With your team
We build it with your team
Your team works alongside us. The first step comes off the month-end queue while we build, and you keep a team that can take on the next one without us.
You own it when we step back.
For CFOs of family offices and groups with many entities
The family asks a question. You answer before lunch.
Not next week, after three people pull three statements.
We put AI employees on the roll-ups, reconciliations and notices that hold up your month, and every figure traces to its statement.
Your week
You were hired to think. Your week goes to matching.
Every CFO of a family office or a group describes the same month.
When the family asks a simple question, how many people pull how many statements before you can answer?
How much of the first week of the month goes to matching statements from every bank and custodian?
Which small break from March will be the auditor's question in April?
When a capital call arrives, who checks it against the commitment, and the bank details, by hand?
You don't need another system. You need every answer the same day, and every break the day it happens.
Why the work slips
Read, matched, traced. You approve.
Work pays at the step where it waits. In a family office or a group that is rarely the investing: it is the roll-up, the reconciliation, the notice and the paper that wait for someone to get to them.
Where AI gets pointed first
The impressive stuff
- A new consolidation system
- A dashboard of everything
- A chatbot over your files
Each one speeds up a step. If that step was never holding you back, the work queues somewhere else, and nothing changes.
Where the work waits
The constraint
- A reconciliation that holds up the month
- A statement that arrives in its own format
- A question the family asked last week
Speed up this step and everything behind it moves. This is the one job to give AI first.
Worked example · A family office's month
A break found, a call checked, a question answered before lunch.
Watch Disha and her team take a family office through day 3 of month-end: reports gathered, statements matched, a break explained, a capital call checked, the CFO's approval, and the family's question answered the same day.
Plays through all six steps. Tap any step to take over.
Worked example. A fictitious family office; its figures are illustrative. The method is real.
The AI does the work. You approve every step.
In short
What you get
- Every figure traced to the statement it came from.
- Every break listed the day it happens, with its evidence.
- Money-back guarantee: five times our fee, or a full refund at week 6.
What you can check
Every figure, traced.
- Every answer links to the statement it came from.
- Every break comes with its evidence.
- Every step is logged: what was read, what was proposed, who approved it and when.
- At week 6, you decide whether we're on track. If not, a full refund.
Questions
What CFOs ask us.
Where does our data go?
Nowhere new without your agreement. We start read-only on statements, reports and papers, nothing is migrated, and where it runs is agreed with you before anything starts. Your IT team is welcome to review the setup.
Can it make up a number?
No figure is ever typed by a model. Statements are read, matched by plain rules, and every figure in an answer links to the statement it came from, so you can check it in minutes.
Which banks and custodians?
Any that send you statements, whether by file, PDF or portal, in whatever format they use.
Will it move money?
Never. No payment, transfer, capital call or entry moves until a named person on your team approves it.
What will our auditor see?
A log of every step: what was read, what was proposed, who approved it and when.
What does it cost?
The assessment is free and private. Fees are agreed after it, and carry our money-back guarantee: five times our fee, or a full refund at week 6.
How it worksWho does the work, and how we start
What our AI does. Four verbs cover all of it.
Reads
Statements, manager reports, notices and investment papers.
Clicks
Bank, custodian and fund portals.
Watches
Breaks, due dates and missing reports.Watching only. It never moves money.
Never decides
No payment, transfer or entry moves until a named person approves it.
Your AI team
A chief of staff and four specialists.
Each AI employee has one job at the step where your month waits. Every item comes to you, or the person you name, to approve.
AI All five are AI employees. You are the only person on this chart.
YouCFO or principalThe person who approves.
DishaAI Chief of StaffReads mail, meetings and the books across every entity. Turns the monthly review into owned, dated actions, and routes work to the team. Never decides.
- NishaConsolidation AnalystRolls up manager and entity reports into one view, and chases what is missing.
- DevReconciliation ClerkMatches bank and custodian statements to the books, and lists every break with its evidence.
- TaraCapital Calls OfficerChecks each call and distribution against the commitment, and queues it for approval.
- KabirInvestment Paper ReaderReads memos, fund reports and decks, and pulls out what you need to decide.
Short of people? A Loopsmith, our engineer, can run the team for you.
Where your month waits
Four steps where the work queues.
The same four come up in almost every month. One of them holds the rest back. That is where we start.
- Roll-upsManager and entity reports, gathered and rolled up into one view.
- ReconciliationsBank and custodian statements matched to your books, with every break listed.
- Capital calls and distributionsEach notice read, checked against the commitment, and queued for approval.
- Investment papersMemos, fund reports and decks read, with the points that matter pulled out.
How it works
The first two steps are free.
We start with one step where your month waits, on your own statements.
2 minutes
Tell us
Your name, office or group, WhatsApp and email. We message you within one working day.
Private
Get assessed
A short conversation about where your month waits. We find the step that holds the rest back.
Within 48 hours
Decide
A two-page note you keep either way: where your month waits, and the first two AI employees to hire.
If you go ahead
With your team, or run for you.
Loopsmith services: AI-native services. Our AI does the work, our engineer runs it, your people approve every figure.
Run for you
Our Loopsmith runs it for you
A Loopsmith, our engineer, runs your AI team and keeps it running. For offices without people to spare, or principals who want it done fast.
The Loopsmith does the work. Your people approve.
Free assessment
Book a private assessment.
Four fields, or one tap on WhatsApp. Everything you tell us stays between us.
- Within one working dayWe message you on WhatsApp to set a time.
- A short conversationAbout where your month waits. No slides, no price list.
- A two-page report within 48 hoursWhere your month waits, and the first two AI employees to hire. Yours to keep, whether or not you work with us.
WhatsApp us Rather talk? One tap opens WhatsApp with us.