Chief of Staff
Runs the principal’s week. Agendas, follow-ups, and the decision memos that never got written.
The AI operator for family offices
Meet Ivy.
Your new AI hire.
Ivy is your firm’s new team member — one hire that does the work of three to five, at a fraction of the payroll. She runs on your protocols, in your tools, and reports every step.
AUM tracked$2.48B
Runs today47
Hours saved · wk31.5
Active runs
| Protocol | Role | Status | Time |
|---|---|---|---|
| Quarterly LP letter | IR | Live | 09:41 |
| Bank-feed reconcile | Controller | Live | 09:38 |
| Deal-flow screen | Analyst | Queued | 09:30 |
| Board-pack assembly | Chief of Staff | Done | 08:52 |
| Manager scorecards | Analyst | Review | 08:17 |
9:41Today
AUM tracked$2.48B
Runs today47
Active runs
- Quarterly LP letter09:41
- Bank-feed reconcile09:38
- Deal-flow screen09:30
- Manager scorecards08:17
Hours saved this week31.5
9:41
IvyAPP
C
Ivy — can you prep the Q3 distribution memo before Thursday’s call?
Done. The draft memo and schedule are in the vault:
X
Three line items are flagged for review. Approve and I’ll circulate it to the family.
✓ 2C
Perfect — approving now.
Message Ivy↑
3–6Roles absorbed by one teammate
7Days from kickoff to live
10–20×Return on the payroll she replaces
40+Workstreams ready on day one
The problem
Time is valuable
Don’t spend it on
non-partner work.
Family offices run in a hiring dead zone: more work than the team can carry, but too lumpy, too varied, and too senior to hire for. So the principal does it — at midnight.
- 01The AI you already bought has no memory of you
Copilot, ChatGPT Enterprise, a generative-AI pilot — nothing returned to the P&L. The diagnosed cause, every time: context that never sticks.
- 02AI spend is scattered across seats and token bills
Eleven subscriptions, no owner, nothing compounding. Every tool starts from zero again on Monday morning.
- 03The firm’s memory lives in inboxes and in people’s heads
Why the family passed on that manager in 2018. How the trust is structured. Which broker to call in Zurich. When people leave, it leaves with them.
- 04You want to be AI-native — and nobody will own it
A ten-person office has no CTO to run AI as a platform, and no appetite for a pilot that dies in month two.
One hire, six seats
One teammate.
Six roles on the org chart.
Ivy doesn’t sit in one seat. She moves across the org chart as the work demands — every role running on your firm’s protocols, with an audit trail behind every task.
Controller
Chases the bank feeds, reconciles the books, preps approvals, and flags the expense nobody can explain.
Analyst
Screens deal flow, builds the one-pagers, and has the numbers ready before Monday’s meeting.
Investor Relations
Drafts the quarterly letters, answers every data request, and keeps each LP conversation warm.
Engineer
Wires up new data sources, keeps the integrations healthy, and automates what she did yesterday.
Executive Assistant
Inbox triage, scheduling, travel — the thousand small threads that used to eat the day.
“Since we started working with Ivy she has taken over the work of six full-time roles. We are ten times more productive — and more effective.”Christian — Partner, Ascend Family Office
Protocol library
Set up 40+ tasks in seconds.
Built custom to your firm.
Battle-tested across IR, sourcing, deals, marketing, and operations. Pick the ones that match your firm — we build the rest with you.
Quarterly LP letterDeal-flow screenBank-feed reconcileIC memo draftInbox triageCapital-call noticesMeeting debriefsOne-pager builderExpense flagsData-room requestsManager scorecardsCash-position digestBoard-pack assemblyDiligence trackerInvoice approval prepNews monitoringTerm-sheet compareTravel & schedulingDistribution memosLP onboarding packVendor renewalsK-1 chasePortfolio flash report+ Yours — built with you
The difference
A true company brain.
Not just a chatbot.
Ivy runs on the world’s best models — then adds what a real hire needs: memory, identity, and a place on your channels.
Claude Desktop Ivy
Memory & context✕Single-thread context. Forgets your firm between sessions.✓Four-layer memory model — full firm context, always retained.
Identity & access✕One personal login. No roles, no oversight.✓Firm-wide identity with approval levels set at setup.
Availability✕Runs only while the app window is open.✓Always on — keeps working while your laptop sleeps.
Where she lives✕A desktop chat window.✓Slack, Telegram, WhatsApp, iMessage, and email.
Onboarding
Live in two weeks.
Tailored to your firm.
No engineers on your side, no change program. One operator from our team, a fortnight, and a teammate who already knows the firm.
- 1Days 1–3
Vault build
We build the vault: identity files for your people, entities, projects, and CRM. Ivy starts by knowing your world.
- 2Days 4–8
Protocol intake
You pick from the 40+ library. We calibrate each protocol to your voice and your firm’s way of working.
- 3Days 8–11
Channel auth
Gmail, calendar, Slack, Telegram, CRM — every connection logged, permission-scoped, and fully reversible.
- 4Days 12–14
Calibration & go-live
A senior operator runs the first live protocols beside you. By day fourteen, Ivy ships on her own.