Multi-family office tools · family office deal room
The operating system for
the modern multi-family office.
Publish your thesis, receive structured deal flow, and run the analysis your investment committee asks for — free. Then bring data, distribution and exit preparation to your portfolio companies through Predictive Data, R0cketShip, contacts.plus and Exit Optimization.
I’m looking for a family office
I'm raising capital or bringing a deal
Answer a few quick questions — what you need, what’s in the way, how you like to meet. We match you with family offices who fit.
Talk to usI’m a family office
I run or partner in a family office
A verified profile, founders matched to your specialties, programs and events, and your own back office and CRM.
Create a free family-office accountHow matching works
Start with what you need — we’ll find the family office.
01
Tell us what you need
What you’re looking for, what’s in the way, and how you like to meet — video call, in person and phone.
02
We match on fit
Specialties, the people they work with, credentials and format.
03
You choose who to hear from
See why each family office fits. Pick who may contact you — nothing is shared without your say-so.
2 areas of focus
Multi-family offices and Single-family offices & principals.
Multi-family offices
Direct investing & co-investment, Private equity & growth equity, Real estate & real assets, Private credit and Fund allocations & manager selection.
5 kinds →
Single-family offices & principals
Venture & early stage, Impact & thematic investing and Operating companies & holdings.
3 kinds →
Explore
Where do you want to start?
Multi-family office operations & technology
How a multi-family office runs: systems, data, reporting workflows and where AI fits.
Explore
Deal sourcing & due diligence
Building proprietary deal flow and a repeatable diligence process.
Explore
Portfolio value creation: data, AI & marketing
Operating levers for portfolio companies — predictive data, answer-engine visibility and money words.
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Referrals & networks for portfolio companies
Turning relationships into a measurable referral channel with contacts.plus.
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Exits & valuation
Exit preparation, valuation concepts and how technology-enabled companies are underwritten.
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Governance & investment reporting
Investment committee process, IRR/MOIC reporting and capital-call administration.
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Who we help
Wherever you’re starting from.
Multi-family office principals & partners
a consistent analytical toolkit and structured deal flow across client families
Single-family offices
a public thesis and a clean intake for opportunities
Family office COOs & operators
practical tools for capital calls, reporting and portfolio tracking
Founders raising capital
family offices whose thesis fits their company
Sponsors & independent sponsors
co-investment partners for a specific deal
Business owners planning an exit
patient capital and a better-prepared exit
Honest listings
Family offices, clearly labeled.
- Credentials shown plainly. Licenses, certifications and trainings are listed as each family office provides them and checked where possible.
- You stay in control. Nothing you share goes to a family office until you choose who may contact you.
- Your details stay private. We don’t sell your information.
- No miracle promises. Family offices may not promise guaranteed outcomes.
For family offices
Your business, with a back office.
A verified profile, founders matched to your specialties, programs and events, and a CRM to follow up.
Matched requests
People choose you — you have 48 hours to reach out.
Your own CRM
Every request, stage, note and follow-up in one place.
Programs & events
Sessions, group programs, workshops and courses.
Credential badge
Licenses, certifications and trainings shown clearly.
Family office account
Free
4 specialties · Tools, profile and deal room
0 family offices · 0 programs & events
Questions
Frequently asked questions
What is a multi-family office?
A multi-family office is a firm that provides investment management, reporting, administration and related services to several wealthy families, sharing the cost of a professional team and infrastructure that a single-family office would carry alone.
What does a free account include?
A free account includes a public family-office profile with your logo and thesis, a private deal room that receives opportunity submissions with deck uploads, and back-office tools for IRR and MOIC, capital calls and distributions, portfolio tracking, valuation-multiple scenarios and deal screening.
How do founders submit an opportunity to a family office?
Founders and sponsors choose a family office on the Engage with our family offices dashboard, read its thesis, and submit their opportunity — contact details, location, amount sought, stage, a summary and a deck — directly into that office's deal room.
Does Multifamily Office AI evaluate or recommend investments?
No. Multifamily Office AI provides tools and introductions only; it does not evaluate, endorse, recommend or arrange any investment, is not a broker-dealer or investment adviser, and nothing on the site is an offer to buy or sell securities.
Are the calculator results investment advice?
No. The calculators run arithmetic on the figures you enter — no market data or default multiples are assumed — and the results are for your own analysis, not investment, tax or accounting advice.
How can portfolio companies grow with your technology?
Portfolio companies can work with Predictive Data on data-driven customer acquisition, R0cketShip on web and answer-engine visibility built around their money words, contacts.plus on referrals, and Exit Optimization on exit preparation — each scoped individually, with no outcome guaranteed.
What is Exit Optimization?
Exit Optimization is a service that helps owners prepare a company for sale by documenting and strengthening the technology, data and recurring revenue a buyer will underwrite; the price and multiple any buyer pays remain the buyer's decision.