A single workspace for a genuinely broad book.
Public and private equity, real estate, credit, venture, funds, alternatives, and macro questions use evidence routes suited to the asset.
For family offices
A broader analyst bench for a broad, multi-asset book.
Starwood AI helps single-family and multi-family offices screen more opportunities, challenge external underwriting, investigate existing holdings, and retain the evidence behind every decision—without adding institutional headcount.
Family office workflowMulti-asset
Operating advantageInstitutional diligence without institutional headcount.
ScreenGive every opportunity a disciplined first pass.Deals · funds · co-investments
ChallengeTest the case before it reaches the principal.Sources · models · downside
WatchKeep holdings and theses under review.Evidence · risk · next action
Every opportunityApply the house mandate consistently across inbound deals, funds, direct investments, and unfamiliar sectors.
Every holdingConnect current evidence, exposure, risk, watch criteria, and the original investment thesis.
Every decisionPreserve a reviewable record for the CIO, principal, investment committee, and future portfolio reviews.
Your mandateHouse principles, risk rules, and IC questions shape the work.
Your contextPrivate documents and account-scoped data stay connected to the case.
Your approvalPeople retain final responsibility for every investment decision.
Where Starwood AI fits
One research standard across the work that competes for a lean team’s attention.
Start with a quick question or a full diligence brief. The source record can continue into monitoring, portfolio review, and governed follow-through.
Core workflows
From the inbound pipeline to the existing book.
01 / ScreenAssess new direct investments, managers, funds, co-investments, and special situations against the real mandate.Pipeline coverage · mandate fit · next diligence gates
02 / ChallengeIndependently review a sponsor memo, CIM, model, valuation, return case, or external recommendation.Primary evidence · assumptions · downside · open questions
03 / InvestigateAsk what changed in a company, property, fund, credit, venture position, or listed holding.Fresh evidence · thesis movement · risk context
04 / ContinueTurn the decision record into watch criteria, recurring monitors, and whole-book portfolio context.Decision memory · review cadence · human approval
Built around the office
Depth where it matters. Control where it counts.
Starwood AI expands research capacity while keeping the office’s own standards, evidence, and decision rights visible.
The files only your office has can inform the work.
Teasers, CIMs, models, board material, prior memos, and Data Vault sources remain account-scoped and permissioned.
The answer arrives ready to inspect, not merely consume.
Sources, calculations, warnings, evidence gaps, follow-ups, and optional Fact Check status stay attached for review.
Start with real work
Bring one opportunity—or one position from the book.
See how Starwood AI expands the office’s research reach while preserving its judgment.