Truewind & LemonEdge – Innovations in Family Office Accounting

Link to the full episode:⁠⁠⁠ Listen Here⁠⁠⁠Detailed show summary available on the ⁠Episode PageInterview Date: February 25, 2025Moderator: Paul Freeland (Partner, Family Enterprise, PwC US)Guests:Alex Lee – Co-Founder & CEO, TruewindGareth Hewitt – CEO, LemonEdgeAbout the ModeratorPaul Freeland is a Family Enterprise Partner at PwC with over 25 years of experience in the fintech industry. He leads PwC's Wealth Compass managed service, focusing on the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul specializes in long-term planning, asset aggregation, and partnership administration for family investment pools.Truewind, based in San Francisco, develops an AI-powered accounting platform that automates routine tasks and streamlines monthly close processes with top-tier data security. Its AI agents handle data categorization, documentation, and client follow-ups, freeing accountants to focus on strategic work.Trusted by firms like EisnerAmper and fast-growing companies such as Wefunder and Mozart Data, Truewind is backed by industry leaders including Thomson Reuters Ventures, Y Combinator, and Fin Capital.LemonEdge is a next-generation fund accounting, management and reporting software for private markets. Our state-of-the-art accounting engine is purpose-built for private markets firms battling complexity and searching for efficiency. With event-driven transactions, multi-ledger management and process automation, it makes the complex, simple and the time-consuming, efficient. Say goodbye to multi-entry, multi-ledger bookkeeping and countless offline processes and hello to the future of fund accounting.Join us for our monthly live Tech-NEW-logy sessions: FOTechHub.com. For questions or connections, email us at [email protected]: FOTechHub Demo Day is scheduled for Tuesday, 20 May (registration will be available soon on our website).