Built for Family Offices
One team across every mandate.
Direct deals, funds, property and the family itself, held in one memory, with walls exactly where they matter.
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- Firm-isolated by design
- Every answer cited
- Every action audited
- MNPI-aware
- SOC 2 in progress
The problem
The office is four people. The mandate is everything.
Every asset class at once, discretion above all, and the institutional knowledge lives in one person’s head until the day it does not.
Across asset classes
Direct deals, funds and property read against the family’s criteria in one queue.
From your own history
Past conversations and old decisions surface next to the new deck.
With memory
What the family passed on before, and why, is one question away.
One pipeline
Every live opportunity in one view, whoever brought it in.
Prepared decisions
Briefs draft from the corpus with the figures cited to source.
The family decides
IQ prepares and logs. The decision never moves.
Walls where they matter
Who sees what is set per mandate and enforced in retrieval, not by convention.
Continuity
The office’s memory survives any one person’s departure.
Reporting
Family reporting drafts on schedule, every figure cited.
Carried by
The co-workers that do this work.
The questions firms actually ask.
Who can see what?
Access is set per mandate and enforced where documents are retrieved, not in the interface. Join a Space, gain its scope; leave it, lose it.
We are four people. Is this too heavy for us?
It was built inside a small team. There is nothing to administer and no back office assumed; the point is to be the back office you do not have.
Where does our data live?
Your corpus is isolated to your firm and never trains any model, ours or anyone else’s. MNPI is classified at ingest and excluded from retrieval. The trust page carries the architecture.
What does it cost?
Pricing is agreed per cohort, not from a rate card. Join the waitlist and we will talk specifics when a seat opens.