Endowment management

Endowment management workflows that prove governance, not just policy

Q: What is endowment management software?

It's a system that enforces governance processes, tracks approvals, and proves compliance across your fund and investment operations.

Q: How does Process Street help with endowment governance?

We automate decision workflows, document approvals, and provide audit-ready oversight powered by Cora.

Q: Can we manage fund allocations and reviews in workflows?

Yes. Create structured workflows for allocation reviews, investment decisions, and board approvals.

Q: Can access be restricted by role or fund?

Absolutely. Set granular permissions to control who can access, edit, or approve specific documents or workflows.

Q: Can we use this for donor restrictions or committee signoffs?

Yes. Track donor-specific workflows and capture signoffs from investment committees or governance boards.

Q: How long does setup take?

Most teams launch in under a week with no-code tools, templates, and dedicated onboarding support.

Track every approval, automate due diligence, and enforce policy execution with Cora, your AI compliance partner.

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Endowment management workflows that prove governance, not just policy

Trusted by more than 3000 companies

What's your biggest endowment management challenge?

Centralize investment policies and enforce multi-step approvals with built-in workflows and audit trails.

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Endowment governance requires more than policy documents, it demands provable execution.

From investment committees to finance teams, every decision must be traceable, auditable, and aligned to your governance framework. Process Street streamlines endowment management with workflows that enforce every step, track every action, and surface every risk, powered by Cora.

Govern every policy, allocation, and distribution

Centralize your governance documents and track approvals, reviews, and signoffs with full version control.

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Govern every policy, allocation, and distribution

Automate investment policy execution

Route reviews, assign roles, and track execution steps with workflows that align to your governance requirements.

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Prevent errors and oversight gaps

Ensure policies are followed, not just filed, with automated alerts, structured tasks, and Cora's oversight.

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Be audit-ready by default

Create audit logs with every document change, allocation decision, and stakeholder acknowledgment.

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Meet Cora:
Your AI compliance partner

Cora is your oversight layer for endowment governance. Integrated into Process Street, Cora monitors workflows, flags compliance gaps, and prepares audit-ready records.

Automates due diligence reviews Ensure every investment step is followed and documented
Monitors allocation workflows Tracks ownership, execution, and delays
Surfaces policy violations Detects missed signoffs, overdue reviews, or incorrect processes
Generates proof on demand Export decisions, reviews, and acknowledgments instantly

With Cora, endowment compliance is enforced
not assumed.

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Streamline board and committee approvals

Assign roles, track signoffs, and automate meeting follow-ups with full traceability.

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Streamline board and committee approvals

Control document access by role or fund

Set permissions by user, department, or fund to protect sensitive information and enforce access control.

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Track acknowledgments and decision histories

Capture and store acknowledgments for key policies, investment decisions, and procedural updates.

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Track acknowledgments and decision histories

Monitor governance KPIs in real time

Track outstanding approvals, missed reviews, and compliance status across every fund and team.

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Universities, foundations, and asset managers use Process Street to bring structure and accountability to endowment operations:

Investment policy governance

Route policies through structured approvals, enforce version control, and track acknowledgment.

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Fund allocation and distribution

Automate fund allocation reviews, approval steps, and audit tracking.

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Board and committee oversight

Capture signoffs, assign follow-ups, and track decisions across governance bodies.

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Audit trail and regulatory compliance

Store and export time-stamped records of every action, decision, and policy change.

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Donor restrictions and compliance

Ensure restricted funds are governed with structured reviews, documentation, and reporting.

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Ongoing risk monitoring and alerts

Let Cora flag policy drift, missing documentation, and upcoming compliance tasks.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is endowment management software?

How does Process Street help with endowment governance?

Can we manage fund allocations and reviews in workflows?

Can access be restricted by role or fund?

Can we use this for donor restrictions or committee signoffs?

How long does setup take?

Trusted by 3000+ companies

From education foundations to institutional investors, Process Street
powers governance that scales, with control and proof at every step.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

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HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

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AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

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CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results