Insights
Notes on the things we are building: data infrastructure, document extraction, MCP, and what it takes to make finance software people trust.
Tracking a private equity portfolio in Excel, and when it stops working
A spreadsheet is the right answer for longer than vendors admit. Here is a structure that survives, the five things that break it, and the honest threshold for replacing it.
You missed a capital call. What actually happens next
The LPA usually gives you a cure period and charges interest. Default provisions exist but are rarely the first move. Here is the sequence, and the four failure modes that cause most misses.
Family office software compared, and how to actually choose
Nine platforms, what each one is genuinely built for, and the four questions that decide the answer faster than any feature matrix. Including where we are the wrong choice.
IRR, TVPI and DPI, and why your three sources disagree
The metrics are simple arithmetic. The disagreement is almost never the formula. It is which cashflows each source counted, and as of when.
What an MCP server actually changes about portfolio data
Connecting a portfolio to Claude and ChatGPT is not a chat feature. It is an access-control problem, and that is the part worth getting right.
The family office reporting stack, and where it breaks
Most family offices run on a spreadsheet, a folder of PDFs and one person who understands both. Here is where that arrangement actually fails.
Why we let the extraction model say "I am not sure"
A parser that is right 96% of the time is not 96% useful. What matters is whether it knows which 4% to flag.