The full capital picture
Public and private holdings, funds, direct investments, grants and commitments in one place. For each position: what it’s worth, how easily it can be sold, where you’re heavily exposed, and what role it plays.
The platform
Everything you hold, in one clear view.
Investments, giving, entities and the decisions behind them, brought together in one place. That way the family, its advisers and our team look at the same picture, and every figure can be traced back to where it came from.
- Everything you hold
- Public, private, direct and philanthropic
- Everyone involved
- Family, team and advisers
- One rhythm
- An ongoing view, reviewed every quarter
See the whole picture, then zoom in.
Start with everything you hold, and follow it all the way down to the documents behind a single position.
An example
- Holding companies and direct investments
- 39%
- Public and easily sold assets
- 27%
- Funds and private credit
- 21%
- Foundation and giving
- 13%
Entities and ownership
Follow how holding companies, foundations and family vehicles connect to what they own. Legal ownership, economic benefit and the right to decide can follow different paths, so we keep each one clear and linked to the documents behind it.
Family stewardship
Principals, family members, advisers and foundation leaders each see what fits their role. Every important decision keeps its question, evidence, doubts and owner, so the reasoning carries over from one generation to the next.
People and coordination
Connect researchers, operators, policymakers, local experts and other capital holders to the questions where their knowledge matters. Who does what, and what depends on whom, stays visible.
Reports you can actually read.
Every quarter, one report brings it all together: how the portfolio performed, what came in and went out, how your funds are doing, and what changed in the impact and the wider system you support. It starts with a short version anyone can read, with the full detail underneath.
- Quarterly report
- Impact
- Systems change
Private from the start.
Your financial and family information stays yours. Each person sees only what their role needs. We agree with you where your data is stored and processed, whether in the cloud, on dedicated infrastructure or locally. Every figure, finding and assessment can be followed back to its source.
What’s in the platform.
We’re constantly developing new tools to make complexity easier to navigate. Always moving from gathering what you have to reporting what has changed.
Collect
- Dashboard
- Your net worth, allocation and exposure over time, with live prices for listed holdings.
- Data rooms
- A document room per entity, showing what’s there and what’s missing, with shareable checklists and a place for questions.
- Group financials
- Consolidated statements for the whole group, with the workings behind each figure and currency conversion included.
- Ownership map
- Who owns what, from subsidiaries and stakes to single holdings, each with its own data room.
Understand
- Investments
- All assets and liabilities, their value and performance, across asset classes.
- Risks
- Where you’re concentrated or exposed, read straight from the positions behind it.
- Rates & news
- Market and currency rates, and the news that actually touches what you hold.
- Intercompany
- Links between your own entities, with suggestions to avoid counting things twice. You confirm or dismiss them, and the system learns your rules.
Decide
- Dealflow
- A pipeline with your own stages. Each deal keeps its documents, diligence, flags, decisions and timeline together.
- Deal rooms
- Shared rooms to work on a deal with outside partners, invited by email.
- Due diligence
- Bring a folder of documents on a company or fund and receive a report to inform your decision.
- Watchlist
- Companies and deals you’re keeping an eye on, with the reasons and signals behind your interest.
Govern
- Governance
- Mandates, evidence, decisions and follow-up, each linked to the person responsible.
- Access
- Who can see what, across all relationships and views, managed in one place.
- Fund cockpit
- For fund managers, investors and the investment committee. Identity checks (KYC), monitoring and the team in one place.
- Office intelligence
- Ask questions about your holdings, exposure, deals and diligence, and get answers based only on your own records.
Report
- Quarterly reports
- A verified quarterly report, with the source behind every figure.
- Impact
- What changed, for whom, how much, whether it would have happened anyway, and what could stop it.
- Systems change
- Whether the conditions behind a problem are moving: rules, practices, money flows, relationships, power and beliefs.
- Portfolios
- Named groups of investments, each with its own overview, records and data room.
A single point of contact, not simply a platform login.
Every family, foundation or fund works with someone from our team: a person who knows your structures, your holdings, your reporting calendar and the questions that matter to you. The platform does the groundwork. Together, we make sense of it.
Book an introduction call