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A private viewing.
This proposal is held behind a passcode.
This proposal is held behind a passcode.
We start where everything else stands: a central, cloud-based data layer that turns your custodians into one place you can see — and slice — your entire book. Get that right, and every vertical becomes a module on top.
The destination is a single, scalable platform that spans the family office. We don't build all of it at once — we build the layer that lets us add each piece as a module.
One sentence is the brief for this engagement. Everything below serves it.
Build a single vertical first and each one re-invents the same data plumbing. Build the foundation once — a central database that is the source of truth — and every vertical sits on top of it.
AWS gives us room to add custodians and stand up the five modules without re-architecting. → press space to build the pipeline
Custodian feeds land raw, get curated once, then surface two ways — a dashboard your team reads and an AI layer your team asks. All on AWS, built to add custodians and modules without re-architecting. — tap a lens above. Visibility — the dashboard surfaces performance vs. benchmarks, SIPO risk & breach alerts, dividends & upcoming earnings, and a view per custodian. The whole book, the moment data lands. AI layer — sits on the curated data: flags portfolios in / out of line with each mandate, answers plain-language questions, examines price distributions, and (next) predictive analytics.
A family office runs on confidentiality. The foundation is built so your data is protected by design — and never leaves your control.
This builds on a portfolio dashboard we've already delivered for another family office — so we're scaling something that works in production, not starting from scratch.
Parameters are yours to set. Alerts fire at portfolio level the moment a limit is breached — or close to it.
We've already built this for another family office. Click through to a live example you can explore yourself — it's the real product, running on entirely made-up data.
Open the live dashboard interactive example · all data fictional · opens in a new tab →Another deliverable we've produced for a family office: concise memos that turn an earnings print into a decision. The same data layer feeds them.
Q3 revenue $2.41bn, +14% YoY — a 3% beat. EPS $1.32 vs $1.18 est. Operating margin +180bps to 24.6%. FY guidance raised to high-teens growth.
The position is 6.3% of the equity sleeve — a top-5 holding. The beat strengthens the 12-month thesis; quality and momentum screens both improve. No mandate or concentration limit breached.
Hold. Trim only if it approaches the 10% single-position cap. Watch FX — ~38% of revenue is EUR-denominated.
Modules are scoped and sequenced as we go — no budget pre-committed here.
Two senior people who design, build and own the platform for you. No juniors, no hand-off. You own your data and every curated layer we produce; export terms are set in the SOW.
300% enhanced R&D deduction via Midas as a certified DLRI — next slide. Fee shown is a placeholder to confirm.
Working with Midas on this build qualifies for a 300% enhanced R&D deduction from the HK Inland Revenue Department — cutting the effective cost of the foundation by roughly half.
300% on the first HKD 2M of qualifying spend; 200% above. A tax-planning advantage, not a fee reduction — confirm filing mechanics with your tax advisor. Source: IRD — R&D (Cap. 112).
Happy to loop Stefan in too — send me his email and I'll share this with him. Looking forward to revising the plan together.
Thank you for the energy on this — genuinely looking forward to building it with you.
midasanalytics.ai →