Starch connects to the stack your firm already runs on, from Addepar to your CRM, custodians, billing, and document systems, and handles context-heavy client service work with custom agents under human oversight. Your team keeps the judgment, and every client's data stays walled off.
A real morning, from his inbox. The brief on the right is what he opens at 7:30. The lists below describe what he used to do, and what he does now.
Whether your firm runs on Addepar, Orion, Black Diamond, your CRM, or your custodians directly, Starch reads, writes, and acts across every client account, in one place.
Pull performance and exposures and draft each family's report from one source.
Reconcile accounts and generate per-client and consolidated reporting.
Draft client-ready performance reporting across the whole book.
Keep every client relationship current and brief your team before each touchpoint.
Parse capital calls and distributions and allocate them per client.
Route onboarding and approvals for signature, with human sign-off.
Plus billing, email, drive, custody, and 3,000+ more connectors. If your firm uses it, Starch connects to it.
Because Starch is connected to your tools and grounded in each client's context, it can spot live changes, understand what they mean, and take the next step. Every external action waits for human approval.
Gathering documents, setting up entities and accounts, connecting systems, and scoping access for each new family is slow and manual.
Starch runs onboarding: collect documents, map accounts, configure per-client access, with sign-off.
Every family needs a tailored report, and the firm needs a book-level view.
Starch drafts each family's report and the consolidated roll-up from existing data.
Calculating and reconciling fees across families and schedules is error-prone.
Starch drafts fee calculations and invoices for review before anything bills.
One drawdown notice fans out across every client invested in the fund.
Starch allocates per client, drafts approvals and wires, and tracks status.
Diligence done once should serve every relevant client, but the work gets repeated.
Starch assembles diligence briefs and routes them to the families they fit.
Client context is scattered across notes, email, and the CRM.
Starch keeps relationship records current and briefs you before every touchpoint.
Regulatory reporting and audit trails across the book are a constant manual burden.
Starch maintains logs, drafts regulatory reporting for review, and flags exceptions.
Prepping each family meeting means pulling history, performance, and open items.
Starch generates a per-family meeting brief with linked sources.
Starch isn't software you log into and configure. Our team builds the agentic operating system around your firm, 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 firm: 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 firm. Flat annual contract. No per-seat charges, no per-task meters.
Multi-family offices and wealth advisors
Tailored to your firm.
Each client family's data is isolated. Agents only see the client they are working in, access is scoped per person and client, and every action is logged.
Never. Your firm's data stays in your tenant. We do not train on client data.
We start with two workflows and expand from there. Most firms 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.