Family Offices with Direct Investments
Operating businesses, fund interests, real assets, and marketable accounts in one consolidated view.
What Your Quarter Looks Like Now
A family office with direct holdings runs two jobs at once: institutional-quality portfolio oversight, and something close to a corporate finance function for the operating companies. Most software assumes you only do the first.
The result is a stack that handles the marketable side well, handles the funds adequately, and leaves the operating businesses to spreadsheets.
What Applies to You
Portfolio Oversight
One measurement framework across every holding, so performance is comparable instead of merely reported.
Read more →Operational Analysis
Read your operating investments the way their own management reads them — then compare them to each other.
Read more →A Workspace per Holding
Context that persists, so the work on a holding survives the analyst who did it.
Read more →Cash Flow & Liquidity Planning
Know what is likely to be called, what is likely to be distributed, and what has to be liquid to meet it.
Read more →Start With One Period
The fastest way to see the difference is a period you have already reported. We will run it and show you both.