The AI-Native Platform forUK Investment Trust Boards
Where Directors and CoSecs think, decide, and govern. Streamlined board packs, real-time trust KPIs, and intelligent insights—built specifically for investment trust governance.
AI That Understands Investment Trust Governance
From board pack summaries to discount analysis—AI that speaks the language of UK investment trusts and understands fiduciary oversight.
Get Started in Minutes
- 1Upload your board pack (PDF, Word, PowerPoint)
- 2AI analyses with investment trust context
- 3Get summaries, KPIs, and governance insights
AI Summarization
Automatically extract key insights, decisions, and action items from your board documents.
Risk Analysis
Identify potential risks and compliance issues mentioned across all documents.
Interactive Dashboard
Visual dashboards with charts, metrics, and actionable insights for better decision-making.
Built for Investment Trust Governance
Purpose-built for Directors and CoSecs who manage UK investment trusts—with the workflows, KPIs, and compliance tools you need.
FCA-Aligned Security
UK data residency, per-tenant isolation, and comprehensive audit trails for regulatory confidence.
AI for Investment Trust Oversight
Summarise board packs, surface discount trends, and analyse manager performance with AI built for fiduciary duties.
Intelligent Board Packs
Automated assembly, AI summaries, and instant visibility into what's changed since the last meeting.
Director & CoSec Workflows
Purpose-built for multi-board NEDs and governance teams managing multiple investment trusts.
AIC Code & Listing Rules
Evidence governance coverage for regulatory compliance—years after the fact if needed.
Trust KPI Dashboard
NAV, discount, gearing, buybacks, and peer comparison at a glance—the metrics directors need.
Security Investment Trust Boards Demand
Built for the confidentiality and regulatory requirements of listed investment trusts. FCA-aligned architecture with UK data residency.
- UK/EU data residency for all client data
- Per-tenant data isolation—no cross-tenant access
- AI outputs always traceable to source documents
- Built for ISO27001 and SOC 2 compliance
- FCA-aligned security architecture
- Comprehensive audit trails for regulatory evidence
FCA-Aligned Security
Purpose-built security for listed investment trusts handling sensitive board materials.
Ready to Transform Your Investment Trust Governance?
Join the Directors and CoSecs using BoardGuru to prepare smarter, govern better, and evidence compliance with confidence.