Family Office Tech Stack: Data Aggregation/Reporting and New Generation General Ledger

from Family Office Technology Hub · host FOTechHub.com

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. 01:00 - Introductions 05:55 - Founder's journey: Alex 08:40 - Founder's journey: Tanmai 10:50 - Markets covered 12:35 - Relevant metrics: speed to market and time saved 16:30 - Client base and characteristics 23:20 - Value prop & use cases 23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations 26:25 - Tanmai: aspirin for your data headaches & consistency problems 29:40 - Room for improvement? 32:45 - Extracting information from PDFs 38:15 - Competition 41:45 - Workflow capabilities 45:10 - Migrating data from Quickbooks 47:20 - What’s next on the roadmap 50:00 - Pricing 51:30 - Implementation timescales

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This episode was published on February 28, 2024.

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