Private equity portfolio monitoring software helps GPs (and their operating, finance, and IR teams) collect portfolio company data, analyze performance, and turn it into repeatable reporting, so you can spot issues early, answer LP questions quickly, and stay ready for audits and exits. Portfolio monitoring is fundamentally about collecting and analyzing fund + portfolio company…
Asset Management Report: What to Include and How to Structure It
An asset management report is the document your stakeholders actually read. It is the client package, the investor update, or the consolidated view that turns portfolio activity into understandable results. For asset managers, family offices, RIAs, and fund administrators, the report has a simple job: present performance, holdings, activity, fees, and valuation in a way…
Private Equity and Co-Investing for Family Offices: Structures, Strategy, and the Operating Playbook
Private equity and co-investing for family offices usually means investing in a specific deal alongside a lead sponsor (often a PE firm) or alongside other families, instead of putting all the capital into a blind pool fund. Co-investing can be a strong tool for selectivity, fee efficiency, and access, but it also shifts real work…
Private Equity Dashboard: What to Track, Who It’s For, and How to Build One That Holds Up
A private equity dashboard is a set of standardized views that summarizes fund performance, portfolio company health, capital activity, and investor reporting in a way that supports decisions and communication. It can be internal (for GP teams) or external (for LP visibility through an investor portal), but in both cases, the goal is the same:…
Private Equity vs Family Office: How They Invest, How They Operate, and What That Means in Practice
When people try to distinguish between private equities and family offices, they are usually trying to understand two things at once: how these investors behave in deals, and why they behave that way. The short answer is simple. Private equity firms invest through structured funds raised from outside limited partners. Family offices invest primarily on…
Family Office Tax: From K-1 Chaos to a Repeatable Operating System
Family office tax work breaks down most often in the same place: a multi-entity investment book that has to support partnership reporting. If you run trusts and LLCs that invest through private equity and hedge funds, you know the pain points. K-1s arrive late or get amended. State-sourced income shows up unexpectedly. Fee and expense…
Asset Management Reporting: What It Includes, Why It Breaks, and How to Fix It
Asset management reporting sits at the intersection of portfolio data, accounting controls, and stakeholder communication. Asset managers, family offices, RIAs, and fund administrators rely on reporting to answer the same questions every period: what do we own, what is it worth, what changed, and how do we explain it. The work looks simple when it…
Addepar vs Masttro: Side-by-Side Comparison
Addepar and Masttro both aim to solve the “single source of truth” problem for complex wealth, especially for wealth managers and family offices dealing with multi-entity structures, alternatives, and multi-custodian data. The practical differences usually come down to depth of analytics/workflows, how alternatives and ownership are modeled, integration philosophy, security posture, transparency, and pricing predictability….
Family Office Dashboard: What to Track, Who Needs What, and How to Build One That Holds Up
Family Office Dashboard: What to Track, Who Needs What, and How to Build One That Holds Up A family office dashboard is a set of role-based views that summarizes the family’s wealth, performance, liquidity, and operational status across accounts, entities, and asset types. It should help people make decisions quickly, without rebuilding the story in…
