Several vehicles, one set of records.
A family office rarely has one structure. There are entities, co-investments and vehicles that come and go, and a small team that needs precise access to all of it. The portal keeps the vehicles separate while keeping the record in one place.
Separate structures, shared discipline.
Each vehicle is its own investment with its own members, documents and banking details, so structures do not blur into one another, while the people you invite sign in once to reach the ones they belong to.
Internally, access is granular. Someone administering documents does not need to read internal notes or open identity records, and every action is attributed.
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Entities kept apartMembers, documents and wire instructions are scoped to the vehicle they belong to.
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Advisers, safelyAn investor can add a lawyer or accountant with their own sign-in instead of sharing credentials.
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Precise internal accessSeparate permissions for the CRM, investments, documents, notes and exports, enforced server-side.
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A durable archiveExecuted documents and their evidence are retained and remain producible long after a vehicle closes.
Few people, many structures.
One portal to administer
Adding a vehicle does not mean another system, another login or another export.
Access without exposure
Bring in help for one area without handing over the whole record.
Questions answered once
Documents, checks and history sit on the investor record where anyone permitted can find them.
Family office questions.
Can one person be an investor in several vehicles?
Yes. They sign in once and see each investment they are a member of, and nothing from the ones they are not.
Can an investor's adviser get access?
Yes. Collaborators can be added with their own sign-in and their own access, rather than sharing an investor's credentials.
How is internal access controlled?
Through granular capabilities: the CRM, investments, data rooms, content, internal notes, exports, viewing as an investor and managing administrators are separate permissions.
Keep the structures straight.
Separate vehicles, precise internal access, and one durable record.