K-1 tax tracker
Chases fund admins for missing K-1s, keeps the tracker current, and escalates what is late.
The AI operator
for family offices
Learn why modern family offices & investment funds trust Ivy to run their firms.
Ivy is your new team member.
She knows your workflows, takes over what you delegate, and works proactively. So you can do what you do best.
3–6FTE worth of
AI labor added
7Days from kickoff
to live
10×Return on
investment in AI
100+Workstreams
on day one
She works
where you work.
Ivy lives in your inbox, your calendar and your files. Send her an email, forward a thread, drop a document in the shared drive and she picks it up like anyone else on the team.
Talk to her
like an employee.
Ivy takes on any kind of work, is proactive and works 24/7. Email her a deck and a one-line ask, the way you would a senior team member. She asks the questions a good hire asks, then gets on with it.
She already
knows your business.
Ivy learns how your firm actually operates. How the entities, the people, the way you like a memo written and works to your investment philosophy, not a generic one.
She’s fully
custom to your firm.
Ivy is deployed into your firm, your tenant, your tools, your controls. She connects to what you already use, and nothing she learns ever leaves your walls.
She’ll work while you sleep.
Give Ivy a standing brief once. She runs it on schedule, every time, and only wakes you when something needs a decision.
Morning briefing
Overnight markets, news on your holdings and the day's calendar, one email, in your inbox before coffee. Custom built to your flows.
Inbox triage
Sorts what came in, drafts the routine replies, and routes the three things that actually need you. You just need to approve & send.
She hands you the finished thing.
Ivy is proactive and gives you the actual deliverable, in the format you need it in.
Dashboard
A live board for the family — net worth, liquidity, allocation — refreshed nightly.
Tracker
Capital calls, K-1s, deal flow, renewals: every pipeline in one place, always current.
Report
Quarterly letters and IC memos, cited to source, in the firm's own voice.
Decks
Board-ready slides in your template — highlights, financials, presence.
Spreadsheets
Models and reconciliations with the formulas intact, not a pasted table.
Websites
A private microsite for the next family meeting or a co-invest.
She asks for
your approval.
Nothing leaves the firm without your sign-off. Ivy prepares, you decide — one tap to approve, edit or send it back with a note.
Ivy is a hire, not a subscription.
Ivy
A deployed teammate, custom to your firm
- Onboarded to your firm, files and philosophy
- Takes work end to end — draft, chase, deliver
- Works proactively on a standing brief, 24/7
- Lives in your inbox, calendar and drive
- 100% private and secure — no data leaves your four walls
- Your tenant, your controls, no model training
- A named deployment lead and a 30-day plan
An AI subscription
A seat in someone else’s chat window
- Blank page every session — you carry the context
- Answers questions; you still do the work
- Waits to be prompted
- Copy-paste in, copy-paste out
- Your data leaves your walls and trains their models
- Shared infrastructure, vendor terms
- A help centre
