Private markets now represent nearly 30% of the average family office portfolio. Yet many family offices are not systematically tracking performance or predicting cash flows across these investments. Institutional investors treat private equity, venture capital, and other illiquid assets as measurable, forecastable components of total portfolio strategy. They automate what family offices often accomplish through quarterly manual reconciliation, spreadsheet calculations, and reactive cash management. Purpose-built technology is closing this gap, bringing institutional-grade automation to family office scale without requiring institutional-scale resources.
