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How Entrepreneurs Leverage Copia to Manage Global Portfolios and Unlock Insights

Streamlining Wealth Management for Entrepreneurs Focused on Family and Growth

Managing a global portfolio while fostering shared family values can feel overwhelming for even the most successful entrepreneurs. For Levi, a seasoned entrepreneur with a passion for real estate and family legacy, Copia made this process seamless.

Entrepreneurs like Levi – driven by innovation and growth – often face a challenge when it comes to managing and preserving the wealth they’ve worked so hard to create. Despite their diverse skills, many rely on a combination of family office software and spreadsheets to track their investments, which can be inefficient and fragmented. What they share is the desire for clarity, efficiency, and a deeper understanding of their financial strategies.

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Patron Profile

Levi, a 50-year-old entrepreneur, turned his innovative ideas into wealth by founding and exiting three successful companies. His last exit, in 2018, solidified his position as a leader in his field. Married with three adult sons, Levi emphasizes shared family values and succession planning, ensuring his wealth creates opportunities for generations to come.

Levi’s true passion is real estate. Over the years, he has invested in 28 properties across four countries, creating a portfolio as diverse as his entrepreneurial ventures. However, managing such a vast portfolio, while also maintaining alignment within his family, presented unique challenges.



  • His global portfolio was growing, but fragmented systems made it hard to stay organized.
  • He struggled to consolidate critical property details like maps, photos, manager notes, and property values.
  • Family meetings lacked structure, making succession planning and shared decision-making difficult.
  • He needed a way to forecast cash flow and manage capital calls effectively.
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The Copia Journey

Levi’s journey with Copia began with a clear goal: streamline his wealth management so he could spend less time on administrative tasks and more time with his family. Within the first two weeks of onboarding, Copia transformed how Levi managed his portfolio:

Consolidated Portfolio Management

Copia integrated all 58 of Levi’s properties into a single dashboard, complete with maps, photos, property values, and manager contact details. For the first time, Levi had a comprehensive view of his real estate investments at his fingertips.
Consolidated Portfolio Management

Family Access and Alignment

Copia’s entity-based permissions allowed Levi to set up read-only access for his wife and three sons. This transparency helped align the family, fostering a shared understanding of their wealth and responsibilities.
Family Access and Alignment

Efficient Family Meetings

Using Copia’s structured frameworks, Levi’s family meetings became more productive and goal-oriented. Everyone left with clear action items and a deeper sense of involvement in their shared legacy.
Efficient Family Meetings

Novel Insights and Cash Forecasting

Copia’s forecasting widget provided Levi with actionable insights, enabling him to plan ahead for $2M in upcoming capital calls. This level of foresight helped Levi make strategic decisions with confidence.
Novel Insights and Cash Forecasting
“Before Copia, I spent more time juggling spreadsheets and emails than focusing on what mattered—my family and my future. Now, everything is in one place, and I finally feel in control of my portfolio.”
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Levi. B

CEO

Success Metrics

Levi’s success with Copia can be measured in three key areas:

Family Time
More Family Time
By streamlining portfolio management, Levi reclaimed 10 hours a week to spend with his family.
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Tracking His Real Estate
Levi’s 28 properties are now tracked in a single dashboard with real-time updates, detailed notes, and comprehensive insights.
Cash Forecasting
Better Cash Forecasting
Copia’s forecasting tool allowed Levi to plan ahead for upcoming capital calls, ensuring he could make informed decisions without surprises.

Discover What Success Looks Like For You 

Levi’s story isn’t unique. Entrepreneurs with global portfolios often face similar challenges in consolidating data, managing entities, and aligning family members. Copia provides the tools to overcome these hurdles and unlock new opportunities for growth, clarity, and peace of mind.

Whether you’re managing a handful of properties or navigating a complex web of investments, Copia’s platform is designed to help entrepreneurs like Levi streamline their wealth management and focus on what truly matters.

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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