Investor Overview
The AI Advisory Layer
for Modern Family Offices
FO-AI is building the intelligence infrastructure that family offices need to monitor portfolios, analyze deals, and make better investment decisions — powered by AI.
$17T
Total Addressable Market
30K+
Family Offices Globally
$600K
Seed Round
$5M
Pre-Money Valuation
Pitch Deck
The FO-AI Story
A structured narrative across problem, solution, market, model, and team.
01
The Problem
Family offices manage $17T in assets with spreadsheets and disconnected tools. Decision cycles are slow, visibility is limited, and critical signals are missed.
02
The Solution
FO-AI is an AI-powered advisory layer that provides portfolio monitoring, intelligent signals, deal analysis, and personalized investment intelligence.
03
Market Opportunity
$17 trillion under management across 30,000+ family offices globally. The segment is expanding rapidly with growing complexity and rising demand for intelligent tooling.
04
Business Model
Subscription-based SaaS from $2K/month (Foundation) to enterprise tiers up to $85K/month. Onboarding fees and advisory services as additional revenue layers.
05
Traction
Core architecture complete. Working demo live. Early family office conversations ongoing. Pilot program launching Q3 2025.
06
The Ask
Raising $600K at a $5M pre-money valuation (~12% investor ownership) to build the team, complete the product, and secure first paying clients.
Full pitch deck available in the Data Room. Contact founders directly for a guided walkthrough.
Product Demo
See FO-AI in Action
The platform brings together portfolio monitoring, AI-driven signals, and deal analysis in a single intelligent interface.
Portfolio Monitoring
Real-time visibility across all asset classes — real estate, private equity, public markets, and alternatives.
AI Signals
Intelligent alerts and signals surfaced from portfolio data, market conditions, and deal flow.
Deal Analysis
Structured AI-driven analysis of incoming opportunities, matched against investor mandate and risk profile.
Live Demo Available
Request a private walkthrough with the founders
The Team
Built From Both Sides of the Table
Investment expertise meets AI systems architecture.
Co-Founder & CIO
Family office investment specialist with deep expertise in wealth advisory strategy, portfolio oversight, and institutional investor networks. Brings direct access to the global family office ecosystem.
Co-Founder & CTO
AI systems architect and automation engineer. Specializes in scalable intelligent platforms and full-stack product environments. Leads FO-AI technology architecture and product development.
Contact
Start a Conversation
Request a demo, explore the data room, or reach the founders directly.