Portfolio Intelligence
Exposure and concentration across holdings
ELARA
ELARA
Elara gives family offices one clear system for tracking private investments, capital activity, performance, and exposure.
Private market portfolios are often managed through a patchwork of capital call notices, manager reports, spreadsheets, and manual updates While larger institutions have dedicated systems and teams, smaller family offices are too often left without the tools they need to track performance, liquidity, and exposure with confidence
Stop running your private-market portfolio in spreadsheets. ELARA brings capital calls, distributions, valuations, ownership, and documents into one operating view — with performance math you can trust.
Upload a capital-call notice or statement and AI fills in the data for your review — no more manual keying. (Professional and above.)
ILPA-aligned performance multiples and XIRR are calculated for you and recalculated whenever your underlying data changes.
Mixed-currency portfolios use the contemporaneous FX rate for each cash flow — not a single flat rate — so your IRR is actually correct.
Build quarterly report packs from live portfolio data and export branded PDFs for principals — no slides to stitch.
Project upcoming capital calls and distributions with adjustable assumptions — plan liquidity months ahead, not weeks.
Single-family offices leaving spreadsheets start on Essential. Established offices with multi-entity structures, multiple users, and approval workflows run on Professional. Multi-family offices and RIAs serving multiple client families run on Enterprise — with SSO, white-label reporting, and resource-level access grants.
Exposure and concentration across holdings
Key performance metrics, made decision-ready
Commitments, calls, and distributions in one view
Automated capture, less manual work
See how ELARA gives family offices and investment teams a more readable, structured way to track performance, liquidity, and exposure across private markets
