Starch connects to the stack your office already runs on, from Addepar to your custodians, accounting, email, and documents, and handles context-heavy operations work with custom agents under human oversight. Your team keeps the judgment.
A real morning, from her inbox. The brief on the right is what she opens at 7:30. The lists below describe what she used to do, and what she does now.
Whether your office runs on Addepar, Masttro, Black Diamond, Canoe, or your custodians directly, Starch reads, writes, and acts inside the systems your team already uses.
Pull performance and exposures, draft reporting, and answer questions across the full portfolio.
Track total net worth across entities and draft the family report from live data.
Parse capital calls and distribution notices, reconcile against commitments, draft approvals.
Reconcile entity accounting and draft summaries your controller can sign off on.
Triage bills and approvals with human sign-off before anything moves.
Keep manager, advisor, and relationship context current and ready to brief.
Plus accounting, email, drive, e-sign, and 3,000+ more connectors. If your team uses it, Starch connects to it.
Because Starch is connected to your tools and grounded in your office's knowledge, it can spot live changes, understand what they mean, and take the next step. Every external action waits for human approval.
Notes, PDFs, emails, DDQs, and call transcripts are scattered across people and inboxes.
Starch assembles a diligence brief from your internal notes and the manager's materials, with sources linked.
Someone manually pulls updates from managers, reports, and notes before every meeting.
Starch drafts the meeting brief with linked source material, ready for review.
Drawdown notices and documents live across inboxes and fund portals.
Starch tracks requests, deadlines, approvals, and document status, and drafts the wire approval.
Performance data and commentary require manual consolidation every period.
Starch drafts recurring reporting summaries from your existing materials.
Updates require synthesis across investments, entities, and advisors.
Starch turns fragmented updates into review-ready summaries.
Attorneys, tax, estate, and investment advisors operate in separate threads.
Starch runs cross-advisor workflows and tracks follow-ups in one place.
Many offices manage giving alongside investments, in a separate system.
Starch summarizes grantee updates, board materials, and funding requests.
See our grantmaking workflowsContext gets trapped in calls and personal notes.
Starch converts meetings into tasks, updates, and follow-up workflows.
Starch isn't software you log into and configure. Our team builds the agentic operating system around your family office, starting with the two workflows worth automating first.
We sit with each seat on your team and learn the work that actually happens. You don't pick what to automate. We figure it out together.
Our team configures the agentic operating system around your family office: custom apps, your knowledge, your tools, your guardrails.
Weekly reviews with a named human pod. Workflows evolve. So does the system. You never maintain it alone.
Shared context does not mean universal access. The whole team works from the same ground truth, with access scoped to each person's role.
A single Enterprise engagement, tailored to your family office. Flat annual contract. No per-seat charges, no per-task meters.
Single and multi-entity family offices
Tailored to your family office.
Never. Your data stays in your tenant. We do not train on your family's data.
Access is scoped per person and entity, every agent action is logged, and external actions wait for human approval. Single-tenant deployment is available.
We start with two workflows and expand from there. Most offices see the first two live within a few weeks. We map the exact timeline when we scope your build.
Tell us about your team. We'll get back within one business day.