// 01
Connect
Point Super Chain at the document vault, portfolio data and the systems you choose. It reads only what you allow.
private AI for financial firmsYour firm’s own AI.
Your firm’s own AI.
On your servers.
Super Chain reads your documents, portfolio and deal data, prepares the work and cites every figure to its source. Nothing leaves your network, and nothing goes out until you approve it.
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 —
how it works
How does Super Chain work?
Five steps, and a person stays in control at every one of them.
// 02
Ask
Ask in plain words, the way you would ask an analyst.
// 03
It prepares
It reads, compares and drafts the answer, table or report, and cites each figure to the page it came from.
// 04
You approve
Nothing is sent, filed or acted on until a person with the right role approves it.
// 05
It repeats
Set the work to run weekly or monthly, with each run held for review.
where it runs
Where does it run?
// production
On your servers
Installed on infrastructure your firm controls, on-premise or in your private cloud. Models, data and the audit trail stay in your network. What runs in-house →
// first 30 days
The 30-Day Pilot
One vehicle’s documents on an isolated deployment we host, so your team can ask real questions for 30 days before anything is installed. Start the pilot →
Nothing leaves your network · Nothing is sent until you approve it · Every answer shows its source
the agent · in your office
What can you ask it? Questions about your own documents and data.
>ask, in your own words…⌘ ↵
capabilities
What does Super Chain do? Reads, tracks and answers across your records.
// 01
Dashboard Intelligence
NAV, allocation, liquidity and currency exposure, updated as statements arrive.
// 02
Document Intelligence
Statements, deeds and filings, read down to the footnote and cited to the page. It also tracks the obligations you owe.
// 03
Portfolio Intelligence
Drift, concentration and performance, ranked by what needs attention.
// 04
Multi-Jurisdiction
Day counts, property taxes and residency for every member. 88% of family offices hold bankable assets in two or more jurisdictions (source: UBS Global Family Office Report, May 2026).
// 05
Asset & Obligation
Every property, loan and covenant in one ledger, flagged before it falls due.
// 06
Knowledge Profile
Your trusts, SPVs and holding companies, plus the house glossary and rules only your office knows.
// 07
Deal Pipeline
Origination to exit, with cited IC memos you edit before anyone sees them.
// 08
The Agent
One on-premise AI across all of the above. Nothing leaves your network.
suites
Who is it for? Investment and wealth firms, family offices and brokers.
Every house, one answer.
Properties, trusts, people and every document across jurisdictions, answerable in plain words.
> how many UK days has the principal used this tax year?
- Day counts, property taxes and residency for every member
- Entity registry, house glossary and house rules
- Statements and deeds read down to the footnote, cited to the page
fully customised
Is it set up for our firm? Yes, every deployment is.
Every deployment is configured to the client, down to the model it runs.
// 01
Your roles
Your titles and permissions, not a fixed admin/user split.
// 02
Your workflows
Skills written for your routines, in your house style.
// 03
Your documents
Extraction tuned to your statements, deeds and term sheets.
// 04
Your pipeline
Your deal types, stages and review rules.
// 05
Your systems
Connected to the tools you already run.
// 06
Your model
The AI model and hosting your IT team chooses.
the product
What does it look like? A dashboard, a chat and a document vault.
how we work
How do we get it running? Four steps, done by our team.
We do the implementation, not your team.
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 routine
What are Skills? Routines that run work on your behalf.
Each Skill waits for an event, such as a statement reconciled or an agreement signed, and drafts what should arrive next.
triggeredon each new statement reconciled
Cashflow forecast
Rebuilds the next ninety days of cash. A memo arrives only when the picture 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
Reads the agreement cover to cover, posts every obligation to the calendar and flags conflicts.
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
we design them ✦ we operate them ✦ you read what arrives
roles & access
Who can see what? Each role sees only its own work.
Each person sees only what is theirs to see.
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 →
How is the data kept safe? Your environment, your keys, your model.
- iSovereign. Your environment, your data, your keys.
- iiQuiet. No telemetry, no training on your data.
- iiiDiscreet. We keep no documents and never name our clients.
- ivAuditable. Every question and edit, in a record you own.
// 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
built for a family office
Where is it running today? At a family office, on its own infrastructure.
Super Chain was built for a family office whose documents could not leave the office: an LLM with retrieval over financial research, macro data and portfolio holdings, with the model chosen per office, running on the office’s own infrastructure. Every answer is cited, so a principal can check the working.
asked, plainly answered
What do firms ask before they start?
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.
Can Super Chain be customised for our office?
Yes, in depth. Each deployment is configured per client: its own roles and permissions, workflows written for its routines, document extraction tuned to its paperwork, its own deal types and stages, connections to the systems it already uses, and the AI model it chooses.
Is private AI compliant for a family office in Hong Kong, the UK or the US?
Super Chain keeps documents, models and the audit trail on infrastructure the office controls, which is what data-protection and financial rules in each market care about: PDPO and SFC guidance in Hong Kong, UK GDPR (enforced by the ICO) and the FCA in the UK, and the SEC’s Reg S-P in the US. The platform does not make an office compliant; the office’s compliance team decides.
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.
// the next step
The 30-Day Office Memory Pilot
We load one vehicle’s documents onto a dedicated, isolated deployment hosted by Super Chain, with an enterprise model API. Your team asks real questions of them for 30 days, and each answer comes back cited to the page it came from. Production deployments run on-premise, on the office’s own infrastructure.
Choose a time below to scope the pilot with us. If you would rather see the platform first, book a private demonstration.