Institutional-grade decision integrity for a small team.
Most family offices are running portfolios that look like an institutional book on a team that fits in one room. Capital Refinery is the layer that lets a five-person investment team govern decisions like a fifty-person one.
Five risks small teams carry that institutional teams do not.
UBS reports that direct deals now account for the largest share of family office private market exposure, with most offices running these books on teams of fewer than ten investment professionals. The structure compresses the entire investment workflow into a handful of people. That is the strength — and it is the structural risk.
UBS Global Family Office Report, 2024
Three things small teams have not had access to.
Continuity across the team
The investment record is the team's institutional memory.
Every IC decision is a structured record with its thesis, assumptions, and conditions. When a principal leaves, the next person inherits the actual reasoning — not a folder of slide decks.
Direct deals and funds in one record
Underwriting and monitoring share the same data model.
Direct holdings and LP commitments live in the same structured record. The platform tests both against the same continuously updating market and operator data, in one view, on one screen.
Decision validity without a 50-person team
The IC is small. The diagnostic does not have to be.
Capital Refinery runs the same decision integrity loop as institutional credit and PE — surfaced for a team that needs to make every minute count and cannot afford to miss the window.
The research behind this.
Bring us a position.
A direct holding, an LP commitment, a co-invest. We'll show you the decision validity layer on the position you actually hold.