For Family Offices

One platform to manage all your PE co-investments. Consolidated reporting, multi-currency, and institutional-grade security.

Common Challenges for Family Offices

Problems Stak is designed to solve.

PE positions scattered across 5+ deal sponsors with no consolidated view

Manual currency conversion for multi-jurisdiction investments

Difficulty preparing consolidated reports for internal committees

No standardized reporting format across different sponsors

A typical workflow from onboarding to day-to-day operations.

View all co-investments across deal sponsors in one unified dashboard.

Track investments in 8 currencies with automatic conversion to your base currency.

Access deal documents, financials, and company data for every participation.

Export portfolio data in CSV/Excel for internal reporting, tax preparation, and compliance.

What family offices gain with Stak.

Aggregate all co-investments across deal sponsors and funds. One dashboard for your entire PE allocation.

Track investments in USD, EUR, GBP, CHF, CAD, SGD, HKD, and AUD with automatic conversion.

Export portfolio data for internal reporting, tax preparation, and regulatory compliance.

Priority support, dedicated account manager, and custom onboarding for family office workflows.

See how Stak works for family offices in our interactive demo.