Captools/net Reviews

The family manages one or several operating businesses. It typically holds commercial real estate in its portfolio to help its business operations. It also holds passive investments in related businesses, maintains interentity loans and/or guarantees, and collects personal assets of worth (e.g. art, automobiles). The second generation is now managing the family's legacy assets. The wealth creator's children leveraged the family assets to start businesses and invest in investments that interest them. To benefit the third generation, and beyond, a solid estate plan is essential. The family foundation management requires more attention than in generation 1. The generation that created family wealth was able to do so through significant liquidity events. It is now held in many trusts for the benefit of children and grandchildren. The family has a diverse portfolio of investments that favors direct and alternate investments.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements