Product
AI workflows for family offices
SFO Logic is a managed AI workflow layer for family offices, configured around recurring back office, middle office, and board-level processes, and maintained by SFO Logic over time.
Workflow complete
Board pack preparation
Illustrative workflow example.
Context
Built around workflow gaps
Family offices often already have systems for accounting, reporting, document storage, and communication. The challenge is that important work still happens between those systems.
SFO Logic is being designed around these workflow gaps: the recurring processes where information needs to be collected, structured, reviewed, summarized, tracked, or followed up, without replacing the systems the office already uses.
The workflow layer is configured around selected workflows, then maintained and refined by SFO Logic over time — it is not a one-off automation project. It is an ongoing managed layer designed for local deployment and private AI workflow environments, suited to the way family offices actually operate.
Back office
Back office work often creates hidden operational drag. Onboarding packs need to be prepared, due diligence workflows need to be coordinated, entity and account records need to stay current, and document intake needs to be routed and handled consistently across the office.
The SFO Logic layer will structure these repeated administrative processes into secure, governed workflows that are easier to manage and less dependent on manual coordination.
Onboarding pack preparation
Prepare documentation packs for new entities, accounts, service providers, or governance requirements.
Due diligence workflow support
Organize, track, and structure materials across due diligence processes and requests.
Entity and account administration
Prepare updates, checks, and supporting materials for entity and account records held in the client's existing systems.
Email and document intake
Route incoming materials into the right workflow instead of leaving them buried in inboxes or shared drives.
Invoice and payment approval tracking
Track invoices, approval status, and payment confirmation across recurring operational obligations.
Internal control checklists
Support operational reviews, recurring procedures, and internal control processes.
Middle office
Middle office workflows are often critical, but still heavily manual. Wealth consolidation and reporting, bank statement processing, capital call and distribution tracking, commitment and liquidity monitoring, and manager update summaries frequently depend on spreadsheets, PDFs, custodian files, and repeated human review.
The SFO Logic layer will structure these workflows so information can be processed, checked, summarized, and prepared more consistently — with defined inputs, outputs, and human review points.
Wealth consolidation and reporting
Prepare reporting inputs, checks, and commentary from recurring source materials.
Bank statement processing
Extract and structure information from statements and supporting documents.
Capital call and distribution tracking
Track capital call notices, distribution events, and payment deadlines across private market allocations.
Commitment and liquidity monitoring
Monitor unfunded commitments, drawdown schedules, and liquidity requirements across investment obligations.
Manager update summaries
Summarize fund letters, investor communications, and manager reports into structured internal notes.
Collateral and exposure checks
Review collateral positions, exposure levels, and related documentation across counterparties and accounts.
Board and governance
Board and governance workflows depend on continuity. Materials need to be prepared, prior decisions need to be understood, action items need to be followed up, and advisors often need to be coordinated.
The SFO Logic layer will structure the work around meetings and governance so preparation, decision tracking, and follow-through become more consistent and less dependent on individual memory.
Board pack preparation
Assemble materials, summaries, supporting notes, and relevant context before meetings.
Investment committee materials
Prepare and structure materials for investment committee meetings and review sessions.
Meeting agendas
Prepare structured agendas based on recurring priorities, open items, and upcoming decisions.
Minutes and action items
Summarize decisions, actions, owners, and deadlines after meetings.
Prior-decision briefings
Prepare relevant prior decisions, supporting materials, and open follow-up items from the client's existing records.
Policy and mandate document reviews
Summarize and compare governance documents, mandates, and policies.
Workflow outputs
Workflows produce usable, decision-ready outputs
Each workflow is designed to turn recurring manual work into structured outputs the office can review and use. That may include summaries, checks, reports, task lists, governance materials, or follow-up items.
The goal is not automation for its own sake. The goal is to create outputs that help the office move from fragmented information to clearer action.
Product use cases
Explore where SFO Logic can create the most leverage
SFO Logic can start with a focused workflow area, then expand across the operating model where it creates the most value.
Wealth reporting
Reduce manual reporting preparation and move toward cleaner review packs.
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Private markets
Bring more control to capital calls, GP statements, performance updates, commitments, liquidity, and reporting inputs.
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Family administration
Organize advisor requests, tax document readiness, household records, renewals, and recurring follow-up.
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Governance and oversight
Create clearer decision context, action visibility, prior-decision briefings, and board-level follow-through.
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FAQ
Product FAQs
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Explore what AI could automate in your family office
The best starting point is usually one recurring workflow where the office already feels the pain.