Gather for Family Offices
One clean view of every private investment.
Gather collects updates and documents across your funds, direct deals, and alternatives, extracts the numbers, and links each to its source. Your team reviews the data.
The problem
The reporting is only as good as the data behind it.
Many asset classes
Funds, direct deals, real estate, private credit — each reports differently.
Data’s fragmented
Statements and K-1s land across inboxes and drives.
Principals want clarity
A clean, current picture, on demand.
Discretion matters
Sensitive data needs careful handling.
How Gather helps
Every position, current and traceable.
Multi-asset
Direct positions, fund stakes, and alternatives in one record.
Source-linked
Every figure stays connected to its original email or document.
Audit and tax prep
Organized data when K-1 season and reviews come.
Feeds your stack
Clean data for your reporting and accounting systems.
Who it’s for
Built around your portfolio.
Single family offices
One record across a diversified private book.
Multi-family offices
Consistent reporting across relationships.
Investment offices
Direct positions prepared ahead of review cycles.
Bring it together
Every private investment, in one clean view.
Tell us how you work today. We’ll show you how Gather can help.
Let’s chat