// 01
Dashboard Intelligence
A consolidated view of NAV, allocation, liquidity and exposure by currency and jurisdiction. Updated quietly, in the background, as new statements arrive.
Superintelligence
for the investment
office.
A private intelligence layer for the office that holds the ledger. It learns the way you work — your funds, your counterparties, your covenants — and answers to the people you trust, on the terms you set. Nothing leaves the room.
aum
$381.4M
▲ 4.1% qtd
dpi · q4
1.42×
▼ 0.08 vs plan
nav · 12-week
Total exposure in Swiss francs across the vehicles, please. And the Monaco property — is the Taxe Foncière handled this year?
CHF exposure is CHF 38.2M — approximately $42.6M at this morning's rate — held across the Geneva private banking line, two Helvetia trust arrangements, and one direct equity position. The Monaco Taxe Foncière is paid (March 14); the Taxe d'Habitation falls due in twelve days. Mr Ledoux has been notified.
CHF · steadyMonaco · 12 days11 sources, all citedFX · this morning
ask, in your own words
● Quarterly residency reviewrunning · 38s
● Property obligation calendarawaiting principal
● Fund report conciergescheduled · 06:00
● IC memo first draftcomplete · 2 min ago
— composed by our studio, performed for your office —
the agent · in your office
Ask in your own words. The house has the answer.
Every drawer, every document, every counterparty — drawn upon in a single sentence. The platform composes the answer from across the office; the principal reads it.
>ask, in your own words…⌘ ↵
capabilities
Everything your office holds, answering as one.
Eight studied disciplines — quietly trained on your ledger, your documents, your house glossary — so the answer the principal asks for is always the answer that lands.
// 02
Document Intelligence
Fund statements, trust deeds, tax filings, handwritten valuations. Read by the platform — tables, charts, footnotes — and made answerable in plain English with citations to the page.
// 03
Portfolio Intelligence
Drift, concentration, performance — surfaced as advisory notes, ranked by what actually deserves the principal's attention.
// 04
Multi-Jurisdiction
UK day counts. Monaco property taxes. Singapore residency. Every member, every border, in real time — never on a spreadsheet.
// 05
Asset & Obligation
Every property, holding, loan, guarantee and covenant in one ledger. Renewals, maturities and tax cycles, brought to you before they catch you.
// 06
Knowledge Profile
A living registry of your entity vehicles — trusts, foundations, SPVs, holding companies — alongside the house glossary, client preferences, and the rules only your office knows. The platform learns the way you work.
// 07
Deal Pipeline
From origination through diligence, IC memo and capital call to exit — quietly composed, citation-backed, and yours to edit before anyone else sees a word.
// 08
The Agent
A private, on-premise AI that draws across every discipline above. The principal asks; the office answers. Nothing leaves your network.
who we serve
One platform, three kinds of office.
The same private intelligence, composed differently for each house. Your vocabulary, your workflows, your walls — not ours.
// the family office
Family Office
The house ledger, the properties, the trusts, the people. Residency day counts, obligation calendars, and every document — held privately, answerable in plain words.
> how many UK days has the principal used this tax year?
// the investment office
Investment Office
Funds, vehicles, covenants and the deal pipeline — origination through diligence, IC memo and capital call — every answer cited to the page it came from.
> which holdings have a covenant maturing in 60 days?
// the broker agency
Broker Agency
Cases, clients and lenders in one room. Terms matched, term sheets drafted, files kept audit-ready — and counterparties invited only as far as the business goes.
> which lenders fit this case, and at what terms?
the product
Quiet software, seen for a moment.
The platform as it runs — the morning glance, the conversation, the vault. Unretouched.
how we work
Live in four quiet steps.
Implementation is our work, not yours. From the first conversation to a live office, your team spends time on what the platform delivers — not what it took to deploy.
01 · introductions
A first conversation
In person where we can. Listening before speaking.
02 · the inventory
We map the office
Vehicles, members, properties, advisors.
03 · the deployment
On your infrastructure
Private cloud or your data centre.
04 · it compounds
Quietly, week by week
Each document read, each rule learned.
first conversation→inventory of the office→private deployment→go-live→it compounds
skills · a fully-managed routineA standing routine, quietly
A standing routine, quietly
run on your behalf.
Our studio composes each routine, tunes it to your house, and operates it for you. Each Skill listens for a moment in your office — a statement reconciled, an agreement signed — and quietly assembles what should arrive next.
i. — what it is
A composed routine
Designed for your office. Not a feature; a piece of work the studio prepares and refines.
ii. — who runs it
Our team. Always.
We tune it, operate it, maintain it. You never write one. You never watch over one.
iii. — what you do
Read what arrives
A memo lands on your desk; you edit, forward, or sign off. Nothing is published without you.
triggeredon each new statement reconciled
Cashflow forecast
When a custody or fund statement is reconciled, the Skill rebuilds the next ninety days of cash. If the picture has materially shifted — a call brought forward, a distribution advanced, a tax liability now visible — a memo arrives. Otherwise, silence.
