Deals die in inboxes
High-quality opportunities compete with noise, follow-ups, and fragmented handoffs.
For Family Offices That Refuse to Leave Money on the Table
One platform.
Your existing tools.
More money.
Your models live in Excel. Your diligence sits in data rooms. Your decisions happen across email, SharePoint and conversations. We connect what you already use, then build a private AI decision layer to help your team assess more opportunities and allocate capital with clarity.
Private deploymentYour infrastructureYou own the code
THE PRIVATE INTELLIGENCE LAYERi8 / 01
One connected view. Your rules.
Existing information stays where it belongs. Decisions become easier to trace.
EXCEL MODELSDATA ROOMSSHAREPOINTEMAILSLACK / TEAMSPORTFOLIO DATA
i8 Private Decision LayerPermissions · Intelligence · Auditability
◇Deal Screening
◈Risk Signals
▤IC Decisions
CLIENT-CONTROLLED ENVIRONMENTNO EXTERNAL MODEL TRANSFER*
01 / The Hidden Tax
Capital moves quickly.
Information doesn't.
The opportunity cost is rarely visible in a report. It appears in missed deals, repeated diligence, and decisions made without the full picture.
Excel is the source of truth
Critical assumptions live in disconnected models with limited portfolio context.
Data rooms are black boxes
Important clauses, inconsistencies, and risk signals are buried across documents.
No institutional memory
Past decisions and investment reasoning disappear into files and individual inboxes.
02 / A Different Approach
We don't replace your tools. We make them work as one system.
We build a private intelligence and decision layer across the systems your office already trusts. It can read approved information, apply your mandate, surface evidence-backed findings, and support investment decisions within your controlled environment.
Your data. Your permissions. Your infrastructure. Your code.
Built around your existing stack
- Spreadsheets & documents
- Microsoft Excel, Google Sheets, Microsoft Word, Google Docs
- Files & knowledge
- SharePoint, OneDrive, Google Drive, Dropbox, Box, Notion
- Email & calendars
- Outlook, Gmail, Microsoft Calendar, Google Calendar
- Team communication
- Microsoft Teams, Slack, Zoom
- CRM & relationships
- Salesforce, Microsoft Dynamics 365, HubSpot, Pipedrive
- Tasks & workflows
- ClickUp, Asana, Monday.com, Trello
- Reporting & dashboards
- Power BI, Tableau, Looker Studio
- Accounting & finance
- QuickBooks, Xero, Sage Intacct, NetSuite
- Contracts & signing
- DocuSign, Adobe Acrobat Sign, PandaDoc
- Data rooms
- Datasite, Intralinks, iDeals, Firmex
- Portfolio & investment systems
- Addepar, Black Diamond, Allvue, eFront, Dynamo
- Phone systems
- Microsoft Teams Phone, RingCentral, Zoom Phone
Connections and deployment architecture are scoped to your systems, permissions, and security requirements.
03 / Purpose-Built Capabilities
Intelligence for the entire investment cycle.
Six interoperable capabilities, configured to your mandate and white-labeled for your office. Start with one workflow; expand when the value is proven.
◇
i8 Deal Desk
From a data room and deal description to a structured assessment: financial review, legal risk signals, red flags, KYC checks, document validation and a draft IC memo.
Diligence & Assessment
◎
i8 Mandate Engine
Score incoming opportunities against your investment policy, return thresholds, sector preferences, geography, concentration limits and exclusions.
Mandate Alignment
▥
i8 Portfolio OS
Bring public and private holdings into one multi-entity view of performance, allocation, exposure and portfolio-level risk.
Portfolio Intelligence
▤
i8 Document AI
Extract structured data from capital calls, K-1s, statements, LPAs and board packs, with citations back to the source documents.
Document Operations
✧
i8 Private AI
Ask precise questions across your own documents, deal history and decisions, with source citations and access controls aligned to your permissions.
Institutional Memory
⬡
i8 Risk & Rules Layer
Surface concentration, liquidity and policy exceptions through explainable alerts, approval workflows and auditable decision records.
Governance & Controls
04 / The Economics of Clarity
More attention on decisions.
Less on preparation.
3–5×
Potential increase in deals reviewed with the same team
70%+
Target reduction in first-pass diligence preparation time
Minutes
Instead of hours for initial IC memo and reporting drafts
Zero*
Required transfer of sensitive data outside the approved environment
Illustrative targets, not guaranteed or independently verified client results. Actual performance depends on document quality, workflow scope and implementation. *Zero external transfer requires an appropriately configured self-hosted model, local processing, approved connectors and deployment controls; reviewed during the audit.
05 / How We Work
A measured engagement.
Built to belong to you.
STEP 01
35-Minute Audit
We map one expensive workflow and identify a practical opportunity. The written assessment is yours to keep.
STEP 02
Proof on Your Data
A fixed-fee prototype using real, authorized documents. Evaluate quality, security and economics before expanding.
STEP 03
Built in Your Environment
We deploy into your cloud or infrastructure, with access controls, traceability and operational documentation.
STEP 04
You Own Everything
Code, prompts and documentation are transferred under the agreed scope. No mandatory ongoing platform license.
A Private Conversation
Stop leaving alpha in your inboxes.
Start with one workflow. See what a private, connected decision system could change for your office.
Book the 35-Minute AuditConfidential by design · No obligation