AI Due Diligence Platform
From First Screening to Final Decision
Startup investing moves fast. Traditional due diligence doesn’t. Our AI Due Diligence Platform compresses weeks of manual research into structured, auditable insights delivered in hours—not days.
Who Uses This: Venture Capital funds, Corporate Venture arms, Angel syndicates, and PE firms evaluating early-stage technology investments.
Automated Data Collection
Financials, cap tables, traction metrics, team backgrounds, and market signals gathered from 50+ sources
Founder & Team Verification
Employment history, academic claims, prior startup outcomes, reputation signals across professional networks
Financial Model Stress Testing
Revenue projections validated against comparable exits, sector benchmarks, and macro conditions
Competitive Landscape Mapping
Direct and adjacent competitors identified, positioned, and benchmarked for defensibility assessment
Risk Scoring & Flagging
Standardized risk framework across operational, financial, market, and governance dimensions
Executive Summary Report
Investment committee-ready output with clear recommendation, key risks, and open questions
Family Office Administration & Advisory
Operational Infrastructure for Complex Wealth
Family offices managing multi-generational wealth across jurisdictions face a unique challenge: the complexity grows faster than the team. We provide administrative infrastructure and advisory support that lets principals focus on strategy while we handle execution.
Who Uses This: Single-family offices (SFOs), multi-family offices (MFOs), and high-net-worth individuals with cross-border asset exposure across Hong Kong, Singapore, and Mainland China.
Consolidated Reporting
Single-view dashboards across public equities, private investments, real estate, and alternative assets
Compliance & Regulatory Monitoring
HKMA, SFC, and cross-border filing tracking; regulatory change alerts; documentation audit trails
Governance Framework Design
Family charters, investment committee structures, succession protocols, and conflict resolution mechanisms
Administrative Operations
Bill payment, vendor management, correspondence, meeting coordination, and document management
Next-Gen Education
Structured financial literacy programs for rising family members, with progressive exposure to portfolio management
Intergenerational Wealth Planning
Transfer structuring, trust coordination, philanthropic strategy, and impact measurement
Cybersecurity Advisory
Protect Assets That Don’t Show on Balance Sheets
Family offices and investment firms manage something more valuable than capital: information. Deal pipelines, LP relationships, portfolio company data, and family personal details are high-value targets. Most offices have wealth managers, accountants, and lawyers. Few have dedicated cybersecurity expertise.
Who Uses This: Family offices, venture capital funds, private equity firms, and boutique investment advisors managing confidential deal flow and LP relationships.
Security Posture Assessment
Current state evaluation across devices, networks, cloud services, vendors, and human factors; gap analysis against industry standards
Data Protection Architecture
Encryption strategy, access controls, backup resilience, and data classification for sensitive deal and family information
Third-Party & Vendor Risk Management
Due diligence on fintech platforms, wealth management software, and service providers; ongoing monitoring protocols
Incident Response Planning
Playbook development, escalation procedures, legal notification requirements, and post-incident recovery workflows
Training & Awareness
Principals, family members, and staff: phishing recognition, secure communication practices, travel protocols, and device hygiene
Ongoing Advisory Retainer
Quarterly reviews, threat briefing updates, policy refresh, and incident support when needed