One governed view of the public-market book
See positions, cash, exposures, sleeves, concentration and risk across the portfolios managed internally.
Family offices
Institutional discipline without institutional complexity
OneBook gives family offices managing active public-market portfolios a private investment decision layer for research, portfolio oversight, risk, governance and reporting.
Instrument Master Identity
Warehouse Facts + compute
User State Decisions
Audit Evidence
The problem
Investment knowledge is distributed across people and systems.
Family-office investment knowledge is frequently distributed across:
- Spreadsheets.
- Custodian portals.
- Investment committee documents.
- Email.
- External-manager reports.
- Personal knowledge held by a small number of people.
This creates operational dependency and weakens continuity across investment teams, principals and generations.
What OneBook provides
Private control without unnecessary bureaucracy.
Preserve the house view
Maintain the scenarios, assumptions and evidence behind major allocation and security decisions.
Introduce controls without building bureaucracy
Use position, sector, liquidity and portfolio limits with clear exception and approval handling.
Improve investment-committee decisions
Present the current state, proposed change, expected risk and supporting thesis in one reviewable workflow.
Build durable institutional memory
Preserve why a decision was made, who approved it, which evidence was available and what happened afterwards.
Keep the environment private
Deploy OneBook in a private, single-tenant environment and integrate it with the office's existing custodian, broker, administrator and research stack.
Best-fit family offices
For active public-market teams that need continuity.
- Single-family offices with active internal public-market management.
- Multi-family offices with discretionary public-market portfolios.
- Offices operating several accounts, sleeves or investment mandates.
- Teams seeking stronger investment-committee and succession continuity.
OneBook is not initially marketed as a complete private-equity, real-estate or alternatives accounting platform.
Product proof
Show the evidence, not only the promise.
Next step
Review how OneBook can sit above your current family-office stack.
Bring one active public-market workflow that depends on spreadsheets, portals or personal memory — we'll map the governed layer around it.
Request Demo