Capture your total wealth.
Restore structural coherence.

AlphaVault consolidates every asset class — private equity, venture capital, hedge funds, real estate and direct investments — into one reconciled system of record, with a principal-first experience built for wealth owners, not just analysts.

$140B+Total Net Worth Tracked*
600+Entity Structures Modeled*
5Asset Classes, One View
48hOnboarding
Global Wealth Map
Direct Investments
Principal View
AlphaVault Family Offices platform preview

* Illustrative capacity metrics for AlphaVault's institutional-grade infrastructure — figures reflect platform design targets.

Institutional tech,
for private wealth.

Three integrated pillars covering every entity, every asset class and every generation — connected by a single reconciled ledger.

01 · Multi-Asset Consolidation

Every entity, every asset, one view

Roll up trusts, LLCs, LP/GP structures and foundations into one holistic ownership look-through — spanning liquid holdings, funds and direct investments.

1
Multi-entity consolidationHundreds of legal structures rolled up into one holistic view
2
Ownership look-throughMap beneficiary hierarchies to underlying asset-level detail
3
Reconciled data integrityLedger-verified truth, always audit-ready — not estimated values
Explore Multi-Asset Consolidation
02 · Alternative Asset Automation

Alternatives, without the manual burden

AI-native document extraction ingests capital call notices, distribution statements and K-1s automatically — with automated IRR, MOIC and DPI calculations.

1
AI-native document extractionCapital calls, distributions and K-1s ingested from PDFs automatically
2
Unfunded commitment trackingReal-time dry powder visibility to manage liquidity risk
3
Automated private market metricsIRR, MOIC and DPI calculated continuously, not on request
Explore Alternative Asset Tracking
03 · Principal & Generational Experience

Built for the principal, not just analysts

An interactive global wealth map with on-demand liquidity intelligence — plus role-based access for family members and next-generation beneficiaries.

1
Global wealth mapAn interactive visual tree of the entire family estate
2
On-demand liquidity intelligenceInstant clarity on spendable cash vs. locked capital
3
Role-based generational accessTailored views for principals, family members and beneficiaries
Explore Principal Dashboard
Explore the Suite

Your total wealth,
reconciled and reachable.

From the global wealth map to individual K-1s — a single operating system for single and multi-family offices.

TOTAL NET WORTH
Asset ClassValueAllocation
Private Equity$48.2M32%
Real Estate$29.6M20%
Public Markets$22.1M15%

Global Wealth Map

An interactive visual tree of the entire family estate — from liquid bankable assets to private markets and passion assets, in one reconciled view.

See Global Wealth Map
LIQUIDITY INTELLIGENCE
Spendable cash$4.8M
Locked capital$62.4M
Total net worth$148.6M
DOCUMENT EXTRACTION
K-1s ingested34 / 36
Capital calls processed18
StatusUp to date

Alternative Asset Automation

AI-native document extraction ingests capital calls, distributions and K-1s automatically, with unfunded commitment tracking to manage liquidity risk.

See Alternative Asset Tracking
PRIVATE MARKET METRICS
Net IRR17.4%
MOIC1.8x
DPI0.6x
DIRECT HOLDINGS
Real estate (LTV)42%
NOI (annualized)$2.1M
Direct co-investments7

Direct Investments

Asset-level reporting for direct property holdings and co-investments — LTV, NOI and rental yield, alongside cap table look-throughs for direct equity.

See Direct Investment Tools
CO-INVESTMENT SCORE
AI Deal Fit84 / 100
SectorGrowth Tech
Target ticket$3.5M
BENEFICIARY VIEW
Trust distributions YTD$1.2M
Next-gen members4
Access levelBeneficiary

Generational Governance

Beneficiary-level reporting, role-based access for the rising generation, and a permanent digital archive for family documents and succession plans.

See Governance Portal
IMPACT & ESG
ESG-aligned assets28%
Philanthropic commitments$4.2M
StatusOn track

Why family offices
choose AlphaVault.

Capture Your Total Net Worth

The complete picture of your wealth, including the most complex private markets and direct investments — in one reconciled view.

Eliminate Spreadsheet Fragility

Reduce human error and key-person risk with automated, cloud-native workflows — no more single-point-of-failure spreadsheets.

Reconciled Data Integrity

Ledger-verified truth, always audit-ready — moving from estimated values to institutional-grade reconciliation.

Conversational AI Insights

Ask "What is my exposure to AI-focused VC funds?" in plain English and get an instant, sourced answer.

Operational Alpha

Free your investment team from manual data entry to focus on high-value strategic decision-making.

Rapid Onboarding

Migrate existing entity structures, custodial feeds and fund data within 48 hours — no lengthy implementation project.

Every asset class covered.
Nothing fragmented.

01

Multi-Asset Consolidation

Unified architecture across every entity and asset class.

  • Multi-entity consolidation (trusts, LLCs, LP/GP)
  • Ownership look-through mapping
  • Cross-jurisdictional, multi-currency reporting
  • Institutional-grade custodial data feeds
  • Reconciled, ledger-verified data integrity
02

Alternative Asset Automation

PE, VC and hedge fund positions, tracked without manual entry.

  • AI-native capital call & K-1 extraction
  • Unfunded commitment tracking
  • Automated IRR, MOIC, DPI calculation
  • NAV automation across private funds
  • J-curve visualization by vintage
03

Principal Dashboard

A zero-training interface built for wealth owners.

  • Interactive global wealth map
  • On-demand liquidity intelligence
  • Role-based access control by stakeholder
  • Conversational AI natural-language queries
  • Mobile & desktop principal-first design
04

AI Agent Suite

Claude Sonnet 4.6-powered agents embedded across every workflow.

  • Automated document parsing (K-1s, PCAPs)
  • AI-generated family wealth narratives
  • Direct investment & co-investment scoring
  • Generational governance workflows
  • MiFID II / SEC Safe Harbor guardrails

One system.
Every generation.

Join single and multi-family offices already using AlphaVault to consolidate wealth, automate alternatives and empower every generation.

Alphy
AI Sales Assistant
Welcome to AlphaVault AI! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how AlphaVault can help your investment firm centralize data, deal flow and AI agents?
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