The operating system for family office networks
Deal flow is not the problem. Curation is. Reuben AI is the white-label layer that lets premium networks scale curated opportunity flow without losing the white-glove experience.
Why white-glove breaks at scale
Every new member family, every new co-invest, every new mandate multiplies the manual work. Service quality decays exactly when the network is trying to grow.
Curation collapses under volume.
Mandate token per family. Approvals-based matching.
White-glove is manual by default.
Automated teasers, member portal, embedded diligence.
Trust leaks through generic tooling.
Isolated workspaces, watermarking, permissioned access.
Co-invest coordination is ad hoc.
Structured indications, allocation rules, audit trail.
Reporting is assembled, not generated.
Integrated data layer. Principal packs on demand.
The relationship infrastructure
Curation, trust and co-investment coordination, all on one record.
Mandate token per family
Each member family carries their own criteria. Every new opportunity is screened against it before it hits the inbox.
Approvals-based matching
The network operator stays in control. Nothing reaches a family without curation.
Automated teasers
Network-branded one-pagers generated from the deal record. No cut-and-paste.
Embedded diligence rooms
One diligence pack, multiple reviewers, structured verdicts. No shared drives.
Co-invest workflow
Indications, allocation rules and audit trail on the deal record itself.
Member portal
Position, capital account, distributions and reporting in the network's identity.
Your brand on the front. Reuben AI on the back.
A fully white-labelled member experience across portal, memos, teasers, intake forms and principal reporting.
Your brand on the front. Reuben AI on the back. Portal, memos, teasers and principal packs render in your network's identity.
Network-branded portal
Colours, logo, domain. The member sees your brand, end to end.
Branded deal memos and notes
IC memos, diligence notes and follow-ups render in the network's identity.
Custom intake forms
Every teaser, indication and KYC form carries your brand.
Branded principal packs
Reporting to families, councils and trustees, generated in your identity.
New revenue lines for the network operator
The same infrastructure that preserves white-glove opens up structured economics.
Syndication fees
Structure and capture fees on curated co-invest allocations.
Co-invest carry
Sleeve-level economics tracked on the deal record.
Value-add services
Diligence, structuring and reporting delivered as network services.
A flexible, scalable distribution model
Isolated per-family workspaces feed a network-level roll-up. Data stays inside the family. Only the invitation crosses.
Network roll-up
Curation, co-invest sleeves, allocations and syndication economics at the network level. Members see only what the operator sends.
FAQ
Is this only for multi-family offices?
No. It runs the same way for a single family office extending co-invest access to peer families, an MFO servicing multiple families, and a curated family office network with dozens of member families.
Can we run it under our own brand?
Yes. Portal, memos, teasers, intake forms and principal packs render in the network's identity across custom domain, logo and colour system.
How is member data kept private?
Each family gets an isolated workspace. Cross-network visibility is by explicit invitation per opportunity, with watermarking and permissioned access.
How does Reuben AI compare to a generic CRM?
A CRM tracks contacts. Reuben AI runs the lifecycle: curation, teasers, diligence, indications, allocation, SPV documentation, monitoring and principal reporting from one record.
Is Reuben AI validated at scale?
Reuben AI is the technology partner to a signed 2,000-client family office network partner. Naming stays private under the partnership agreement.
See Reuben AI for your network
Walk through a network co-invest, a white-labelled member portal and a branded principal pack, live.
Book a DemoRelated
Deal matching and curation
One mandate per family, applied to every inbound opportunity, with reasons kept.
AI for family offices
Screening, document work, memo drafting and reporting, with sources attached.
Scaling white-glove for family office networks
Why service quality decays without fit-for-purpose technology.
The family office network operating model
Curation, trust, co-invest and revenue lines on one record.
Best platform for family office networks
How Reuben AI compares to CRMs, wealth reporting and email plus spreadsheets.
Co-investment vehicle workflow
Indications, allocations and SPV documentation on one record.