Family Office

Better Manage Your Deal Pipeline

Put your finger on the pulse of your portfolio.

If you are like most family offices, some portion of your capital is deployed into a variety of alternative investments.  Unfortunately, a lack of standardization makes managing your alternative asset portfolio a manual time consuming process.  Whether your capital is deployed in private equity, real estate, or social impact ventures, StageXchange’s Portfolio Manager saves time and reduces manual tasks.

Streamline Deal Due Diligence

Due Diligence Done Right.

Stop wasting time piecing together the various aspects of a potential investment. Choose what information is presented to you and in what format. Lower deal risk through standardization and make it easy to collaborate with other stakeholders. With StageXchange’s Digital Deal Books, all relevant deal information is aggregated into a single interactive portal eliminating manual tasks and saving time. Leverage our technology to gain a holistic view of an opportunity. Integrate critical 3rd-party vendors to ensure you have timely accurate information. Quickly de-risk investments by stress testing key assumptions with our One-Click sensitivity tool.

Simplify Syndication / Co-Investment

Syndication made simple

The process of syndicating a private equity deal can be time consuming and cumbersome. Today sharing large amounts of confidential information with another family office is a burden. Dumping all relevant information into a Dropbox only slows the process and wastes time. By utilizing a Digital Deal Book inside your own private marketplace, you can easily share opportunities with selected parties. Embedded communication tools make it easy to collaborate with other interested parties which help to speed due diligence and eliminate redundant effort.

Integrated Document Management

Make it easy to present and review key documents
Stop wasting time endlessly searching through virtual data rooms like Dropbox looking for critical information. Due to a lack of standardization and naming conventions, many people needlessly waste time downloading PDFs that have nothing to do with what they are looking for. With StageXchange’s integrated document management system, key documents can be easily organized and presented without ever requiring downloading. Other supporting documents can be neatly organized into appropriate sections of our Digital Deal Books. However if you prefer, we can connect your existing Dropbox, Intralinks, or Box account directly to your Digital Deal Book with our API.

Automatically Track & Organize Deal Related Email

Reduce inbox clutter
Quit wasting time searching through your inbox trying to find that K1 or status update. Make StageXchange your single system-of-record for conventional and alternative assets. Reduce the volume of emails in your inbox by having them automatically loaded into your Digital Deal Books with a designated StageXchange email account. Utilize our API to connect your inbox to CRMs like Salesforce on Hubspot to better manage all communications.