<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=6527724&amp;fmt=gif">
gold maze2 1

Copia Removes Collaboration Barriers for Wealth Owners and Their Managers

Empowering Wealth Owners to Benchmark, Analyze, and Optimize Their Manager Relationships

With an average of seven managers—and sometimes over twenty—ultra-high-net-worth individuals and family offices often struggle to maintain clarity and efficiency in their wealth management. It’s challenging to track which managers are outperforming, which are innovating, and which may be underperforming or obfuscating their results. Identifying priority topics for review becomes a daunting task, leaving wealth owners feeling disconnected from their portfolios.

For Amanda, a seasoned venture capitalist with a diverse portfolio and a passion for innovation, Copia transformed her ability to collaborate effectively with her managers and regain control of her wealth.

← Back to All Case Studies
copia-collaboration-barriers-small

Patron Profile

Amanda, a 54-year-old venture capitalist, has built a legacy in tech startups and early-stage investments. Married with three adult children—all budding entrepreneurs themselves—Amanda’s portfolio spans multiple asset classes, including real estate, private equity, and private stock from her early career. With a strong finance background, Amanda intuitively understands what makes good investment sense but finds herself frustrated by the inefficiencies in her wealth management process.



  • Managing 13 alternative asset managers, each with different specialties, required regular benchmarking and analysis.
    With seven venture capital funds varying in stage, geography, and industry focus, Amanda struggled to compare performance metrics effectively.
  • While she received regular statements, identifying trendlines and substantiating long-term performance was difficult.
  • She worried that some managers were leveraging her balance sheet without providing full transparency.
  • Amanda felt disconnected from her wealth, frustrated by her inability to track her portfolio without relying on manager portals or her executive assistant’s quarterly document consolidation.
Screenshot - Portfolio 3

The Copia Journey

Amanda’s experience with Copia is a testament to how quickly the platform can address complex wealth management challenges. Within the first two weeks of onboarding, Copia delivered transformative results:

Seamless Data Integration

Copia connected Amanda’s investor portals and aggregated data from her bank accounts, public stock holdings, and alternative assets, giving her a unified view of her wealth.
Seamless Data Integration

Historical Analysis

 By ingesting five years of historical documents across all her managers, Copia provided a comprehensive picture of trends and long-term performance, empowering Amanda with actionable insights.
Historical Analysis

Manager Benchmarking

 Copia’s benchmarking tools analyzed each manager’s properties, portfolios, and strategies, enabling Amanda to identify outperformers and underperformers with clarity.
Manager Benchmarking

Actionable Feedback Frameworks

Copia equipped Amanda with practical manager feedback frameworks, making her regular account reviews more effective and fostering accountability with her managers.
Actionable Feedback Frameworks

Team Collaboration

Amanda added two family office employees with read-only access, ensuring they could assist her in monitoring and advising on her wealth without compromising security.
Team Collaboration
“Before Copia, managing my capital calls was a nightmare. I spent hours trying to do reliable cash forecasting, but it rarely worked. Copia makes it way easier to understand my current cash situation and what’s coming up in real time. That level of clarity makes me happy.”
copia-case-study-preview-collaboration-barriers
Amanda S.

Tech Venture Capitalist

Success Metrics

Success is defined differently by every Patron. For Amanda, success looks like:

Real Estate-1
Smart Portfolio Re-Distribution
Amanda confidently sold 50% of her real estate portfolio and reallocated the funds to higher-performing alternative investments, aligning with her long-term strategy.
Planning
Making a Plan
With five years of historical analysis, Amanda identified which venture capital funds were consistently outperforming and shifted capital accordingly.
Review
Efficiency
Amanda reduced her reliance on fragmented manager portals and quarterly document consolidation, saving an estimated 15 hours per month.

Discover What Success Looks Like For You 

Copia helps investors and wealth owners be more effective stewards of capital. Get in touch and we'll show you how to increase confidence and reduce errors.

Fine Print

Our Patrons come from a wide variety of backgrounds, experiences, and family configurations. Many experience similar challenges managing their wealth. We submit that our case studies are reflective of a typical user and their situation. Due to our patrons' highly confidential nature, we've chosen to fictionalize details about accounts, names, marriage status, and net worth.

← Back to All Case Studies