Family Offices
Long-Term Intelligence for Generational Wealth
Manage investments across your risk continuum with clarity, support family governance, and preserve institutional memory across generations—all in one secure, unified environment.
Centralized Oversight for your Entire Investable Universe
Manage complex portfolios with a long-term lens. From real estate to venture capital, we help you track everything—securely and transparently.
Purpose-Built for Fundamental Analysts
Equip your analysts with tools purpose-built for bottoms-up fundamental research across sectors and geographies.
Elegant, Scalable Portfolio Monitoring
Track holdings, price movements, catalysts, and internal notes across all positions in one centralized platform.
Integrated, Elegant Reporting
Generate investment summaries, risk overviews, and update letters automatically.
Compliance-Ready Workflow Support
Timestamp, archive, and permission internal research and model access to meet audit needs.
Multi-Strategy Fund Coverage Features
Support long-only, long/short and multi-asset mandates across one clean, unified interface.
Long-Term Thesis Development
Maintain conviction logs, timeline views, and private/public investment rationales.
Cross-Generational Knowledge Transfer
Preserve decision frameworks, deal memos, and research notes for the next generation.
Secure and Private, by Design
Keep internal views, personal notes, and sensitive documents protected with workspace controls.
Endowment-Like Asset Analytical Tools
Manage across liquidity buckets, mandates, and impact goals.
Start building your investments on Countercyclical today.
