Family offices make direct investments across private equity, venture, real estate, and credit — often simultaneously. PEVCOS gives you a single deal pipeline that handles all of it, without forcing you into VC-specific or PE-specific workflows.
Every family office has different objectives — capital preservation, yield, impact, legacy assets, sector concentration limits. PEVCOS lets you define a conviction framework that reflects your actual mandate, not a generic VC scorecard.
A family office's deal flow comes from a principal's personal network — advisors, co-investors, trusted managers, and family friends. PEVCOS tracks these relationships with the depth and discretion they require, with full interaction history and no data shared outside your account.
Family office reporting is often produced for a principal, a family council, or an investment committee — not external LPs. PEVCOS generates portfolio summaries and performance reports from your live data, formatted for the audience that actually reads them.
Family office data — deal terms, LP commitments, family member information — is uniquely sensitive. PEVCOS is built with this in mind: AES-256 encryption, role-based access controls, and a strict no-data-resale policy.
We are not a data broker. We don't aggregate family office data, sell it to third parties, or use it to train AI models without explicit consent. Your deal terms, family member data, and portfolio information are yours — permanently.
Flexible enough for multi-asset mandates. Secure enough for sensitive family data.