Understand the whole portfolio.

Operating companies, property and investments often live in different systems and follow different reporting structures. Corvenia brings them together in one trusted view.

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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.

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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

3 - 5 days per month

Manual consolidation work

Time-consuming manual processes
Risk of human error
Delayed insights and reporting

With Corvenia

Real-time data sync

Always-current consolidated view

Automated data consolidation
Accuracy and low risk
Instant insights at your fingertips

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

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.

Let's explore the potential