Family Office Tech Stack: Collation.AI & SumIt

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt. Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves. Show Summary: Introductions. Founder's journey: Alex. Founder's journey: Tanmai. Markets covered. Relevant metrics: speed to market and time saved. Client base and characteristics. Value prop & use cases. Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations. Tanmai: aspirin for your data headaches & consistency problems. Room for improvement? Extracting information from PDFs. Competition. Workflow capabilities. Migrating data from Quickbooks. What's next on the roadmap. Pricing. Implementation timescales.