Offshore Single-Family Office
An offshore single-family office with more than 45 years of investing history runs 130+ funds across 50 to 60 managers, held through two legal entities and a set of family trusts. Its two-person finance team replaced a three-workbook spreadsheet system with Masttro, and reports that once took several hours to run and validate now run in 10 seconds.
This Case Study dives into:
How a two-person finance team moved off a three-workbook spreadsheet system that consumed a couple of days a week.
Why the office chose Masttro: private markets data handled in-house, its own asset taxonomy, and data hosted in Switzerland.
How Alternatives AI processes capital call, distribution, and valuation documents across 130+ funds.
How reports that took several hours to run and validate now run in 10 seconds.
An offshore single-family office with more than 45 years of investing history runs 130+ funds across 50 to 60 managers, held through two legal entities and a set of family trusts. Its two-person finance team replaced a three-workbook spreadsheet system with Masttro, and reports that once took several hours to run and validate now run in 10 seconds.
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