Control & clarity across your investments

One view across operating companies, property, and investments — without the manual Excel work.

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The family office control challenge
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Diverse Holdings
Manufacturing, retail, property, investments - each with different systems and reporting formats.
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Lean Teams
A CFO and maybe one analyst managing complexity that rivals mid-sized PE firms.
Excel Burden
Days each month manually pulling, mapping, and consolidating data into spreadsheets.
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How Corvenia helps
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Connect any entity
Different ERPs, different industries, different chart of accounts. We handle it.
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AI-assisted mapping
Our AI maps accounts across systems. Your team reviews and approves.
Real-time, not last month
Continuous data flow shows you what's happening now, not what happened last month.
Built for lean teams
Not enterprise complexity. Right-sized for family office operations.

Before Corvenia

time

3 - 5 days per month

Manual consolidation work
  • Time-consuming manual processes
  • Risk of human error
  • Delayed insights and reporting

With Corvenia

real-time-sync

Real-time data sync

Always-current consolidated view
  • Automated data consolidation
  • Accuracy and low risk
  • Instant insights at your fingertips
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How Corvenia solves this
Connect to Control
Real-time data aggregation across all portfolio companies. Connect any ERP in days. AI handles account mapping automatically.
Continuous data ingestion (not monthly batches)
Intercompany eliminations automated
Work in Excel and Power BI
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KPI Monitoring
AI-powered early warning system. Detect margin drift, cash anomalies, and emerging problems across thousands of data points.
Anomaly detection across portfolio
Warning alerts
Drill-down to root cause
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What family offices use Corvenia for
Supported structures:
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Board-ready financials without the monthly scramble.
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Clear visibility across holdings for next-generation transitions.
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See performance across the portfolio to inform allocation and exits.
Let's explore the potential
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Stop wrestling with Excel