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.
Everyone promised outcomes. You got output.
The demo was real. The deployment was not.
- What you were sold
“Every figure traces to its source.”
What arrivedA position no one can tie to the custodian file.
- What you were sold
“It works inside the tools you use.”
What arrivedA chat window, and someone rebuilding the report.
- What you were sold
“It connects to your whole stack.”
What arrivedIt knows the statement you uploaded. Not your managers.
- What you were sold
“It learns how your firm works.”
What arrivedA competent report for a generic office.
We prove all four on your own work before you commit. If it is not partner-ready and fully cited, you owe nothing and we walk away.
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