Family office digital twin: read every footnote before you sign.
One private model of the family's entities, accounts, mandate, tax residencies and past deals. It reads every data room, email and statement together, flags what matters and cites the page. Codset builds it end to end, in your cloud, on your servers or air-gapped.
Get the 90-day pilot plan
Eight pages, free, sent on screen as soon as you press the button.
- Why the risk hides in plain sightData rooms read by hand, in silos.
- What the twin knows and watchesEntities, accounts, the inbox, the portfolio.
- Due diligence, togetherFour agents, every clause scored, every answer cited.
- Tax and the decisionThe effect on each beneficiary, the vote and the audit trail.
- Under the hoodThe stack, the connectors, cloud, on-prem or air-gapped.
- The 90 daysConnect, build and test, run a live deal.
What the twin found, in the demo family office
Varela Family Office, DIFC. Friday, 18:40: Project Atlas, a €40m Series B, 512 pages, answer by Monday. Demo names and figures are illustrative.
- €0 for the family on any exit under €120mA 2x liquidation preference in footnote 14 on page 245 of the shareholders' agreement, found by the legal agent.
- Q4 revenue up 31%, mostly from related parties64% from two affiliated customers, in note 9 of the management accounts.
- One beneficiary's tax up 12 pointsSpanish CFC rules on the Luxembourg holding. Holding through the UAE entity takes it from 31% to 19% and leaves everyone else the same.
- Two undisclosed lawsuitsA co-founder named in 2023 and 2025, found in court registries in four countries.
- A spoofed €480k wire request, blockedFlagged in the inbox before anyone acted on it.
How it runs in your family office
Every flag and every answer cites the document, the page and the clause.
- ConnectRead-only links to email, the document store, data rooms, banks and custodians, fund administrators and the accounting system.
- ReadDocument AI over PDFs, scans, spreadsheets and email. Every page indexed, every clause tied to its source.
- ModelAn entity and ownership graph of the family: people, entities, accounts, tax residencies, the mandate and every past deal.
- AnalyseLegal, finance, tax and compliance agents read the whole data room together and score every clause against the mandate.
- ExplainAsk in plain language. "What do we get if they sell for €100m?" comes back with the number and the clause it relies on.
- DecideMemos and investment committee votes recorded with conditions and owners. After the deal, the twin keeps watching the portfolio.
Under the hood
The stack, the connectors and where it runs. The family's data stays inside its own perimeter.
- Document AIPDFs, scans, spreadsheets and email, in several languages, with every value traced to its page.
- Entity graphPeople, holding entities, trusts, accounts and residencies in one ownership graph, with dates and sources.
- AI agentsLanguage models grounded in the family's own documents, with citations, on hosted or local models.
- ConnectorsMicrosoft 365 and Outlook, Google Workspace, data rooms, SharePoint, bank and custodian files, fund reports, accounting. Read-only.
- InstallationYour Azure, AWS or Google Cloud tenant, your own servers on Kubernetes or VMs, or fully air-gapped.
- SecuritySSO over SAML or OIDC, roles per family member and adviser, an audit log, REST API and webhooks.
- SupportA named delivery lead, optional on-call, scheduled updates. The code and IP are yours.
One family office. 90 days.
- Weeks 1 to 2 · ConnectRead-only access to the sources in scope, the constitution, the mandate and the entity chart, and one page of the questions the twin must answer.
- Weeks 3 to 6 · Build and testThe entity graph, the cockpit and the agents, tested on a deal you have already closed. Usable from week six.
- Weeks 7 to 12 · Run a live dealA real data room, the inbox and the monthly reporting run through the twin, with your advisers in the loop.
Questions families ask
Does the family's data leave our perimeter?
No. The twin runs in your own Azure, AWS or Google Cloud tenant, on your own servers or fully air-gapped with local models. Connectors are read-only, and nothing is sent, signed or paid without a person.
Does it replace our lawyers, tax advisers and bankers?
No. Your advisers negotiate and sign off. The twin reads every page together, against the family's entities, mandate and tax residencies, so they start from the red flags and the questions to ask, each cited to its page.
How do we know the answers are right?
Every flag and every answer cites the document, the page and the clause it relies on. In the pilot we test the twin on a deal you have already closed, so your team can check it against what it already knows.
Which sources can it read?
Email, data rooms, the document store, bank and custodian statements, fund administrator reports, the accounting system and spreadsheets. PDFs, scans and spreadsheets in several languages. Exports work where an interface is not available.
Who sees what?
Single sign-on, roles for each family member, executive and adviser, and an audit log of every view, question, flag and decision.
Who supports it after the pilot?
A named delivery lead from the team that built it, with optional on-call support. Models, connectors and security patches are updated on an agreed schedule, and the code and IP built for you are yours.
How soon is it useful?
The twin is usable from week six of a 90-day pilot. In weeks seven to twelve your team runs a live deal and the monthly reporting through it.