The AI-Native Operating System for Family Offices
Replace spreadsheets, email chains, and quarterly fire drills with agentic workflows that work continuously.
Your team spends weeks assembling quarterly reports from PDFs that arrived late.
Capital call wires get forwarded between three people.
K-1s trickle in and nobody knows which ones are missing until the tax deadline.
Fee invoices go unchecked because there's no time to compare them against side letters.
Month-end reporting takes weeks of manual assembly
GPs are late with documents and nobody's tracking it
Concentration breaches discovered at quarterly review, not in real time
Fee overcharges accumulate undetected across dozens of funds
Ingest. Monitor. Act. Always running.
Three integrated layers that cover data ingestion, portfolio monitoring, and autonomous action from end to end.
Every document. Structured. Traceable.
PDFs, emails, and custodian feeds flow into Vintage automatically. AI extracts structured data from capital calls, distributions, statements, and more — with provenance so you see exactly where every number came from.
Agents that never sleep.
Agents watch your portfolio around the clock. They flag concentration risk, stale valuations, fee discrepancies, and liquidity pressure — before your quarterly review.
From signal to action, automatically.
When something needs attention, agents handle it. Chase a GP for a missing document. Notify parties on a capital call. Generate a client report. Prepare briefing notes for a meeting.
10 agents that run your office while you run your portfolio.
Each agent is purpose-built for a specific family office workflow, working together as a unified, always-on operating layer.
Document Chaser
Auto-chases GPs for overdue documents
Capital Call Workflows
Orchestrates capital calls fully
Performance Monitor
Flags funds drifting from benchmarks
Exposure Monitor
Alerts on concentration limit breaches
Liquidity Monitor
Identifies liquidity risk and lock-ups
Tax Tracker
Tracks K-1 receipt and auto-chases
Cash Flow Forecast
Projects 90-day cash with alerts
Commitment Pacing
Models unfunded commitment pressure
Fee Audit
Flags overcharges vs. contract rates
Client Reporting
Auto-generates quarterly reports
Every document, extracted and verified.
Upload a PDF and AI extracts every field into structured data. Click any field to see exactly where it came from in the original document. Edit, approve, and the data flows straight into your portfolio.
- •Capital calls, distributions, quarterly statements, K-1s, PPMs, and more
- •Side-by-side PDF viewer with provenance highlighting
- •Approve once — data populates across the platform
Your portfolio watches itself.
Portfolio agents run continuously against your thresholds. When performance drifts, concentration spikes, data goes stale, or liquidity tightens — you know immediately, not at the next quarterly review.
- •Configurable thresholds for every metric that matters
- •Severity-based alerts with recommended actions
- •Full audit trail on every alert
Ask your portfolio anything.
Three AI copilots trained on your data. Get instant answers on performance attribution, concentration risk, compliance status, fee analysis, and liquidity projections — without opening a spreadsheet.
- •Portfolio Copilot for holdings and performance
- •CIO Copilot for fees, cash, and strategy
- •Compliance Copilot for limits, staleness, and policy
Manage 1 family or 50. Same platform.
Vintage supports both Single Family Offices and Multi-Family Offices with full data isolation between families. Firm-level views consolidate AUM, exposure, and compliance across all clients. Cross-family agents prevent duplicate GP chases and enable consolidated reporting.
- •Firm dashboard with total AUM, family breakdown, shared GP exposure
- •Cross-family document chaser: one chase per GP, not per family
- •Role-based access at org and family level
- •Client portal for family member visibility
$1.115B
Total AUM
4
Families
12
Active Agents
The Anderson Family
$420M
Meridian Capital Trust
$310M
Whitmore Foundation
$205M
Carver Private Office
$180M
Cross-family GP Chase Active
3 GPs shared across 2+ families. Saved 6 emails.
Built for regulated wealth management.
Enterprise-grade infrastructure designed for the security and compliance requirements of family offices worldwide.
Two-factor authentication
TOTP-based MFA with backup codes
Encrypted integrations
AES-CBC encryption for all OAuth tokens
Complete audit logs
Every action tracked, export to CSV
Role-based access
Granular permissions at org and family level
Data provenance
Every extracted field traces to its source document
Multi-jurisdiction
SEC, FCA, MAS, FINMA regulatory frameworks
Stop operating your portfolio like it's 2010.
Vintage gives your team the infrastructure to run a modern family office. Agents that work around the clock, documents that extract themselves, and a portfolio that monitors itself.