The AI operating layer
for the family office.
Run the back office and pressure-test every decision. Your desk never grows.
▸ A first look
The whole desk, in one place.
01 The problem
The bottleneck isn’t information. It’s analytical capacity.
A lean office can reach everything a bank can. It still can’t act on it. Reports pile up. Every one says “Buy,” each for a different reason. And no one has the hours to test which case actually holds.
02 The platform
One operating layer. Two structural burdens lifted.
Run the back office on autopilot.
AI agents ingest statements, reconcile positions across every custodian, and produce consolidated reports and committee packs on schedule.
A research desk that argues both sides.
Specialised agents build the bull and bear case independently, cross-examine once, and hand you an evidence assessment. Never a buy/sell call.
Pillar 01 Operations
From a stack of PDFs to a committee pack
automatically.
Ingest
Agents parse incoming statements, capital-call notices and NAV updates from every bank and fund. No manual re-entry.
Reconcile
Positions are matched and reconciled across custodians, with alternative-investment activity tracked alongside.
Consolidate
One current view of the whole portfolio, across accounts, managers and asset classes.
Report
Consolidated portfolio reports and investment-committee packs, generated on schedule and ready to send.
Pillar 02 Research
We are an AI research analyst,
not an advisor.
When the CIO is ready to act, the research pipeline activates. Alpheios reads the filings, the tape, the news and the crowd, argues the bull and bear cases against each other, and hands you an honest read on where the evidence points. No buy/sell ratings. No price targets. No position sizes.
What it gives you
- → A bullish, bearish or mixed lean on the evidence
- → How coherent the signals are across dimensions
- → The key assumptions your view depends on
- → Relative, peer-aware context
What it never outputs
- A “Buy” / “Sell” rating
- A price target
- A stop-loss level
- A position size
Four ways to put the desk to work.
The same desk, re-tasked for each job a CIO actually has, from a daily sweep to a single-thesis teardown.
Deep Research
Sizing up a name
A full teardown of a single name. Every side of the case is argued and stress-tested, then distilled into one decision-grade brief.
Morning Briefing
Every trading day · 06:30
Your whole watchlist, swept overnight and triaged down to what actually needs your attention before the open.
Earnings Brief
Around the print
A focused pre- and post-earnings read: consensus, surprise history, guidance shifts and what the result changes.
Thesis Challenge
Validating a pitch
Paste a sell-side or in-house thesis; the desk attacks it head-on and finds the holes before the market does.
03 The glass box
We are built on the
- independence
- rigor
- honesty
of research.
A real research team protects its independence by design. So does Alpheios. Every case is built on its own, argued at full strength, and made to answer the other side. Then it’s weighed against the evidence, never against a foregone conclusion. And you can open every step.
04 What lands on your desk
A brief your investment committee can actually use.
One object, every format.
The brief is structured data, rendered deterministically, so the same analysis becomes a screen view, a PDF, a committee deck and a working model, and flows straight into your operational reporting. The model is called once; the formats are free.
05 Who it’s for
Built for the lean, investment-led family office.
Single-family offices in Hong Kong and Singapore managing $100M–$1B. They’re large enough to need institutional-grade research and operations, yet too lean to staff a full investment department. They already pay for Bloomberg and bank advisory; they understand information infrastructure.
The result: a three-person team that works like a ten-person department. Without the headcount.
Let’s research together.
Let’s decide better.
Book a walkthrough and we’ll run a live brief on a name you choose. You’ll watch the desk work, end to end.