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/Intelligent Forecasting and Analytics
Methodology
Nobel-Winning
Coverage
Cash Flow to Optimization
Forecast Horizon
10 Years
Every allocator eventually asks the question: "Would I have been better off in public markets?" Until now, answering it required exporting data, firing up a spreadsheet, and cobbling together an analysis manually.
// PME Benchmarking lets you build a benchmark portfolio of public tickers — SPY, AGG, anything — and compare it against your private allocations. Forward-looking projections model capital calls, distributions, and performance scenarios for up to a decade. If you're wondering who else in the family office technology space offers this: no one. We checked. This isn't a feature bolted onto a ten-year-old architecture. It's a different design philosophy — one built from the assumption that complex family portfolios require a fundamentally different kind of platform.
The Method
// The private markets are projected to reach $60–65T by 2032, but the tools managing that capital were built in the pre-AI era. Portfolio construction decisions worth hundreds of millions are still made with intuition and static models. We built the first optimization engine in family office technology powered by the same Modern Portfolio Theory that earned Harry Markowitz the Nobel Prize in Economics.
Our solution
// Drawdown vehicles are complex – forecasting a portfolio of them can be a nightmare - leaving you in the dark, wondering if you have deployed too much or not enough. Now you can model your liquidity projections and determine how your expectations align with your global liquidity requirements.
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