Solutions

Family Offices

Family offices often operate across multiple investment vehicles — direct deals, fund commitments, co-investments, and real estate. VCF.co consolidates the operational complexity of multi-entity investment management into a single platform with entity-level reporting and LP portal access.

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Before vs. after

Without VCF.co

  • Separate spreadsheets per entity and investment vehicle
  • Manual consolidation of capital calls across fund commitments
  • No unified view of portfolio companies and fund interests
  • K-1s and tax documents scattered across multiple managers
  • Co-investment tracking handled in separate systems
  • Reporting to family stakeholders is a quarterly manual project

With VCF.co

  • Unified dashboard across all entities and investment vehicles
  • Automated tracking of capital calls from fund managers
  • Consolidated portfolio view across direct deals and fund commitments
  • Centralized K-1 and tax document repository per entity
  • Co-investment management integrated with fund tracking
  • One-click family stakeholder reporting with customizable views

What’s included

Multi-entity management

Manage investments across multiple family entities — trusts, LLCs, IRAs, and individuals — with entity-level reporting and permissions.

Fund commitment tracking

Track commitments to external funds, log capital calls received, and monitor NAV and distribution history in one place.

Direct investment portfolio

Log direct investments in portfolio companies with ownership tracking, valuation history, and board seat management.

Co-investment management

Track co-investment rights, syndicate alongside fund managers, and manage co-invest LP agreements and closing docs.

Consolidated reporting

Generate consolidated family reports across all entities, showing total AUM, asset allocation, and performance by vehicle.

Document vault

Centralized, permission-controlled repository for all fund documents, K-1s, subscription agreements, and legal files.

“We manage direct deals and commitments to a dozen external funds. VCF.co gave us the first consolidated view of everything we own — in one place, for the first time.”

D

David L.

CIO, Ashwood Family Office

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