Visualize trusts, map the estate.

Simplify your wealth and ensure all stakeholders are equipped with the tools they need to manage complex investment structures, forecast capital needs, and streamline collaboration. 

Turn down the noise and put wealth to work. 

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Product Lineup - Specialized Planning

Reduce complexity in your office and your life.

Managing a family’s wealth is hard. Keeping family members and stakeholders informed and on the same page is even harder. How do you plan to stay on top of the complex web of legal structures, investment accounts, and strategies? You need a centralized system that cuts through intel fragmentation, breaks down inefficiencies and declutters your inbox. 

Income
Income
Chart historical income across asset classes.
Liabilities
Liabilities
Track outstanding liabilities and associated details.
K-1 Tracker
K-1 Tracker
A single location to access, organize and summarize the receipt status and totals for all your K-1s.
Portfolio Value
Portfolio Value
Graph your market value and Net Investment.
Cap Calls
Capital Calls
Map upcoming capital calls and actively adjust expectations.
Entity Map
Entity Map
Your entity structure and ownership details for each.
Correlations
Correlations
Chart your assets’ correlation to selectable benchmarks and filter by asset class.
Comparables
Comparables
Compare your portfolio allocations to several industry allocations.
Illiquid
Illiquid Breakdown
Tracks your illiquid assets and performance details for each.
Benchmarks
Benchmarks
Compare the performance of your portfolio against benchmarks

Visualize and Manage Your Entire Legal Structure

The Entity Map allows you to build and visualize the entire legal structure of your family office. Each node houses accounts, assets, contacts, metadata, and documents, functioning as a comprehensive estate planning companion. Understand the relationships and dependencies within your strategy and ensure nothing is overlooked.

Specialized Planning 1

Forecast the Future

Advanced scheduling and forecasting tools for capital calls help you manage cash flow with confidence. By predicting future cash needs and organizing capital calls efficiently, you can avoid liquidity issues and ensure your investments are adequately funded.

Specialized Planning 2

Streamline Family Collaboration 

Planning tools designed to optimize the collaboration between family offices and their various investment managers, whether they are fund administrators or individual managers. Track manager thesis, strategy, and performance and provide family members access to foster transparency and ensure everyone is aligned with the overall strategy.

Specialized Planning 3

Features

Map Entities

Visualize your entire legal structure and family tree.
Map Entities

Track Alternatives

Track your alts including real estate, VC, and crypto.
Track Alternatives

Capital Calls

Organize your capital call windows to manage cashflow.
Capital Calls

Account Connections

Connect your bank accounts and investor portals.
Account Connections

Document Intelligence

Use natural language to ask questions in your statements.
Document Intelligence

Real Estate

Visualize your real estate with interactive maps. 
Real Estate

Manager Reporting

Benchmark managers & firms, segment further with asset tags.
Manager Reporting

Biometric 2FA

Enterprise-grade security keeps documents and data secure.
Biometric 2FA

AI/ML Data Ingestion

Extract data & values from many common document types.
AI/ML Data Ingestion

Notifications

Get real time alerts about important activity.
Notifications

Lens API

Develop your own lenses using data from everywhere.
Lens API

Performance Reporting

Metrics that matter including NetIRR, TWR, and TVPI
Performance Reporting
Our Patrons

Trusted with over 11,000 alternative investments

From the recently liquid, to the CEO turned allocator, our clients come from all walks of life and are really into alternative investing.

“Copia has exceeded my expectations and changed how I manage my wealth, giving me a wide view of my portfolio and the helps me make data-driven decisions.”
Testimonial Two
Anonymous Patron
“I was initially hesitant, given my experience with other systems that failed to meet my needs. However, I was pleasantly surprised by Copia which has helped me streamline our operations.”
Testimonial Three
Anonymous Patron
“I have tried many tools, but I have yet to come close to the sophistication and flexibility offered by Copia.”
Testimonial One
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