Family office
operations,
reinvented

The calm behind the capital.

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Your private market documents are scattered across portals, PDFs and inboxes. We bring them together and tell you what matters.

The hidden cost

725 docs
Collected by hand each year.
128 hrs
Logging in, downloading, filing.
$15K / yr*
Moving documents, not managing capital.

* Illustrative annual cost for a 50 fund portfolio across 20 portals.

Inside OPEZ

Document intelligence

AI agents ingest every document. Extract every figure. You approve.

Custom AI analysis

Find what matters across every document. Flag terms, summarize, compare.

Source of truth

Every commitment and movement, searchable in seconds.

Structured data

Unstructured documents become clean and actionable.

Built for trust

Your data stays isolated, secure and yours. You approve every figure before it's recorded.

Meet the moment

Portfolios grow, headcount doesn't. OPEZ does the document grind so your team spends its hours on capital, not clerical work.

See it for yourself.

A short walkthrough. No pitch.

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