FinBursa 360 · Family Offices
The Intelligent Front Office for Family Offices
FinBursa 360 connects opportunities, investments, assets, relationships and activity in one configurable front office for Family Offices.
Built for single family offices, multi-family offices and direct investment teams.
The Context Gap
Disconnected systems limit what AI can understand
Family Offices manage opportunities, holdings, relationships and capital activity across systems that do not share context.
Deal Flow & Decisions
Opportunity records and relationship history live apart from one another.
Opportunities come through fund managers, advisors, founders, intermediaries and co-investors. When opportunity records, relationship history and previous decisions are disconnected, teams lack the context needed to assess what comes next.
Assets & Relationships
Activity around an asset or relationship is disconnected from the record itself.
Companies, funds, properties and relationships generate documents, communications, meetings and tasks over time. When that activity is scattered across systems, the Family Office loses visibility into what has happened, what is active and what requires attention.
Capital Events
Co-investment and liquidity events both require more than sending documents.
Co-investment requires coordinated engagement, diligence, commitments and information access. Liquidity events require buyer qualification, campaign management and controlled information sharing. Running either process across disconnected tools creates unnecessary operational complexity.
AI Tools
Generic AI lacks the proprietary context surrounding Family Office decisions and activity.
General-purpose AI works from the information made available to it in the moment. Without connected access to the relevant relationships, decisions, assets, documents and activity, it cannot inherently understand the Family Office's broader proprietary context.
The Verdict
When opportunities, relationships, assets, documents and activities share the same data model, AI can connect that context and surface insights across the Family Office.
Deal Flow & Decisions1 / 5
FinBursa 360
One front office unifying investments, assets and relationships.
FinBursa 360 adapts to each Family Office's operating model, connecting relationships, opportunities, direct investments, alternative assets, documents and activity in one environment.
Configuration, data migration and onboarding are handled around the firm's existing processes, permissions and operating model.
How Family Offices Operate on FinBursa
Every Family Office Workflow Shares the Same Context
CRM · Relationships & Assets
A connected record of relationships, assets and activity.
Maintain a connected record of the relationships, assets and activity that shape the Family Office's operations. Deal sources, co-investors, advisors, and the assets themselves stay in one structured environment instead of scattered inboxes and spreadsheets.
Track advisors, fund managers, co-investors, founders, portfolio-company contacts and other counterparties in one structured relationship database.
Explore Investment CRMManage companies, funds, properties and other assets alongside the relationships, documents and activities connected to them.
Explore Investment CRMMaintain meetings, communications, notes and interactions as a permanent record of institutional knowledge.
Explore Investment CRMDeal Management · Opportunity & Investment Workflows
Every opportunity, from first review to ongoing ownership.
Coordinate the evaluation and ongoing oversight of direct investments, fund investments, co-investments and other opportunities from one environment. Historical decisions and existing exposures stay attached to the record, so new opportunities are assessed with the relevant context.
Every action logged with full audit trail. Role-based permissions at individual user level. Learn more about our security & compliance standards.
Configure stages, tasks and approval processes to match the Family Office's investment process.
Explore Deal ManagementTrack opportunities from initial review through investment and ongoing ownership, including the rationale behind historical decisions.
Explore Deal ManagementManage diligence activities, internal reviews and investment committee preparation from a shared workflow.
Explore Virtual Data RoomListing · Opportunity Distribution
Control how opportunities are shared, and with whom.
Control how opportunities and assets are shared with selected counterparties, investors and buyers. Campaign information can be reviewed before any detailed materials or data room are made available.
Private by default. Nothing is distributed beyond the Family Office's chosen audience without deliberate approval.
Share opportunities privately with selected participants or distribute them through FinBursa Access when broader reach is required.
Explore ListingAllow counterparties to review opportunity information before granting access to detailed materials and data rooms.
Explore Virtual Data RoomTrack engagement, qualify interest and manage access throughout the review process.
Explore ListingCampaign Manager · Capital Participation & Liquidity Events
Co-investment and liquidity events, coordinated end to end.
Coordinate co-investment participation, buyer engagement and campaign execution from one workflow. The same environment supports bringing co-investors into an opportunity and running a structured process to sell an asset.
KYC and participation workflows are structured for compliance from first NDA through to closing, coordinating with whichever party manages onboarding.
Manage outreach, communication and participation across co-investors, investors and potential buyers.
Explore Campaign ManagerTrack interest, commitments and campaign progress through a structured process.
Explore Campaign ManagerCoordinate onboarding requirements and participation workflows across counterparties.
Explore PortalsPortals · Controlled Collaboration
Branded, permissioned access for every participant.
Provide controlled access to information for family members, staff and external counterparties. Co-investors, buyers, advisors and other participants engage through a branded, white-labelled experience under the Family Office's own domain.
All portal document access logged with counterparty identity, timing, and engagement depth. Immutable audit trail throughout.
Deliver branded experiences for co-investors, buyers, advisors and other participants.
Explore PortalsControl who can view, edit, upload or download information across opportunities, campaigns, VDRs and portals.
Explore PortalsCoordinate information sharing while maintaining oversight and control of sensitive information.
Explore PortalsALF — Operating Intelligence
AI That Sees Across Your Entire Family Office
Generic AI can summarize documents and answer questions. It does not understand the relationships, opportunities, assets, documents and activity that shape how a Family Office operates. ALF works across the connected context inside FinBursa 360, helping teams surface intelligence, identify relevant developments and maintain visibility across opportunities, assets and relationships.
Market Intelligence
Monitor external developments that may affect opportunities, investments, assets and relationships: portfolio company developments, sponsor and fund manager updates, sector and market developments, and regulatory and industry changes.
