Customer story

Regional public investment fund: one governance platform for public and private board members

How the fund moved its board documentation from SharePoint to Dafira for its governance bodies and subsidiaries.

Sector: Regional public investment fund

Regional public investment fund

Dafira has simplified our document management tremendously, making our meeting preparations more efficient and allowing our board to focus on decision-making rather than document handling.

CEO

01 · Context

Financing businesses in its region

The fund provides financing to businesses in its region. It supports start-ups, scale-ups and SMEs through a range of financial instruments.

Its approach includes venture capital through equity participation, subordinated debt and convertible loans, alongside a fund-of-funds policy.

Our hybrid shareholding composed of private and public partners allows us to invest efficiently. We have several governance bodies and subsidiaries generating a multitude of documents to prepare for our meetings including analytical reports on the companies we invest in.

02 · Challenge

What needed to change

Document volume

Several governance bodies and subsidiaries producing extensive documentation that must stay organised and accessible.

Collaboration across organisations

Board members from the public and private sectors on different email systems, which made sharing and access management difficult.

Compliance requirements

European governance standards to meet without slowing down operations.

03 · Solution

How they use Dafira

One platform

All governance documents stored in one place, with secure access for each board member.

Collaboration tools

Communication, document annotation and decision-making in the same platform.

Audit trail

A complete record of documents and decisions, in support of European governance requirements.

04 · Outcome

From SharePoint to Dafira

The move from SharePoint to Dafira changed how the fund manages board documentation and collaboration, which matters for a board that spans the public and private sectors.

With Dafira, the fund has gained transparency and efficiency in its board operations, in support of its mission to drive economic growth in its region.

We recommend Dafira because it's a simple and effective tool that facilitates the work of administrators and their collaboration. It helps with transparency, the exchange of accurate information and when you have the right information, you can make the right decision and above all, have the right debates.

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