Heritage FO: Portfolio Consolidation
Heritage Family Office
12
Deals tracked in one portal
3
Currencies consolidated
5
Sponsor relationships managed
1
Dashboard for all PE positions
The Challenge
Heritage held PE co-investments across 5 different deal sponsors. Each sponsor provided updates in different formats — some via email, some via shared drives, one via a basic portal. There was no consolidated view of total PE exposure, and multi-currency positions (USD, EUR, CHF) made reporting even more complex.
The Solution
Stak's investor portal aggregates all co-investments across sponsors into a single dashboard. Multi-currency support with 8 currencies provides automatic conversion. All documents are accessible in one place, and portfolio performance (MOIC, IRR) is calculated in real-time.
“We finally have a single view of our entire PE allocation. No more logging into 5 different portals or waiting for quarterly PDFs.”
— Heritage Family Office
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This case study uses a representative scenario based on common Stak customer workflows. Company names and figures are illustrative.