For family offices where the capital is sophisticated and the infrastructure is still catching up.
Direct deal diligence, manager selection, consolidated portfolio intelligence, and macro views delivered to institutional standard, sized for a family office's actual operating shape.
Four workstreams, designed around the way family offices actually operate.
Full DD on direct equity, debt, real estate, and alternatives investments. Senior-led, confidential, and sized to the deal, not the consulting firm's overhead. We work with your existing legal and tax advisors, not in competition with them.
Operational and investment due diligence on PE funds, hedge funds, VC funds, and other GPs you're considering or already allocated to. Quarterly monitoring of existing manager relationships.
Cross-asset, cross-currency, cross-jurisdiction portfolio reporting, refreshed monthly or quarterly. Institutional-grade reporting infrastructure, without maintaining fragmented spreadsheets.
Independent macro views, asset allocation analysis, and thematic deep-dives supporting investment committee discussions and principal-level decisions. Bespoke work built around your family's portfolio context.
Three phases. Family-office engagements tend to deepen over time.
Typically a direct deal DD or a consolidated portfolio refresh. Fixed scope, fixed fee, with NDA in place before scoping. Designed to test fit, both on output quality and on confidentiality discipline.
Dedicated analyst team running diligence on live opportunities, monitoring existing positions, and producing your standing reporting cadence. Founder-level oversight, weekly check-ins, and monthly principal review.
Full operational integration. Parsovya becomes the research and analysis layer sitting between your principals and the market, without you carrying the headcount, recruiting friction, or succession risk.
US single-family office, embedded diligence and monitoring team
Want institutional-grade research support without institutional bureaucracy?
Schedule a confidential 45-minute scoping call. We will discuss your current portfolio structure, reporting environment, investment pipeline, and where your existing operating model is creating friction. If there is a fit, we will structure a pilot engagement. If there is not, we will tell you directly.