Family Office Solutions
Institutional infrastructure, without the institutional overhead
Family offices manage institutional complexity with lean teams. Reuben AI provides the same operating layer used by VC and PE funds, deal sourcing, diligence, governance, LP reporting, and portfolio monitoring, adapted for multi-asset, multi-generational portfolios. One data layer across every asset class and strategy.
No more cobbling together spreadsheets, generic CRMs, and fragmented tools. One platform for your entire investment operation. Automate your LP reporting and focus on what matters, investing.
Built for Family Offices
Multi-Asset Portfolio Management
Track private equity, venture capital, private credit, real estate and real assets in a single unified view with real-time valuations.
Multi-Strategy Support
Manage diverse investment strategies across asset classes and geographies with consolidated reporting and analytics.
Governance & Compliance
Built-in governance workflows for investment committees, family councils, and trustee oversight with complete audit trails.
Multi-Generational Access
Role-based permissions for family members, advisors, and external partners with granular access controls.
Complete Investment Lifecycle
Deal Sourcing & Evaluation
Access pre-qualified opportunities matched to your family's investment criteria. AI-powered due diligence surfaces risks and opportunities across every deal, whether direct investments, co-investments, or fund commitments.
Portfolio Consolidation
Bring all investments (private, public, real assets, and alternatives) into a single dashboard. Real-time performance tracking, exposure analysis, and benchmark comparisons across your entire portfolio.
Family Governance
Structured workflows for investment committee meetings, family council decisions, and trustee approvals. Complete documentation of decision rationale for future generations.
Reporting & Communication
Generate customised reports for different family members and stakeholders. From high-level overviews for beneficiaries to detailed analytics for active family investors.
Modernise Your Family Office
See how Reuben AI brings institutional capability to family office investing, direct deals, GP commitments, and consolidated reporting on one workspace.
Who Uses Reuben AI
Single Family Offices: Institutional-grade infrastructure without the institutional overhead. One platform for your CIO, analysts, and family members.
Multi-Family Offices: Manage multiple client families with segregated portfolios, customised reporting, and unified operations.
Family Office Networks: Collaborate on co-investments and share deal flow with built-in privacy controls.
Related
Deal matching and curation
Encode the family mandate once, then screen every inbound opportunity against it.
AI for family offices
The four jobs worth automating, with every claim traceable to a source.
Family office software categories
Aggregation, CRM, databases, administration and investment platforms compared.
Family Office Platform
Built for next-gen principals running direct deals and GP commitments.
Next-generation family office technology
Why next-gen principals are rebuilding the family office tech stack.
Portfolio Monitoring
Live performance tracking across direct and indirect investments.
LP Portal
LP-grade reporting for family councils and beneficiaries.
Book a Walkthrough with Our Founder
See how Reuben AI transforms family office operations