One balance sheet across every entity, currency and generation.
Family capital is fragmented by design and opaque by accident. AgenticAUM consolidates the whole picture and runs the governance the family never had time to build.
80% science — the machine
Consolidation, look-through exposure, tax lot math, capital call forecasting.
20% art — yours
Stewardship, succession, the family conversation.
Ledger
Total wealth, look-through, live.
Custodians, funds, direct holdings, real assets and private positions consolidated into a single look-through view of exposure, liquidity and performance across every entity in the structure.
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Principal
The family's own window into its capital.
A quiet, private interface for principals and next-generation members: net worth, cash position, upcoming calls, philanthropy and a conversational analyst that answers in plain language.
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Venture Capital
Seed to Series C
02Private Equity
Buyout to growth equity
04Angels & Syndicates
Leads, syndicates, rolling funds
05Private Credit & NBFCs
Lending at scale
06Asset Managers
Mutual funds, PMS, institutional mandates
07Hedge Funds
Discretionary and systematic
08Wealth Managers & RIAs
Discretionary and advisory books
09Pensions & Insurers
Insurers, reinsurers, pension schemes
10Bank Treasuries
ALM, liquidity, prop and balance sheet