Job 1
Every property, one view
Value, equity and occupancy for every holding, in one view.
See all properties in the demo →
An AI partner for family offices.
We do the consulting, the building and the implementing.
The Family Office demo is a made-up family office with real estate holdings, with sample customers and sample numbers.
Where we'd start.
The jobs we'd hand to AI first in an office like yours. Each one links to the Family Office demo, a made-up family office with real estate holdings we built so you can click through it.
In every case, you approve before anything reaches a customer.
Job 2
The rent roll
Every lease across the portfolio, with the expirations coming up.
See rent roll in the demo →
Job 3
Risk on one screen
Concentration, leverage, refinancing runway and insurance gaps on one screen, watched every day.
See risk dashboard in the demo →
Job 4
The deal pipeline
Every acquisition opportunity in one pipeline, with the ones worth a second look flagged.
See deal pipeline in the demo →
Job 5
Investment memos, drafted for you
Memos are drafted from the deal and the portfolio, for you to review and decide.
See investment memo in the demo →
How we'd build it.
We're an AI partner for family offices. We find where AI can save your team time and money, build it, and roll it out across your team.
Everything above runs in one system, set up on a private server for your office. Your data stays yours, and nothing goes out without your approval.
We run our own company on the same system.