Family Office Portfolio Management Software
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.
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AI document extraction
Upload a capital-call notice or statement and AI fills in the data for your review — no more manual keying.
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Automated IRR, TVPI & DPI
ILPA-aligned performance multiples and XIRR are calculated for you and recalculated whenever your underlying data changes.
- 03
Multi-currency, done right
Mixed-currency portfolios use the contemporaneous FX rate for each cash flow — not a single flat rate — so your IRR is actually correct.
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Cross-entity ownership
Model Trust → LLC → Fund chains and see both the full investment view and your attributable, ownership-scaled economics.
Built for the way family offices actually operate
Single-family offices leaving spreadsheets, established offices with multi-entity structures, several users, and approval workflows, and multi-family offices that need each family's access kept separate all run on Elara — with resource-level access grants and reports carrying your own logo when you need them.
Frequently asked questions
Yes. Elara is purpose-built around private-market semantics — commitments, capital calls, distributions, NAV, and ownership — rather than a generic BI dashboard adapted to finance.
Pricing is scoped to your office: one subscription based on the entities, investments and people you track, never a percentage of your assets. Request a demo and we'll put together a quote with you.
Yes. Elara supports multi-entity structures, cross-entity ownership chains, and multi-currency portfolios with automatic, date-accurate FX conversion.