For Family Offices
Institutional-grade portfolio management for family offices
From multi-fund tracking to quarterly LP letters, eliminate the manual overhead consuming your lean team across every stage of your investment operation.
Inbound management
Stop manually sorting updates across every fund
Updates arrive from every direction in inconsistent formats: emails, decks, Excel models. Every portfolio company gets a dedicated inbound tracking alias. Emails route automatically, attachments up to 20MB are parsed instantly, and the Review Queue catches anything ambiguous for one-click team verification across all funds simultaneously.
Start Free TrialEach portfolio company gets its own tracking alias so updates route to the right fund automatically.
Emails, decks, and Excel models parsed instantly regardless of format or file size.
Ambiguous or inconsistent data flagged for one-click team verification, not silently logged.
All funds processed simultaneously from a single operational workflow.
Multi-fund structure
Manage every vehicle in the family structure from one platform
Family offices frequently manage separate vehicles for different family members or generations, each with its own cap table, LP commitments, and reporting cadence. The platform supports multi-fund tracking natively. Separate portfolio groups, committed capital, distributions, and LP-level metrics are computed automatically per fund and rolled up to a consolidated view.
Start Free TrialSeparate portfolio groups per fund with independent cap tables, commitments, and distributions.
TVPI, DPI, and Net IRR computed automatically per fund and per LP.
Cross-entity performance view aggregated in real time without manual compilation.
Distinct reporting cadences and access controls per family member or vehicle.
Portfolio monitoring
Real-time portfolio health without analyst overhead
Senior family office staff need a real-time pulse on portfolio performance without waiting for an analyst to compile a weekly report. The Portfolio Cockpit delivers live performance metrics, historical trend lines, and cap table data on a single screen, available the moment a founder update arrives.
Start Free TrialLive metrics, trend lines, and cap table data on one screen updated in real time.
Performance data available the moment a founder email arrives, not days later.
Every metric plotted over time so you see trajectory, not just the latest number.
Senior staff access live data directly without waiting for a compiled report.
Data security
Institutional-grade security for multi-generational wealth data
Family offices handle highly sensitive, multi-generational wealth data. Routing that data through third-party multi-tenant AI platforms creates unacceptable compliance exposure. The platform's Bring Your Own Key architecture means your data flows exclusively through your own enterprise Claude API account, never touching a shared public model.
Start Free TrialYour data flows exclusively through your own enterprise Claude API account.
All data encrypted at rest with AES-256, the same standard used by financial institutions.
Strict RLS ensures no data bleeds between funds, entities, or team members.
Your proprietary financial data never touches a shared public AI model.
LP reporting
Quarterly letters drafted automatically from live data
Drafting quarterly update letters for family members and outside LPs consumes enormous analyst time. The Letters module drafts institutional-quality quarterly update letters automatically, drawing from live portfolio data, AI-generated company summaries, and your team's notes. It can mirror your firm's existing writing voice and export directly to Word or Google Drive.
Start Free TrialInstitutional-quality quarterly letters generated from live portfolio data automatically.
The AI mirrors your firm's existing writing style for consistent, on-brand communications.
Export directly to Word or Google Drive for final review and distribution.
Individual letters tailored to each LP's holdings, commitments, and reporting preferences.
Relationship management
A lightweight institutional CRM for your entire network
Family offices maintain expansive networks of co-investors, advisors, and deal sources. The Interactions tracker auto-logs every team communication via BCC, detects introductions, extracts new contact details, and attaches conversations chronologically to company profiles.
Start Free TrialEvery team communication captured and attached to the right company profile automatically.
AI identifies introductions and logs both parties without manual entry.
New contacts detected and added to your network from email signatures automatically.
Every touchpoint with every founder, co-investor, and advisor in one scrollable view.
Portfolio updates
End the 45-day reporting lag for good
Chasing 30 to 50 portfolio companies individually for quarterly KPI updates creates a reporting lag that can stretch 45 days or longer. The Asks engine fires a single templated campaign to your entire portfolio simultaneously. Founders reply to a normal email and responses feed directly into your data pipeline.
Start Free TrialSend templated update requests to every portfolio company in a single action.
Founders respond to a standard email with no portal login required.
Founder replies feed directly into your data pipeline without manual processing.
See who has responded, who hasn't, and send targeted follow-ups automatically.
Compliance
Never miss a filing deadline across multiple fund vehicles
Staying ahead of SEC filings, tax deadlines, state registrations, and AML obligations across multiple fund vehicles is a persistent operational risk. The Compliance module generates a tailored regulatory calendar based on your fund structure, automatically inserting event-driven milestones like Form D filings in the months you deploy capital.
Start Free TrialCompliance calendar generated from your specific fund structure and deployment activity.
Form D filings and other obligations inserted automatically when you deploy capital.
SEC, tax, state, and AML obligations visually separated for at-a-glance prioritization.
Direct links to the relevant regulatory portal for each filing deadline.
IC preparation
Walk into every IC and board call fully prepared
Preparing Investment Committee materials requires analysts to manually compile performance data, draft summaries, and formulate questions for every portfolio company reviewed. The AI Analyst generates structured performance review memos and critical meeting questions on demand from live portfolio data, eliminating the pre-meeting scramble entirely.
Start Free TrialStructured IC review memos with performance trends, risks, and recommended questions on demand.
Memos pull from the latest reported metrics, not stale spreadsheet snapshots.
AI surfaces the most relevant questions based on recent performance signals and anomalies.
Any team member can generate a full IC brief in seconds without analyst support.
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