For family offices: deep analysis for direct deals and for the funds you invest in.
Analysis in two directions: companies to invest in directly, and private equity and venture funds, by niche and stage.
A family office invests the family's own money. It does not need to find investors, but it needs the analysis of a large investment house with the team of a small one.
What we usually find in a family office.
Offered everything, sure of little
Banks, funds and founders all knock on the door. Few offers are checked properly.
Two kinds of decision
Investing directly in companies and committing to funds need different analysis, and both need depth.
Wealth spread everywhere
Holdings, funds, property and accounts, reported in different formats by different advisors.
A small team, a large responsibility
A few people look after a family's wealth across generations.
Security and privacy
A family is a target. Its data needs more protection than any company's.
The tools we would choose.
Deep analysis on both sides, plus the back office and security. The investor-raising tools are not needed; they remain available if the office raises outside money for a vehicle of its own.
Data Organizer
Brings every holding, fund report and contract into one structure.
See the tool →02Data Auditor
Reconciles the statements of different banks, funds and advisors.
See the tool →05Financial Statements
One consolidated balance sheet of the family's wealth.
See the tool →06Finance Controller
Watches cash, commitments, capital calls and deadlines.
See the tool →07Market & Niche Data
Keeps your niches mapped.
See the tool →08Private GPT
One secure place for the office to use AI.
See the tool →09Data Governance
Records who sees the family's data.
See the tool →10Cyber Guard
Protects the family and the office against fraud and attacks.
See the tool →Deal Scout
Direct deals in your niches, before they reach the market.
See the tool →21Deal Analyst
Checks every direct deal in depth.
See the tool →22Company Advisor
What to do next with each company the family owns.
See the tool →23Fund Scout
Finds and compares private equity and venture funds by niche and stage.
See the tool →Companies and funds, analysed with the same depth.
The Analyst works on both sides of a family office's decisions.
Direct investments
The Deal Scout finds companies in your niches, and the Deal Analyst checks each one before the family commits.
Private equity funds
The Fund Scout lists private equity funds by niche and by the stage of the companies they buy, and checks their managers and terms.
Venture funds
The Fund Scout does the same for venture funds, by niche and by the stage of the startups they back.
Usually: Done-for-you Intelligence or Combined
Offices that only want the analysis — checked deals and fund short lists — choose Done-for-you Intelligence. Offices that also want their back office built choose Combined.
Compare the three services →Give your office the analysis of a large investment house.
Start with a diagnostic of your holdings, your data and your next decisions.
Get a diagnostic