectations
Specify where evidence is required and keep uploaded supporting files attached to the relevant question.
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Clear ownership
Assign questions and make responsibility visible while contributors work through the assessment.
Controlled collaboration
Bring contributors and reviewers into the same record.
Assessment-specific roles, question assignments, comments, evidence files, and audit history keep contribution and review in one organized record.
Assessment members
Invited people receive a role in the specific assessment where they contribute or review.
Organization oversight
Organization administrators retain broad oversight, while invited members work within the assessments where they have access.
Reviewer-led findings
Keep judgment with the people doing the review.
Reviewers inspect responses and available evidence, resolve context through comments, accept or decline answers, and flag risks that need attention.
- Ready
Ready for review
Contributors mark completed work for review.
- Inspect
Inspect the record
Reviewers examine the response and its attached supporting record.
- Decide
Decide the status
Accept or decline the response and preserve the review status.
- Flag
Flag what needs attention
Record risks and follow-up context for the report.
Decision material
Generate a report snapshot when the record is ready.
Each generation creates a point-in-time report. AI-assisted generation can use answers, review context, risk flags, and evidence availability, but it does not inspect the contents of uploaded evidence files. Reviewers remain responsible for checking the narrative and conclusions.
- Uses recorded assessment context
- Does not read uploaded file contents
- Stays fixed until the next snapshot
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AI-assisted narrative
Organizes assessment responses and recorded review context for expert review.
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Risk and maturity views
Generated scoring views help communicate the assessment result by topic.
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Supporting appendix
Preserves the questions, answers, and references to supporting evidence in the snapshot.
Workflow questions
What teams usually want to clarify.
- How is access managed for a diligence assessment?
- Each assessment has its own membership and roles. Invited members receive access to that assessment, while organization administrators retain their broader oversight.
- How does Qonform use uploaded evidence?
- Evidence files stay attached to the relevant questions for authorized reviewers. AI-assisted report generation receives evidence availability and counts, not the contents of uploaded files.
- Do reports update continuously?
- No. Each generated report is a point-in-time snapshot. Generate another snapshot when the assessment record is ready for a new review.
Platform and expert support
Run the assessment with your team, with help when you need it.
Qonform provides the shared workflow. Optional consulting support can add capacity or technical diligence context without replacing your team's judgment.
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