AI Infrastructure for Family Offices
Your principal makes the final call on everything. Your team is small because that's how you want it. But the deal flow doesn't care about your headcount. Every hour your analysts spend on manual screening, research, and reporting is an hour they're not spending on the work that actually drives returns.
We build secure, private AI systems designed for how single-family offices actually operate. Not enterprise software built for 50-person firms. Not a chatbot. Infrastructure that knows your criteria, protects your data, and makes your lean team dangerous.
What We Hear From Family Offices
The principal can't see the pipeline without asking someone.
Deal status lives across Excel files, Word documents, email threads, and someone's head. Getting a real-time snapshot requires interrupting the team. There's no single place to look.
Institutional knowledge walks out the door.
When an analyst leaves, everything they know about deal sourcing, market dynamics, and sponsor relationships leaves with them. The next hire starts from scratch. The firm doesn't learn cumulatively.
Personal wealth management is buried in spreadsheets.
The principal's personal finances — assets, insurance, vehicles, real estate — live in a massive spreadsheet. Simple questions like "when did I buy this car" require digging through hundreds of rows.
Sensitive data can't go into public AI tools.
The team uses ChatGPT and Claude individually, but deal data under NDA can't go through third-party APIs. There's no shared system, no prompt consistency, no memory between sessions.
Enterprise AI vendors don't understand your world.
Enterprise software vendors want $250K/year for rigid platforms that replace your team instead of empowering them. You don't want to axe the back office. You want to make your people faster.
What Changes
BackOffice Brain
The principal's personal wealth spreadsheet becomes conversational. Ask it anything in plain English. Asset values, purchase dates, insurance exposure, maintenance history. Instant answers instead of manual digging.
DealFilter Engine
An AI agent that reads every inbound deal, extracts key metrics, screens against your specific criteria, and delivers a ranked daily digest. 80% of deals die before a human touches them. Your team only sees what deserves their attention.
The Vault
Every deal note, screening decision, IC memo, and market research output indexed into a firm-wide knowledge base. A new analyst queries it like talking to a senior team member who's been there since day one.
Secure AI Workspace
A private AI environment deployed on your infrastructure. Deal data never leaves your control. Every team member accesses the same system with shared context. Custom-trained on your criteria, your deal history, your language.
“Remember his qualities, so that when your last hour comes, your conscience may be as clear as his.”
— Marcus Aurelius, on Antoninus Pius