For family offices
Be found by the people already looking for you.
Family offices across 8 specialties on Multifamily Office AI — one verified home, matched requests, and your own back office.
Matched, not mass-marketed
People describe what they need; we match on your specialties, the people you serve and how you meet. They choose you.
48-hour requests
When someone asks you to reach out, you have 48 hours. Respond, mark the stage, add notes, set the follow-up.
Your CRM back office
Every request and founder in one pipeline — new, contacted, booked, won.
Programs & events
Sessions, group programs, workshops and online courses on your profile and in Events.
Credentials shown clearly
Licenses, certifications and trainings listed plainly, as you provide them.
A network behind you
Part of a network of sister sites — refer out with confidence, receive referrals in.
Simple plans
No per-lead fees, ever. Your plan sets how many specialties you can be matched on.
Family office account
Free
Tools, profile and deal room
4 specialties
- Public family-office profile with your logo and thesis
- Private deal room: submissions, deck uploads, status and notes
- IRR & MOIC, capital calls, portfolio tracker, multiples sandbox, deal scorecard
- Up to 4 investment focus areas