Test the evidence
Examine selected files and supporting records against the agreed review scope.
Greater confidence in portfolio performance.
Independent portfolio assurance, audit and data intelligence
Insyte IQ provides independent oversight and assurance across high-volume legal claims portfolios. Working with litigation funders, law firms, claims management companies and institutional investors, we combine portfolio auditing, file-level verification, operational due diligence and data intelligence to assess performance, identify risks and support informed decisions.
Portfolio oversightDue diligence & assuranceTechnology & intelligenceSettlement oversight
An independent perspective
A clearer view of the portfolio.
A stronger basis for decisions.
Portfolio reporting tells part of the story. Understanding the evidence behind it, and the operations delivering it, requires closer examination.
We connect portfolio management information with file sampling and operational review, helping funders identify inconsistencies, understand exceptions and focus attention where it is needed.
Understand delivery
Review the processes, controls and operational capacity behind reported progress.
Make findings actionable
Present exceptions, evidence gaps and follow up priorities in a clear reporting framework.
Our services
Oversight across the
portfolio lifecycle.
Engage Insyte IQ for a defined review or an ongoing oversight mandate, with scope and reporting tailored to your portfolio.
01 / OVERSIGHT
Portfolio Oversight
Ongoing portfolio MI, file sampling and exception reporting. Connect reported performance with the underlying evidence and track matters requiring follow up.
Explore portfolio oversight02 / ASSURANCE
Due Diligence & Assurance
Portfolio acquisition assurance, operational due diligence and site audits. Examine data quality, file evidence and delivery arrangements before a transaction or at a point of change.
Explore due diligence & assurance03 / INTELLIGENCE
Technology & Intelligence
AI and automation support the management of claims at volume, alongside dashboards and reporting that bring portfolio information into focus. Monitor progress, identify exceptions and direct attention to matters requiring review.
Explore technology & intelligence04 / SETTLEMENT
Settlement Oversight
Independent review of settlement reporting, supporting records and reconciliation. Maintain visibility over progress and unresolved exceptions as portfolios move towards realisation.
Explore settlement oversightTogether, these services provide end to end oversight, giving funders and their investors greater visibility and confidence across the portfolio lifecycle, from acquisition through to settlement.
Technology & intelligence
From portfolio information to matters that need attention.
Useful reporting makes the underlying position easier to examine. Our portfolio MI and dashboard reporting help teams understand what has changed, where information is incomplete and which issues require investigation.
Reporting can combine portfolio status, data quality exceptions, review findings and action tracking within an agreed scope and reporting cycle.
Discuss your reporting requirements
Our approach
Defined scope.
Examined evidence. Clear findings.
01
Scope
Agree the portfolio scope and align audit questions with the underlying supporting documentation, including funding agreements.
02
Review
Examine portfolio data, sample files and operational evidence using the agreed methodology.
03
Report
Set out findings, limitations and exceptions with their supporting evidence.
04
Follow through
Track agreed actions and escalate unresolved matters through the agreed reporting process.
Insyte IQ
Focused on the evidence behind funded legal portfolios.
Insyte IQ is an audit, assurance and technology business serving litigation funders and institutional capital. We bring data analysis and operational review together to support independent portfolio oversight.
Our work is shaped around the questions an investment, portfolio or risk team needs to answer, and the evidence available to answer them.
About Insyte IQStart a conversation
What do you need to understand about your portfolio?
Whether you are assessing an acquisition, reviewing operational delivery or strengthening ongoing oversight, speak to us about the scope of support you need.
Please keep your initial enquiry high level. We can agree an appropriate route for sharing portfolio information.