From dead PDF reports to living company assessments

Network organisations, clusters, science parks, incubators and trade associations create value through methodology, advisory panels and peer groups. Until now, the tools have been scattered across surveys, Word, PDF and Excel. Yoin Networks brings the method, the portfolio companies and the entire advisor network into one platform – where the work also becomes business between members.

See the six hub scenarios

Every assessment starts from scratch

The company assessment is sent as a PDF and the insights stay in a folder.

Advisors receive scattered emails with attachments before the panel.

Knowledge of which advisors know what sits in the process leads’ heads.

Method, advice, memory and AI

The Method Catalogue – your own method

The Method Catalogue and living assessment turn your own digital questionnaires and assessment templates into concrete focus goals and matching needs, rather than static PDF reports.

Safe rooms around every company

Role-based control of who sees what: facilitator, advisory panel, portfolio company.

The connected company journey

The company journey connects baseline assessments, advisory panels, growth programmes and peer groups over time – with decisions, documents and warm introductions on one continuous timeline.

AI support & the Competence Graph

The Competence Graph is a searchable map of advisors, alumni, members and contact paths. AI support summarises open answers, suggests focus areas and matches needs to the right advisor in the graph.

Separate discussion threads

Keep internal team discussions separate from shared partner discussions on the same deal, with a consolidated overview in the message inbox.

Materials & documents in context

Upload files or link documents from Microsoft 365 (OneDrive/SharePoint) and external links directly to the deal, Workspace or meeting room. Keep supporting material together in the right context.

How network organisations use Yoin

Living company assessments & 360° evaluations

From survey and in-depth interview to maturity profile, identified gaps and an action plan that lives on.

Example in practice

The CEO, sales manager and chair of a growth company answer via a link; the assessment shows gaps in commercial structure and board, and three focus goals go straight into the company’s Workspace.

One more example

A regional innovation hub replaces its annual report with a living current-state picture where the CEO and advisors tick off milestones every month.

Senior advisory panels & growth panels

4–6 hand-picked advisors around one company in a shared room, with material and input before the meeting.

Example in practice

Before an advisory panel, five advisors read the company’s assessment in five minutes and share their observations in advance – meeting time goes to problem solving, not walkthroughs.

One more example

An investment firm gathers five senior experts around a portfolio company for six weeks – all material, every recommendation and the decision in one place.

Growth programmes & cohorts with full overview

The programme lead sees the whole cohort’s progress in one view and clicks into each company’s room.

Example in practice

Twelve companies in a six-month programme; the programme lead sees who has done their baseline assessment, who has booked a panel and where a company is stuck.

One more example

The lead of a twelve-company cohort sees on Monday morning that three are stuck on hiring and books in an HR advisor.

Moderated peer & network groups

Agenda, hot seat and commitments live between meetings instead of being forgotten.

Example in practice

A CEO group opens every meeting with five minutes of follow-up on promises from the last one – including the introduction to the purchasing manager in Munich.

One more example

A CEO peer group of eight follows up on their hot-seat commitments between meetings – without anything leaking outside the group.

Skills matching & warm introductions

A competence & relationship graph makes advisors, mentors, member companies and contact paths searchable, matching a company’s needs to the right expertise and shortest warm introduction.

Example in practice

A member company needs DACH experience and CSRD help; the process lead finds a senior advisor with twelve years in Germany and a partner company that has helped three other members.

One more example

A member company needs a board member with export experience. The cluster matches the need to three people in the network and makes a warm introduction the same day.

The ecosystem flywheel

Company development and business collaboration feed each other and deliver measurable member value.

Example in practice

The network can show funders: assessments completed, advisor hours and the number of deals created between members during the year.

One more example

A challenge in a company analysis becomes an assignment for a member consultant. The cluster can show its board exactly which deal and value the membership produced.

Show the impact to your board and funders

What can be reported:

Assessments completed
Advisor hours
Brokered introductions
Deals created between members

An example · illustrative

"24 brokered and won collaboration deals this year"

An illustrative example of what a report line can look like – not a measured result.

Company development that becomes business – and vice versa

When both development work and everyday business collaboration live in the same platform, members stay engaged between programme rounds.

Every identified need can immediately become a warm introduction to the right member company.

Part 1 of 5 in the flywheel

Living company analysis & your own method library

CEO, management and board complete your maturity assessment digitally, based on your own question sets. Instead of ending up in a static PDF report, the company’s bottlenecks and focus areas directly steer the next step.

The analysis shows exactly where it hurts – and directly steers the choice of advisors and panel

Without Yoin: Ends up as a dead PDF in a folder after the meeting

Feeds forward →

← Strengthened by

Everyday example: A growth company completes its 360 analysis before the programme starts. It exposes gaps in international pricing and board work – and three concrete focus goals are created directly on the company journey.

We set up your hub together

Dedicated onboarding

Method catalogue set up after your own methodology

Pricing as a partnership arrangement

07FAQ

Frequently asked questions

Terms & Glossary →

Can we use our own assessment method in Yoin?

Yes, your methodology is set up as version-controlled templates in the method catalogue.

How do we invite external advisors without them seeing everything?

With role-based rooms: the facilitator’s internal assessment stays private, the panel sees the material and the company sees the recommendations.

What does it cost for a cluster or an incubator?

It is a partnership arrangement with dedicated onboarding. Book a walkthrough and we will set it up together.

From dead PDF reports to living company assessments and measurable member value

Belong somewhere else?

/crm-for-konsultbolag

CRM for consultancies

The only CRM your small company needs – and it shares deals with partners

4 scenariosRead more

/crm-for-affarsutveckling

CRM for business development

The room where new deals and concepts are born between companies, before they fit the group CRM

4 scenariosRead more