Solutions · Family offices

Institutional discipline, family-office scale.

A lean team sees everything — direct deals, co-investments, fund commitments — without an analyst bench. Advisare gives every opportunity the same disciplined screen: one sourced record, one mandate-aware rubric, one memo format the principals actually read.

What Advisare reads

Direct-deal data roomsCIMs, financials, and diligence files read page by page into a structured record.page-by-page vision

PPMs, LPAs & fund decksTerms, fees, and track records extracted into comparable fields across every manager.comparable fields

Co-investment memosThe sponsor’s work checked against the underlying documents, not taken on trust.independently sourced

Public filings & the open webGrounded research on markets, sponsors, and counterparties — sources attached.verified sources

Scored in your language

Your mandate, applied evenly.

Exclusions, liquidity floors, and concentration limits run as knockout gates before anything is weighed — so what reaches the principals already fits the mandate, and the reasons are on the record.

Score breakdownWt · Contrib

Mandate fit0.25+21
Alignment & governance0.20+15
Liquidity profile0.20+14
Concentration impact0.20+16
Operational complexity0.15+10
Mandate exclusion gateKNOCKOUT — PASSED

Total76 / 100

Proceed

What lands at IC

One memo format, from a two-page teaser to a platform buyout.

Every opportunity — direct, co-invest, or fund — lands in the same house format with the same evidence standard, so principals compare decisions, not document styles. The record persists: next year’s re-up starts from this year’s file.

Bring a live opportunity.

Whatever is on your desk this week is enough. We'll build its record during the meeting.

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