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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.
Every stalled data project we've seen starts the same way — teams rush to build use cases before the foundation exists. So it wobbles, then it falls. We build the base first; everything else stands on it.
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 , built to add custodians and modules without re-architecting. 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, and examines price distributions. The answers flow straight to your team.
A family office runs on confidentiality. The foundation is built so your data is protected by design — and never leaves your control.
Your SIPO — Statement of Investment Policy and Objectives — sets the rules. Parameters are yours; we set them together. Here are four live examples of what the monitoring catches as the book moves; step through them.
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.
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.
One fixed price to build it — then a modest monthly to run & maintain the live foundation.
300% enhanced R&D deduction via Midas as a certified DLRI — next slide. Fees shown are placeholders to confirm.
You own your data and every curated layer we produce; export terms are set in the SOW.
Building with Midas qualifies for Hong Kong's 300% enhanced R&D deduction — bringing the effective cost of the foundation down to roughly half the fee.
Midas is a certified DLRI (No. D041). 300% on the first HKD 2M; 200% above — confirm filing with your tax advisor. Source: IRD (Cap. 112). Fee is a placeholder.
A short call to walk through this plan and revise the scope together.
We draft and circulate the NDA and a simple statement of work. You sign — about a week.
Scoping, data-access requests, and the foundation starts building.