Family office · Singapore
A Singapore family office held positions across multiple private banks, with each bank's statement arriving in a different PDF format. The director needed a consolidated view; the team built it manually every week. We built an OCR + consolidation + risk-flagging system in 3 weeks. The director sees everything, live, without asking anyone.
The family office held positions across four private banks. Each bank produced statements in a different PDF format, on a different cadence. The director wanted one consolidated view of the portfolio — total exposure, currency mix, asset class allocation, internal dependencies, and a flag on anything unusual.
The team built that view manually. Every week. Two analysts spent the better part of a day each pulling numbers, re-keying them into a master spreadsheet, and reconciling the inevitable mismatches. By the time the director saw the spreadsheet on Wednesday, it represented Monday's reality.
For a family office moving real money in real time, "Monday's reality on Wednesday" wasn't visibility. It was a delay disguised as a report.
"I was making decisions on data I knew was a few days stale. I just had no way to fix that without hiring two more analysts."
Three weeks from kick-off to full deployment. Foundation Build plus one Function Cycle. The OCR was the unlock; the rest fell into place once the data was structured.
Family office scope was tighter than a full Foundation Build because the data sources were narrower. We compressed the schedule accordingly.
Manual compilation is fine when the data fits in one head. The moment it lives across multiple sources or formats, weekly compilation is a delay you've decided to accept. Most of the time, it's a delay you can stop accepting in three weeks.
No pitch. No proposal. We talk about your business, identify the leverage, and tell you honestly whether we can help.