Control & clarity across your investments

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

The family office control challenge

Diverse Holdings

Manufacturing, retail, property, investments - each with different systems and reporting formats.

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.

How Corvenia helps

Connect any entity

Different ERPs, different industries, different chart of accounts. We handle it.

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

Manual consolidation work

With Corvenia

Always-current consolidated view

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

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

What family offices use Corvenia for

Supported structures:

Board-ready financials without the monthly scramble.

Clear visibility across holdings for next-generation transitions.

See performance across the portfolio to inform allocation and exits.