Who

Caledonia Investments is a FTSE 250 self-managed investment trust focused on long-term growth in capital and income.

 

Verification

Annual reports and notices of general meetings

Insights

When version control can be trusted completely, teams can focus on content rather than worrying about missed changes.

Filters

When you can’t trust your tools

For Caledonia Investments, annual reporting requires absolute precision. But their existing legal redline software was letting them down in a fundamental way.

“Our previous redline software struggled to identify differences between text, tables and graphics, rendering the redline useless.”

Alex Pollard
Assistant Company Secretary, Caledonia Investments

This created a serious trust issue. The team couldn’t be confident they were catching all changes between versions, especially with complex documents containing diverse content types. 

Building a business case around trust

The Caledonia team needed a solution they could genuinely trust. When evaluating Atticus, one capability stood out above all others: reliable version comparison.

“The benefit of being able to trust Atticus’s version comparison ability was used to justify the business case.”

Alex Pollard
Assistant Company Secretary, Caledonia Investments

This wasn’t just about efficiency—it was about eliminating a significant risk factor in their reporting workflow. 

The team needed to know, with absolute certainty, that every change between document versions was being captured and highlighted.

Complete version control you can rely on

Atticus delivered exactly what Caledonia needed: comprehensive version control that actually worked.

  • Trustworthy change tracking

Unlike their previous solution, Atticus reliably identifies differences across all content types—text, tables, and graphics—eliminating blind spots in the review process.

  • Simplified collaboration

With a dependable tracking system in place, the Company Secretarial and Finance functions could work together seamlessly, even bringing external counsel into the verification process when needed.

  • Evidence-backed verification

Atticus goes beyond just tracking changes—it enables teams to substantiate each statement with supporting evidence. This ability to link evidence through tagging created an additional verification layer that led to absolute board confidence.

From verification headaches to board confidence

The impact of reliable version control and evidence-based verification transformed Caledonia’s reporting cycle. 

What was once a process plagued with uncertainty became a streamlined, trustworthy system that delivered measurable results.