// the manifestcomposed by our studio
nameCashflow forecast
triggera fund or custody statement reconciled
attends to
- rebuild the next 90 days of cash
- inflows · distributions, dividends, coupons
- outflows · cap calls, tax, lifestyle
- flag any material shift against the prior view
deliversa memo — only when something has materially shifted
what arrives
Cashflow update — material shift detected
After this morning's custody reconciliation, the next ninety days have shifted. The Hyperion call has moved forward by eleven days. Distributions from Auriga III arrive ahead of plan, easing September's draw. The household tax liability is now visible.
in productiontuned to your housewe maintain it
triggeredon a signed agreement uploaded
Obligation onboarding
A signed agreement lands in the data room. The platform reads it cover-to-cover and surfaces every obligation it carries — cap calls, lock-ups, audit windows, tax filings — posts each one to the obligation calendar, and flags any conflict with what was already there.
// the manifestperformed for your office
nameObligation onboarding
triggerany signed agreement uploaded
attends to
- extract every obligation in the document
- cap calls · lock-ups · NDAs
- audit deadlines · tax windows
- post to the obligation calendar · flag conflicts
deliversa confirmation memo, with conflicts surfaced
what arrives
New obligations — Hyperion Series C
Eleven obligations have been read out of the signed agreement. The first cap call is dated 14 June. The five-year lock-up is now on the calendar. One conflict was found — the audit deadline overlaps with the existing Auriga close window.
in productionyour style, your tonenever published without you
anatomy of a skill
trigger
attends to
drafts
delivers
we design them ✦ we operate them ✦ you read what arrives
roles & access
Composed for the way the office is composed.
Every firm is a small society — principals, partners, advisors, operators, counterparties. Each sees only what is theirs to see, in the words your organisation already uses. Tailored at the office level, never off-the-shelf.
iTHE PRINCIPALPRINCIPAL
iiTHE PARTNERSRUNS THE BOOK
iiiTHE ADVISORSCOUNSEL
ivTHE OPERATORSTHE WORK
vTHE COUNTERPARTIESON BUSINESS
THE PRINCIPAL
// the principal · the keeper of the houseSee the whole houseunrestricted
Speak with the platformin plain words
Sign off, decline, deferwithout ceremony
Decide who else may enteryour call
// shaped to your house, not ourstailored on engagement →
Built quietly, kept that way.
A platform for houses that expect the same standard of privacy from their technology as they do from their advisors. The questions you ask of us are answered first by what we don't do.
- iSovereign by default. The platform lives in your environment. Your data, your keys, your control.
- iiQuiet by craft. No telemetry. No analytics on the principal. Nothing learned from your house, kept by us.
- iiiDiscreet by promise. We do not retain your documents. We do not say that you are a client.
- ivAuditable, on your terms. Every glance, every edit, every question — kept in a record that is yours to read, export, or hold close.
// our standing commitment
We do not retain your documents. We do not train on your house. We do not share that you are a client.
— You are not on our website, and we like it that way.
no telemetryno third-party sharingno training on your data
our standing promises
What we commit to, before we commit to anything else.
i.
Your data does not leave your house.
It lives where you keep your other ledgers — within walls you already trust.
ii.
We do not learn from what you give us.
No training. No analytics. No quiet improvements drawn from your house, applied elsewhere.
iii.
The record is yours.
Every action, every question, every answer — kept in a ledger that travels with you, always.
asked, plainly answered
Private AI for the office, in plain answers.
What "private AI" means for a family office, and what the platform does for investment offices and broker agencies — the short version.
What is private AI for a family office?
Private AI for a family office is an AI platform deployed inside infrastructure the office controls — its own network or a private tenancy — so documents, portfolio data and conversations never reach a third-party model provider. Super Chain runs this way: nothing leaves the room.
Can AI track covenants and obligations for an investment office?
Yes. Super Chain reads every signed agreement cover-to-cover and posts each obligation it carries — cap calls, lock-ups, renewals, filing windows and covenants — to one calendar, surfacing what is due before it lands rather than after.
Are there AI tools for mortgage brokers and lending cases?
Yes. For a broker agency, Super Chain keeps cases, clients and lenders in one room — matching terms to a case, drafting term sheets, and keeping files audit-ready, with counterparties invited only as far as the specific case allows.
Where does the office’s data go?
Nowhere. The model, documents, embeddings and audit trail all run on the office’s own servers or a private tenancy its IT team controls. Super Chain keeps no copy and receives no telemetry.
// next step
If your office is ready, we will come and meet it.
A first conversation, in person where we can. We listen to how the house works before we ever speak about the platform.
Request a demo
— a private conversation, on your terms —