Direct investments, co-invest opportunities, fund commitments and operating companies — across asset classes and generations. Compass gives family offices a discrete, sovereign view of the entities and people that matter, without exposing the family's information surface.
Family offices operate across direct deals, co-investments, fund commitments, real assets and operating businesses — often with a lean team and outsized confidentiality requirements. Generic CRMs and shared databases create exactly the information surface a family wants to avoid.
Compass replaces ad-hoc spreadsheets and exposed SaaS tools with a discrete, sovereign workspace: every counterparty, manager, GP, operator and advisor in one knowledge graph — visible only to the people the principal has chosen.
For single and multi-family offices investing across asset classes.
Continuous coverage of direct deals, co-invest opportunities and fund managers. Relationship intelligence across GPs, advisors and operating partners. Portfolio governance on operating companies and minority stakes. Discrete by architecture, not by policy.
Compass for Family Offices runs as your private system of record, or as an intelligence layer on top of an existing CRM — always within your tenant, never co-mingled.
EU hosting. Strict single-tenancy. Granular access at the entity level. The principal decides what is visible, to whom, for how long. Confidentiality is structural, not a setting.
One knowledge graph for direct holdings, fund commitments, co-investments, real assets and operating companies. The same discipline applied to a Series B and to a forestry asset.
GPs, advisors, operators, co-investors and peer offices — connected by real interactions, not static lists. Warm-intro pathfinding and relationship recall, scoped to the people the family has chosen to trust.
30 minutes. Your asset classes, your active pipeline, your relationship network. We'll show you what discrete, cross-asset intelligence looks like for a family office.
