For Family Offices

Institutional-grade coverage with a lean team.

Amy helps family offices maintain comprehensive market visibility, track diverse portfolios, and access institutional-quality diligence without building large investment teams.

Monitoring

Comprehensive visibility, minimal overhead

Track your entire portfolio and market universe without the headcount of a large investment team.

Multi-Asset Monitoring

Track direct investments, fund positions, and co-investments across asset classes in one unified view.

Market Opportunity Alerts

Stay informed on market developments, sector trends, and emerging opportunities aligned with your interests.

Portfolio Event Tracking

Automated alerts for material events across your portfolio: funding rounds, exits, leadership changes.

Sourcing

Access deal flow like a large institution

Discover investment opportunities across your areas of interest without extensive networking infrastructure.

Thesis-Driven Discovery

Surface opportunities aligned with your specific investment criteria and family interests.

Co-Investment Opportunities

Identify potential co-investment opportunities with your existing fund manager relationships.

Direct Investment Pipeline

Build a pipeline of direct investment opportunities in sectors where you have operational expertise.

Diligence

Professional diligence without a large team

Access the same depth of analysis as institutional investors with a fraction of the resources.

Investment Memo Generation

Generate comprehensive investment memos with market analysis, competitive positioning, and risk assessment.

Background & Reputation Analysis

Thorough background checks on management teams, partners, and co-investors.

Ongoing Due Diligence

Continuous monitoring of existing investments for material changes requiring attention.

Ready for institutional-grade capabilities?

See how Amy can multiply your family office's investment capacity.