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Copia Removes Collaboration Barriers

for Wealth Owners and their Managers

The average number of managers that ultra-high net worth individuals and family offices have is seven.            Many have upwards of twenty.

It is a common source of pain understanding which managers outperform, which are innovating vs. stagnating.          On top of this, it's hard to identify what should be priority topics of inquiry with each manager.

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Patron Profile

Amanda is a 54-year-old VC with a passion for tech startups. She's married with three adult children, each of which is budding entrepreneurs themselves. She holds diverse asset classes, including real estate, private equity, private stock, from her early career. Amanda has a strong finance background and intuitively understands what makes good investment sense.

Amanda has a range of managers handling various aspects of her portfolio. She gets statements regularly, but she can never tell who's doing well or not. She hates logging in to all of the advisor portals. Her executive assistant tries to consolidate her documents once a quarter.



  • She has 13 alternative asset managers, all with different specialties that she wants to regularly benchmark and analyze.
  • Her most significant asset class is venture capital; she has over seven funds that vary in stage, geographic, and industry focus.

  • The "raw numbers" aren't an issue, but the trendlines are hard to substantiate.

  • She is worried some managers are feeding on her balance sheet but are clever about obfuscating it.

  • She feels like she "never logs in" to her current system and wants to regain tighter control (without going through her managers to understand her wealth.)
Assets Under Intelligence - Amanda

The Copia Journey

Amanda's journey is not unusual. Within the first two weeks of onboarding, Copia:

Connected all investor portals and pulled data from bank accounts and public stock data.
Connected all investor portals and pulled data from bank accounts and public stock data.
Consumed five years of historical documents across all her managers to get a complete picture of the trends.
Consumed five years of historical documents across all her managers to get a complete picture of the trends.
Benchmarked managers, their properties, and portfolios against one another to better understand their performance.
Benchmarked managers, their properties, and portfolios against one another to better understand their performance.
Provided several practical manager feedback frameworks to use alongside Copia to hold regular account reviews with each manager.
Provided several practical manager feedback frameworks to use alongside Copia to hold regular account reviews with each manager.
Added two family office employees with read-only access so they can advise on the situation.
Added two family office employees with read-only access so they can advise on the situation.
“Before Copia managing my capital calls was a nightmare. I spend hours and hours trying to do reliable cash forecasting, but it rarely is. Copia makes it way easier to understand what my current cash situation is and what is coming up in as real-time as possible, which makes me happy.”
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Amanda S.

Tech Venture Capitalist

Success Metrics

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

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Smart Portfolio Re-Distribution
Confidently sold fifty percent of the real estate portfolio and re-allocated those funds to higher-performing alternatives.
Planning
Making a Plan
Created a ten-year plan for each manager and signed an investment policy statement with family members. Empowered the two family office employees to make decisions on her behalf and receives much cleaner reporting as a result.
Review
Efficiency
Reduced manager review sessions from two hours to one. Daily log-ins with renewed confidence about portfolio decisions.

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.

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