Chief of staff
Runs the agenda, keeps the follow-ups moving.
We help family offices
leverage AI the right way.
A true teammate
for your entire firm.
Ivy sits inside the team, with a name, an inbox and a seat at the Monday meeting, next to the people who already run your firm.
Six roles, one hire.
Controller
Reconciles the books, tracks capital calls, and closes the quarter.
Analyst
Models, benchmarks, and writes the memo with a citation on every line.
Investor relations
Drafts the LP letters, answers the questions, keeps the data room current.
Engineer
Wires the tools together, keeps the data clean.
Executive assistant
Owns the calendar, the inbox, the travel and the follow-ups.
Get it done, better and faster.
Ivy works proactively on the tasks you teach her and she never forgets how you like them done.
Takes ownership
Takes a task from research to shipped: decides, builds, updates your tools, hands back something you can use.
Works across your company
Slack, Notion, HubSpot, Google Drive, Excel and Stripe — she finishes the work where it lives.
Gets better over time
She remembers your processes, decisions and preferences, and gets faster and more aligned every week.
Automate all
your workflows.
Every recurring job in the firm, taught once and run on schedule. Ivy comes built in with 100+ workflows she already does.
Quarterly LP letterDeal-flow screenBank-feed reconcileIC memo draftInbox triageCapital-call noticesMeeting debriefOne-pager builderExpense flagsData-room requestsManager one-pagersCash-position digestBoard pack assemblyVendor renewalsK-1 chasePortfolio-flash reportFamily-meeting agenda
AI that understands how
your firm thinks and works.
Integrations
Ivy connects to all your tools for one seamless working experience.
Firm's brain and soul
Ivy learns your ways of working and becomes the firm's AI operating model.
Training and education
White-glove implementation and hands-on training with our team of engineers.
Designed for family offices
Custom-built models and workflows for family offices and decision-dense firms.
Governance and approvals
Full permission controls and governance policies to streamline compliance.
Custom deployment
Your tenant, your cloud or on-premise. Ivy is deployed the way your firm requires.
“Ivy has become an essential part of our day-to-day work. She has become a true member of our firm and made our lives and work so much easier.”
Chris Zhang
Partner & CIO
Ascend Capital Family Office
A hire, not a seat.
One hire for the whole company, briefed like a person, not configured like software.
A seat in AI software
Memory and context
Remembers your firm, people and decisions
Blank page every session
Identity and access
Her own inbox, calendar and permissions
Logged in as you
Availability
Proactive, on a standing brief, 24/7
Waits for a prompt
Where she lives
Slack, email, Drive — where the work is
A separate tab
