For Family Offices

Institutional Diligence.
Principal-Ready
Reports.

Evaluate direct investments and co-investments with the rigour of a large PE shop. Governed semantic reasoning delivers analysis your principals can trust—with full provenance for every claim.

Investment Memorandum
PRINCIPAL READY
Opportunity Healthcare Services Co.
Investment Direct / $5M Equity
54
Pages
189
Citations
100%
Sourced
Investment Thesis & Rationale
Financial Quality Assessment
Principal Summary (2-page)
72hr
Memo Turnaround
100%
Full Provenance
24
Metamodel Domains
13
GSRE Components

Big Decisions, Lean Teams

You see the same deals as large institutions—but without their army of analysts. Sound familiar?

Lean Investment Teams

Two or three people evaluating deals that would get full workstreams at a PE fund. Co-investment invites arrive with tight timelines and 300-page data rooms.

Principal Communication

"Walk me through how you got to that number." Family principals need clear explanations, not black-box recommendations. Every claim needs a source.

Diverse Deal Flow

Direct investments, co-investments, search fund commitments, real estate, private credit—each with different diligence requirements. One methodology won't cut it.

From Data Room to Decision

Governed semantic reasoning for family office investment analysis

1

Upload & Structure

Feed in data room materials, CIMs, financials, and research. GSRE canonicalises everything into structured, analysable form.

2

Governed Analysis

Every claim traced to source. Key risks surfaced. Return assumptions tested. Investment thesis stress-tested against the data.

3

Principal-Ready Output

Full memo plus 2-page executive summary. Every finding linked to evidence. Ready for your principal meeting.

Analysis Across Asset Classes

Institutional-quality outputs for the deals family offices actually see

Direct Investments

Full due diligence on operating companies. Financial quality assessment, management evaluation, market positioning—with complete citation trails.

Investment Memo QofE Analysis Risk Register Principal Summary

Co-Investments

Independent analysis when a GP offers co-invest. Verify the thesis, stress-test assumptions, identify what the sponsor might be missing.

Independent Review Sponsor Thesis Check Gap Analysis Decision Brief

Search Fund Evaluation

Assess search fund opportunities with the same rigour as larger commitments. Searcher evaluation, target criteria analysis, and deal pipeline assessment.

Searcher Assessment Criteria Analysis Commitment Memo Follow-on Framework

Real Assets

Real estate and infrastructure opportunities. Market analysis, comparable assessment, and risk evaluation with full provenance.

Market Analysis Comparable Set Return Model Review Risk Assessment

Governed Semantic Reasoning

Three layers of technology that make AI trustworthy for family capital

Open Source

Orthogramic Metamodel

24 interconnected business domains providing structured representation. From Strategy to Finance—a canonical foundation for analysis.

Patent Pending

GSRE Engine

Governed Semantic Reasoning Engine. Every inference constrained, validated, and traceable. Built for decisions that matter.

Enterprise Ready

Complete Provenance

Full audit trails for every claim. Answer "where did this come from?" instantly. Documentation your principals can trust.

Priced for Principals

A fraction of traditional QoE costs—with deeper analysis and complete provenance

Per-Deal

For evaluating individual opportunities

$3,500

per analysis

  • Full investment memorandum
  • 2-page principal summary
  • Risk assessment matrix
  • Complete citation trail
  • 5-day turnaround
Get Started

Multi-Family

For multi-family offices and platforms

$150K+

annual license

  • Unlimited deal flow
  • White-label deliverables
  • API & platform integration
  • Cross-portfolio analytics
  • Dedicated success manager
  • Custom ontology training
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Ready to Strengthen Your Process?

See how governed semantic reasoning gives your lean team institutional-quality analysis that principals can trust.