Concentration risks

See where capital is too concentrated and where downside is clustering faster than the board story improves.

This view keeps concentration, downside clustering, and diversification together so the committee can rank allocation risk instead of reacting to the loudest lane.

Overview Allocation lane Concentration risks Downside clusters Verification Docs

Owner	Audience	Concentration	Downside cluster	Diversification	Signals
AI operating partner	Board strategy committee	42	29	74	IBM, Azure, OpenAI, MCP
Security operating lead	Risk committee	78	68	46	CyberArk, Okta, Entra, Intune
Revenue systems partner	Operating committee	51	43	72	Klaviyo, VWO, Power BI, Tableau
FinTech diligence lead	Investor diligence committee	63	72	49	Payments, Treasury, KYC, Merchant risk
Quality systems sponsor	Regulated growth committee	47	31	77	GxP, CAPA, Specimen, Safety
Procurement intelligence lead	Go-to-market committee	74	64	52	Procurement, Trust center, Questionnaires, RFP