One pipeline across every source of opportunity
A family office sees opportunities from advisers, managers, co-investors, and relationships — each arriving in a different form, through a different inbox. The cost is rarely analysis. It is the absence of one place where everything is tracked.
Each of these is scoped as its own workflow. Most engagements start with one and extend from there.
Manual today
Each opportunity is handled differently depending on who sourced it, with status living in individual inboxes and the principal asking for updates by email.
What we build
A single pipeline with defined stage gates, inbound opportunities captured automatically, and current status visible to principals without anyone being asked.
Manual today
Spreadsheet maintained by whoever remembers, usually out of date by the time it is read.
What we build
Stage movement recorded as it happens, with ageing, bottleneck, and conversion views across the whole book.
Manual today
Every inbound deck is read by someone senior before it can be ruled out, which is the most expensive possible way to say no.
What we build
Screening against your written mandate criteria, scored and summarised, with only qualifying opportunities routed to a person.
Manual today
Documents scattered across email, shared drives, and third-party data rooms, with no single record of what was reviewed.
What we build
Ingestion, classification, and key-term extraction into one searchable record per opportunity.
Recurring manual work we see across firms like yours. Not every one of these will apply — establishing which do, and which are worth automating first, is what the Operating Diagnostic is for.
Three to four weeks to establish where the leverage actually sits in your workflow, and what is worth building first. You keep the assessment either way.
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