Every household modelled as carefully as your largest one.
Advisory scale breaks on attention: the top ten households get a real portfolio process and the rest get a template. AgenticAUM runs the mandate math on every book, every day, so advice is uniform and personal at once.
80% science — the machine
Mandate construction, drift detection, tax-aware rebalancing, suitability and disclosure checks.
20% art — yours
The client conversation, the plan behind the plan, holding hands in a drawdown.
Mandate
Portfolios that stay inside the lines.
Pre-trade and post-trade compliance, drift monitoring and rebalance generation across every mandate you run, with the reasoning for each proposed trade written out.
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ClientRoom
The deal, visible to the people paying for it.
A secure client-facing process room: milestone tracking, Q&A management, document control and status updates that keep the CEO informed without another Sunday call.
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Venture Capital
Seed to Series C
02Private Equity
Buyout to growth equity
03Family Offices
Single and multi-family
04Angels & Syndicates
Leads, syndicates, rolling funds
05Private Credit & NBFCs
Lending at scale
06Asset Managers
Mutual funds, PMS, institutional mandates
07Hedge Funds
Discretionary and systematic
09Pensions & Insurers
Insurers, reinsurers, pension schemes
10Bank Treasuries
ALM, liquidity, prop and balance sheet