An AI-Native Partner for the Modern Family Office
Institutional-grade AI for every asset class. Every memo, model, and dashboard traces back to verified source documents.
Every call, captured.
Emblem transcribes calls with GPs, co-investment partners, and managers — organized by relationship and searchable across your portfolio.
How is Fund IV pacing relative to the plan? I want to understand deployment versus the original timeline.
We're about 65% deployed through eight platforms. Ahead of schedule by roughly two quarters. The pipeline has three more LOIs in exclusivity.
And distributions from Fund II — are we expecting anything this quarter?
Yes — the MedFlow exit should close by end of March. That's a $42M distribution back to LPs. DPI on Fund II will move from 1.1x to about 1.4x.
Portfolio Allocation
Smith Family Office · Q1 2026Investment decks in minutes.
Co-investment presentations and manager evaluation decks build themselves from your deal data and GP communications.
Models across asset classes.
Build and maintain financial models across direct investments, co-investments, and fund allocations — all from source data.
One view across everything.
Track every investment — public, private, real estate, alternatives — from a single consolidated dashboard that updates automatically.
Portfolio Overview
| Asset Class | Allocation | Value | Return | IRR | Status |
|---|---|---|---|---|---|
| Private Equity | 35% | $420M | 22.4% | 24% | Active |
| Public Equity | 25% | $300M | 12.1% | 12% | Active |
| Real Estate | 15% | $180M | 9.8% | 11% | Active |
| Credit | 10% | $120M | 8.2% | 9% | Active |
Plugs into your stack.
CRMs, cloud drives, AI models, and Office formats — Emblem connects to the tools your firm already uses. No migration, no lock-in.
Multi-asset, multi-strategy
— one secure platform.
Direct investments, fund allocations, and co-investments all live in one place. Every asset class and entity stays connected.
SOC 2 Type II Compliant