Illustration: a firm’s files, AI tools and staff inside one secured boundary
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Impact Investors / IIN
A registered investment adviser that invests for impact. We set up the firm’s Microsoft security so its staff can use AI safely, then built the firm’s AI working methods on top.
What we set up
- Identity and access in Microsoft Entra.
- SharePoint organised, with clear owners and permissions.
- Sensitive information protected with Microsoft Purview.
- Microsoft Copilot and Cowork configured around the firm’s own knowledge, with an AI-use policy, training and reusable skills.
- On the same foundation: impact reporting, vendor due diligence and compliance management, with people making each decision.
Platforms: Microsoft 365 · Entra · Purview · Copilot · Claude