AI‑powered family office portfolio intelligence platform designed for offices managing $100M - $1B. It consolidates public markets, private funds, direct investments, and multi‑entity structures into a single intelligence layer, with automated capital activity management, document extraction, and voice‑native AI analysis
Core product
Unified portfolio intelligence system that automates document extraction, consolidates public and private holdings, manages capital activity, and delivers real‑time performance analytics through an AI‑driven interface
Use cases
Consolidated portfolio intelligence across public, Private & direct holdings, Automated extraction of capital calls, Distributions, K‑1s, Quarterly reports, Capital call detection & routing, Performance analytics including IRR, MOIC, TVPI, Allocation, and vintage analysis, Multi‑entity structuring for trusts and LLCs, Voice‑native AI portfolio queries, Reporting preparation and export
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Private Equity, Venture Capital, Private Credit, Hedge funds, Direct investments including operating businesses, Real estate, Alternatives and Real Assets
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