Multi-family office tools
Tools for the office. A thesis for the portfolio.
Create a free account to use the tools below, publish your family office’s thesis on the deal-room dashboard, and receive structured opportunities from founders and sponsors.
Included free with an account
- IRR & MOIC calculatorDated cash-flow rows in, XIRR, MOIC, DPI and net profit out — the arithmetic an investment committee asks for first.
- Capital calls & distributionsA running schedule of commitments, calls and distributions per position, with unfunded commitment and net cash position.
- Portfolio trackerCompany, stage, invested capital, current mark and notes — with total cost, total mark and unrealized gain or loss.
- Valuation-multiple sandboxRevenue and EBITDA against the multiple ranges you choose. No market multiples are assumed; every input is yours.
- Deal-screening scorecardYour criteria, your weights, a consistent score per opportunity — so screening reads the same across partners.
- Family office deal roomA public profile with your logo and thesis, and a private inbox of submissions with status, notes and deck files.
Our operating thesis
Value creation is now an operating question
For a multi-family office, the enduring sources of return in private holdings are operational: how efficiently a company finds customers, how much of its revenue recurs, and how well its data and systems survive diligence. Financial engineering is widely available; operating leverage is not.
Distribution is the under-priced asset
Most lower-middle-market companies are under-invested in digital distribution — search, answer engines and referral systems. Improving how a company is found, and how often its satisfied customers refer others, compounds without a proportional rise in headcount. We treat it as a measurable workstream, not a marketing afterthought.
Data turns marketing spend into an underwritable line
When acquisition is driven by predictive signals rather than broad reach, cost per customer becomes something a board can forecast and an acquirer can diligence. That is the role Predictive Data plays inside a portfolio company.
Exits are priced on the story the data can prove
Buyers pay for durability and scalability they can verify. A company that can evidence recurring revenue, technology-enabled delivery and clean data has a stronger case to be valued with reference to software-style metrics. Exit Optimization works on making that case defensible — the multiple a buyer ultimately pays is the buyer's decision, and no outcome is promised.
A geek on the bench
Every multi-family office has questions that are faster to answer with a small piece of software than with a consultant's deck. The free tools in this back office are examples of what we build quickly; bespoke versions for your office or a portfolio company are a conversation away.
How we help portfolio companies
- Predictive Data ↗Data and modelling for portfolio companies' customer acquisition — using signals a company already has to direct marketing spend toward the prospects most likely to convert.
- R0cketShip money words ↗Web, content and answer-engine visibility built around the "money words" a company's buyers actually search and ask AI assistants — so the company is the answer that gets cited.
- contacts.plus referrals ↗Smart business cards, a referral network and a CRM that portfolio companies can use to ask for, track and reward referrals.
- Exit Optimization ↗Exit preparation for founders and owners: positioning the technology, data and recurring revenue inside a company so buyers can underwrite it the way they underwrite software. Outcomes are never guaranteed.
Educational tools and an introduction service only — not investment, legal, tax or accounting advice, and not an offer to buy or sell securities. Multifamily Office AI is not a broker-dealer or investment adviser and does not evaluate, endorse or arrange any investment. Calculator outputs depend entirely on the figures you enter.