Deal Research
Research and analyse opportunities using internal deal context and configured external sources: company and sponsor research, comparable transaction analysis, commercial and financial due diligence, and valuation analysis and financial modelling.
Document Intelligence
Analyse and connect information across the documents surrounding an opportunity, investment or asset: investment memorandum analysis, financial document analysis, legal document analysis, and cross-document information extraction.
Relationship Signals
Surface meaningful developments and engagement signals across the Family Office's relationship network: co-investor engagement signals, advisor and intermediary activity, strategic counterparty developments, and relationship re-engagement opportunities.
Activity Tracking
Maintain visibility across activity surrounding opportunities, assets, relationships and campaigns: meeting and communication activity, workflow progression, activity across opportunities and assets, and outstanding actions and follow-ups.
Insights
Deliver proactive insights based on the internal context of the Family Office and the external sources ALF is configured to monitor: portfolio company and asset developments, relevant market and regulatory developments, signals affecting active opportunities and campaigns, and potential risks and opportunities requiring attention.
Security & Governance
Enterprise-grade security and governance.
Built for institutional workflows requiring granular access control, auditability and secure handling of sensitive private market information.
- ISO 27001:2022 Certified
- SOC 2 Type I Completed
- GDPR-Aligned Data Protection
- Encryption
Access Control
Granular permissions control access across users, transactions and documents, while each firm's data remains isolated within its own environment.
Audit Trails
User activity, approvals, communications and document access are recorded with timestamped visibility across the platform.
Data Encryption
Data and documents are encrypted at rest with AES-256 and in transit with TLS 1.2+.
Platform Comparison
The fragmented stack vs FinBursa 360. The unified front office.
The difference is not simply consolidation. It is whether investment decisions, relationships, opportunities and collaboration operate with the discretion and continuity of your own investment office.
| The Fragmented Stack | FinBursa 360 | |
|---|---|---|
| Investment context | Opportunities, assets, relationships, documents and activities are maintained across spreadsheets, email and separate systems. | One connected investment record. Assets, opportunities, relationships, documents, activities and decisions remain connected. |
| Decision history | Previous investment decisions and their rationale are difficult to retrieve when similar opportunities return. | Decision history retained. Previous opportunities, decisions, activity and rationale remain connected to the relevant asset and relationship. |
| Co-investor continuity | Co-investor relationships are requalified for each opportunity, with previous participation and engagement history fragmented across deals. | One co-investor relationship history. Participation, engagement, activity and prior opportunities remain connected. |
| Controlled collaboration | Listings, VDRs, investor access and document sharing require separate tools and permissions. | Controlled collaboration from one environment. Listings, VDRs, portals and documents can be managed with granular access controls. |
| Private distribution | Investment opportunities are distributed manually through email, messaging and fragmented contact lists. | Private branded distribution. Opportunities can be shared with selected investors and co-investors while controlling access. |
| Institutional continuity | Investment knowledge remains distributed across people, files and conversations, while historical context can disappear when personnel or relationships change. | Institutional memory retained. Investment history, relationships, decisions and activity remain accessible over time. |
Investment context
The Fragmented Stack
Opportunities, assets, relationships, documents and activities are maintained across spreadsheets, email and separate systems.
FinBursa 360
One connected investment record. Assets, opportunities, relationships, documents, activities and decisions remain connected.
Decision history
The Fragmented Stack
Previous investment decisions and their rationale are difficult to retrieve when similar opportunities return.
FinBursa 360
Decision history retained. Previous opportunities, decisions, activity and rationale remain connected to the relevant asset and relationship.
Co-investor continuity
The Fragmented Stack
Co-investor relationships are requalified for each opportunity, with previous participation and engagement history fragmented across deals.
FinBursa 360
One co-investor relationship history. Participation, engagement, activity and prior opportunities remain connected.
Controlled collaboration
The Fragmented Stack
Listings, VDRs, investor access and document sharing require separate tools and permissions.
FinBursa 360
Controlled collaboration from one environment. Listings, VDRs, portals and documents can be managed with granular access controls.
Private distribution
The Fragmented Stack
Investment opportunities are distributed manually through email, messaging and fragmented contact lists.
FinBursa 360
Private branded distribution. Opportunities can be shared with selected investors and co-investors while controlling access.
Institutional continuity
The Fragmented Stack
Investment knowledge remains distributed across people, files and conversations, while historical context can disappear when personnel or relationships change.
FinBursa 360
Institutional memory retained. Investment history, relationships, decisions and activity remain accessible over time.
Five questions before the first demo.
FinBursa 360 gives Family Offices one front office for managing relationships, direct investments, fund investments, alternative assets, co-investments, documents and private capital activity through a shared data model.
Yes. FinBursa 360 can be configured around direct investments, fund investments, co-investments, real assets and other alternative investments, with workflows adapted to the Family Office's own processes, approvals, permissions and operating model.
ALF operates within the information and permissions available to each user. It can work across permitted relationships, opportunities, investments, assets, documents, activities and campaigns, while configured external sources can provide additional market context. ALF does not exceed the user's access permissions.
Yes. Family Offices can manage co-investor engagement, diligence, commitments and controlled information access, as well as buyer qualification, asset-sale campaigns and liquidity processes. Granular permissions determine who can access each opportunity, campaign, portal and VDR.
FinBursa manages configuration, data migration and onboarding with your firm. The platform is configured around your existing workflows, permissions and operating model, enabling rapid deployment without requiring a prolonged transformation project. Scope depends on configuration requirements, data readiness and firm availability.
More questions? Visit our full FAQ page, learn more about our security and compliance standards, or talk to us directly.
Schedule a Demo
Bring investments, assets and relationships into one front office.
FinBursa 360 connects direct investments, fund investments, co-investments, alternative assets and relationship activity in one configurable environment.