AI-powered investment portfolio management that consolidates listed and unlisted assets, automates document processing, and delivers the insights you need.
Diversified portfolios across multiple asset classes create operational complexity that existing tools weren't designed to solve.
Purpose-built for family offices managing diversified portfolios across listed and unlisted investments.
A customisable single view of your entire investment portfolio. Track current value, capital calls, distributions, and performance benchmarks at a glance.
Automatically extract transactions and holdings from PDFs, statements, and notices. Self-learning templates improve accuracy over time.
Track all investment positions across entities and portfolios. Manage capital calls, distributions, and transaction history in one place.
Generate professional portfolio reports with performance analysis (XIRR, MOIC, TWR, and more), benchmarking, and investment summaries.
Trace every number back to its source document. See exactly how aggregated values are calculated, ensuring complete transparency and auditability.
Ingest data from email, cloud storage, open banking, and financial advisor platforms. Automatic categorisation and record extraction.
Our agentic architecture processes your investment documents through an intelligent pipeline — no manual data entry required.
Raw records are extracted from source documents and stored in an immutable append-only ledger.
Duplicate records are detected and marked using unique record identifiers (RUID).
Semantic grouping joins records related to the same economic event, forming record relations.
Authoritative records are formed for use in aggregations, projections, bank reconciliations and reporting.
Currency conversions, transformations, and calculations produce the final presentation data.
Enterprise-grade security infrastructure, hosted in Australia, meeting the highest standards of data protection.
We handle the heavy lifting so you can be up and running quickly.
We upload your existing investment documents and reconcile all portfolio data. Timeline depends on the number of investment positions and extent of history.
6 – 12 weeksHands-on training sessions to get your team comfortable and confident using Caprimo.
2 – 3 weeksDedicated customer success manager to provide ongoing support and assistance during Australian business hours.
ContinuousSee how Caprimo can consolidate your investment data, automate manual processes, and deliver the insights your family office needs.