AI for Family Offices
Built to Manage a Fortune.
Not to Live in a Spreadsheet.
Ventos connects entities, holdings, managers, mandates, and family context in one working view.
Connected. Intelligent. Always working.
Ventos connects your data, your tools, and your team into a single system that understands, acts, and stays accessible.
It knows your family office
A living layer that understands your family, entities, holdings, managers, advisors, mandates, and history, and how it all connects across every system.
Your family office on autopilot
Since Ventos already understands how your family office operates, agents carry that context into every review, request, and decision. Set the direction, and they take it from there.
Good morning! Here's your holdings snapshot.
$412M Total AUM ↑ 2% · 3 Capital Calls Due · 1 Liquidity Event
Coastal Fund III called 8% · Advisor flagged concentration in real assets
Open full digestCompany
Northbridge Ventures
Fund II
Growth equity
Co-invest opportunity
Recent Activity
- Data room shared
- Reference call completed
- Terms reviewed
Key Talking Points
- ✓ Mandate fit
- ✓ Liquidity impact
Contact
Elena Marsh
Managing Partner
elena@northbridgevc.com
Collect financials
Across entities & managers
Generate holdings update
Consolidated summary drafted
Share with principals
Family briefed
Accessible wherever you work
Talk to your agents from any interface — record a WhatsApp message on the go, forward an email thread, or work directly on the web.
At your desk
Chat in your channels
Chat on the go
Forward threads, stay in context
Talk in Teams chats
Connect via Zapier
You just saw it working. Here's how fast it becomes yours.
Not a consulting engagement. Not a login and a docs link. Experts who build it with you.
Identify
We map how your team works and surface the workflows worth automating.
Define
Together we shape each agent: what it reads, what it does, where you confirm.
Create
Our experts build and ship it on your real data. Live in days, not quarters.
Compound
The platform detects repeating work and automates more of it every week.
All of it on a platform your team picks up immediately: plain language, inside email, Slack, or WhatsApp. No new dashboards to learn.
Your stack. Supercharged.
Ventos plugs into the tools your family office already runs on — no migration required.
Google Drive
SharePoint
Attio
Affinity
Salesforce
Harmonic
Gmail
Google Calendar
Outlook
Monday
Granola
Fireflies
Fathom
SpinachAnd many more.
New integrations are added regularly.
Family offices that already run on Ventos.
"By using Ventos, we significantly increased our team's capacity across sourcing, analytics, dealflow management, and document creation, allowing us to avoid the additional hires we had planned."
"Ventos feels like having superpowers. Any question or idea I have, I instantly get the right information, documents, or reports. Work that used to take us days before an IC meeting or for portfolio reviews now takes minutes, all from my phone."
"Ventos is the missing piece we were looking for. It combines an intuitive AI platform with a team of AI experts who work alongside us, helping us unlock the full potential of AI across our firm."
What family office teams ask before they book.
Ventos searches the connected sources your organization makes available so the team can work from the relevant context.
Yes. Skills and organization context can be shared so work is not limited to one person’s setup.
Ventos supports documented CRM, cloud storage, email, calendar, messaging, and collaboration integrations.
Access mirrors connected-source permissions and each customer deployment is isolated.
We connect agreed sources, build practical workflows with your team, and evaluate them on real work.
Still have questions? Bring them to the call.
The cost of staying manual isn't zero. It's compounding.
See how your family office can bring entities, holdings, managers, and mandates into one working view.
Start with a pilot: no upfront commitment, no seat limits, no migration.