The family office platform built for principals who run their own capital
Direct deals, GP commitments, multi-entity governance, and consolidated household reporting, on a single, private-capital-native workspace.
The next generation of family office principals is rebuilding the playbook. They source direct deals, write GP commitments, syndicate co-invest, and run their own diligence, and the legacy stack of Excel, Addepar, and a generic CRM cannot keep up.
Reuben AI gives modern principals the same operating system institutional GPs use, configured for the way a family office actually invests.
How modern principals use Reuben AI
The same workflows institutional GPs use, configured for the way a family office actually invests.
Direct deals
Source, score, diligence, and close direct private investments alongside fund commitments, without losing visibility across the household balance sheet.
GP commitments and co-invest
Track every GP commitment, capital call, side letter, and co-invest sleeve in one structured ledger. Roll up to family-level exposure in real time.
Multi-entity governance
Trusts, holding companies, foundations and SPVs operate with the right reporting and audit trail per entity, consolidated for principals.
Generational succession
Institutional memory, every decision, document, and rationale, survives staff turnover and generational handover.
Why next-gen principals are leaving the legacy stack
The Addepar-and-Excel architecture was designed for outsourced reporting, not active principal-led investing.
Built around the way modern principals actually work
Principal-first, not advisor-first. Decisions live with the principal. The platform supports rather than mediates that workflow, and surfaces the same level of audit trail institutional LPs expect.
Direct + indirect, one ledger. Direct deals and fund commitments are tracked together, with one consistent view of household exposure across asset class, geography, and theme.
Multi-entity from day one. Trusts, holding companies, foundations and SPVs each carry the right reporting and audit profile, without requiring a separate workspace per vehicle.
Frequently Asked Questions
Related
Family Office Solution
Multi-asset portfolio management, governance, and institutional-grade due diligence.
Next-generation family office technology
Why next-gen principals are abandoning the legacy stack, and what they replace it with.
Portfolio Monitoring
Live performance tracking across direct deals, GP commitments, and asset classes.
AI for family office deal flow
How modern principals use AI to evaluate the deals reaching their inbox.