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Living Portfolio:

Understand Assets

What if the information in your portfolio could come alive?

ReGen Impact connects investments, funds, grants, projects and strategic engagements in a Living Portfolio that you can understand, analyse and interact with.

Don’t just see what is in your portfolio. Understand what is happening within it.

ReGen Impact brings the information across your engagements together in one continuously updated portfolio view.

You can see the entire portfolio at a glance, analyse individual assets, create reports and insights, and interact directly with the available data. AI helps identify relevant developments, changes and needs more quickly.

At the same time, you stay connected with the people behind your investments and projects. Static reporting becomes an ongoing exchange between the Family Office and its portfolio.

How does a portfolio become a Living Portfolio?

The video shows how ReGen Impact connects different engagements and turns fragmented information into one shared, up-to-date view of the entire portfolio.

You will see how a Family Office can move from the overall portfolio view into individual assets, analyse information, ask questions of the available data, generate reports and interact directly with the people responsible.

This makes the portfolio not only visible, but genuinely usable.

ReGen Impact Brain

Want to know more?

Ask the ReGen Impact Brain anything about the Living Portfolio, its capabilities, the planned implementation or the Design Partnership.

The answers are based on the information and documents approved for ReGen Impact.

For example:

How can I analyse individual investments with ReGen Impact?
What types of reports and analyses can be created?
How does AI support my Family Office?
How do I communicate with my portfolio organisations?
How is sensitive information protected?
How can my Family Office become one of the First Six?

Frequently Asked Questions

What exactly is a Living Portfolio?
A Living Portfolio is a continuously updated view of the different engagements of a Family Office. It connects investments, funds, ventures, grants, projects and strategic initiatives with their current information, developments, documents, milestones and needs. You can move from the overall portfolio view into individual engagements and work directly with the information available there. This means the portfolio shows not only what exists, but also what is happening right now.
What can I learn about an individual investment or project?
Each engagement can be represented in its own Living Space. This is where current developments, documents, reports, goals, milestones, needs and other relevant information can come together. You can do more than simply view this information. You can analyse it, summarise it and ask specific questions about it. A question such as "How is this investment developing?" can therefore lead directly to an analysis of the available information instead of requiring a manual search through different reports and email threads.
What role does AI play in the Living Portfolio?
AI helps make the available information easier to understand and use. It can, for example, summarise developments, identify changes between reporting periods, connect information from multiple sources, answer questions about individual engagements or create analyses across different parts of the portfolio. AI only works with information the respective user is authorised to access. The Family Office remains responsible for deciding what action, if any, follows from an analysis or insight.
Can ReGen Impact create reports and analyses?
Yes. The information available within the Living Portfolio can be analysed and prepared for different questions and purposes. This can involve an individual investment or a view across multiple engagements. For example, current developments, open needs, important changes or recurring themes can be identified and prepared for meetings, internal briefings or further decision-making. ReGen Impact does not automatically replace existing financial, accounting or regulatory reporting systems. It adds an intelligent layer across the information already available.
How do I stay connected with the people behind my investments?
A Living Portfolio connects not only information, but also the organisations and people behind that information. Portfolio leaders can update developments directly in their Living Spaces. The Family Office can respond, ask follow-up questions and communicate with the people responsible. This creates an ongoing exchange instead of communication taking place only at fixed reporting dates or across fragmented email threads.
Who can see the information in my Living Portfolio?
Not every piece of information is automatically visible to everyone. The Family Office and participating organisations determine which information remains private, which is shared within defined groups, and which can be selectively opened to specific people or connections. AI-based analyses also respect these access rights. Connections with other Family Offices or the ReGen Ecosystem only take place where they are explicitly wanted and permitted.

Continue to Community

What if not only the information, but also the relationships in your portfolio could come alive?

Behind every investment and every project are people with knowledge, capabilities, relationships and needs.

ReGen Impact makes these connections usable in the next step.