One platform for everything you own
Startups, funds, property, stocks, cash and the debt against them, all in one portfolio.
Manage everything
you own
in one place
Leverage AI to organise and transform financial context into clean data, ready to be acted upon. Focus on making faster and smarter decisions.
Features
Everything you need to decide with confidence
Where is the concentration right now?
Three holdings carry 61% of net wealth.
PositionsQ3 valuation.pdfConcentration KPI
Talk with the portfolio
No more doubts. Retrieve and act on the portfolio directly, conversationally.
Test the waters before diving
Consider every possibility and every future. Make decisions on assets with no consequences.
Capabilities
How Madarai helps manage wealth
Six crucial capabilities that help you take smarter decisions by providing guidance alongside every step, all in one platform.
Document library
Extracts, analyses and categorises every document, so everything stays in order and within reach.
Market intelligence
Reads the deck, checks its claims against the mandate and the open web, and lays out market, competitors, team, runway, returns and what to ask the founders next.
Pipeline conversion
Discuss, approve or reject deals and opportunities with the team, all inside the platform.
Ask Madarai
Retrieve information and reason with the AI assistant about everything in the portfolio.
Branch and merge
Branch the portfolio to visualise an opportunity, and merge it back when it becomes real.
MCP connector
Bring Madarai into any trusted AI assistant and use it wherever the work happens.
Deep Dive
Deep Dive — Scenarios
Visualise the impact of any move before executing it
With Ask Madarai you can build different scenarios and alternative realities of the portfolio. Sell a position, buy a property, run any action at all, and see how it plays out in a sandbox — the main portfolio is never touched.
- Net wealth and per-asset change, set against the real portfolio
- Concentration and liquidity recomputed, not estimated
- Recent news and price history on the holdings involved in each scenario
- Freedom to promote a scenario or discard it
Scenarios
Visualise the impact of any move before executing it
With Ask Madarai you can build different scenarios and alternative realities of the portfolio. Sell a position, buy a property, run any action at all, and see how it plays out in a sandbox — the main portfolio is never touched.
- Net wealth and per-asset change, set against the real portfolio
- Concentration and liquidity recomputed, not estimated
- Recent news and price history on the holdings involved in each scenario
- Freedom to promote a scenario or discard it
MCP and Ask Madarai
Ask questions and make decisions directly within your favourite AI tools
Integrate Ask Madarai into your favourite AI tools like Claude, GPT, Gemini and many others, to control and manage the portfolio from a distance, or use the built-in chat. This allows any kind of action: reading analyses, taking portfolio decisions and staying up to date with the team.
Dealflow pipeline
From submission to decision, with the whole portfolio in context
Deal submissions are screened against the internal mandate and external market with the full portfolio in view, helping the team focus on the opportunities that are actually worth considering and move efficiently from discussion to decision with minimal distractions and noise.
Pricing
Plans that scale with your needs
Whether you’re a solo investor, wealth owner, family office, or multi-family office, AskMadarai offers a flexible range of plans designed to fit your financial needs.
Angel · solo investor
Pro
€19/month · 1 seat
€190/year — two months free
- Documents / month
- 20
- Messages / month
- 150
- Workspaces
- 1
- Decks and documents → a structured deal, with per-field confidence
- 0–100 score against the mandate thesis, overridable with a reason
- Searchable memory over the filed documents, with citations
- Memo export to PDF
Most chosenStart 14-day trial
Wealth owner · one-person office
Plus
€79/month · 1 seat
€790/year — two months free
- Documents / month
- 75
- Messages / month
- 500
- Workspaces
- 3
- Everything in Pro, plus the wealth plane: accounts, custodians, positions, liabilities, protections
- Bank statement import and reconciliation — the bank’s closing balance always wins
- Scenarios branch → preview → confirm, forecast, XIRR from real cash-flow dates
- Quote, valuation and market-news monitoring
- XLSX and PPTX export · MCP and API keys: drive it from Claude
VC fund · CVC · multi-family
Team
€299/month · 5 seats
€2,990/year · +€49 per extra seat
- Documents / month
- 250
- Messages / month
- 2,000
- Workspaces
- 10
- Shared memory across the whole team, with roles and permissions
- Embeddable public deal-flow form + inbound by email
- Families, groups and sub-portfolios: one client per workspace
- Exportable audit trail and ledger, proposal accept-rate
- One-hour guided onboarding, priority support
Structured family office · bank · corporate
Enterprise
from €25k/year
Setup and migration €8–15k one-off
Book a walkthrough- Documents / month
- custom
- Seats
- unlimited
- Entities
- unlimited
- EU data residency or a dedicated deployment
- SSO, DPA, SLA and an audit ledger you can hand to a reviewer
- Thesis rubrics and KPI packs built around the mandate
- Integrations on request · private MCP
- Implementation and training delivered by KVA
FAQ
Your questions, answered plainly
Is my data shared with other users?
No. Each organisation is a boundary at the database level, and your documents are indexed only for you. Nothing you upload is used to train a model.
Does it move money or place trades?
No. It has no connection to a broker or a bank that could execute anything. It reads, organises and proposes; every write to the book waits for a confirmation.
What can it actually read?
Pitch decks, term sheets and shareholder agreements, bank and broker statements, founder reports, board minutes, KPI packs and tax documents. It reads the wording, not just the file name.
Does the AI decide for me?
No, and it will not pretend to. It maps what is known, says what is contested, and shows its sources. Buy and sell calls are not something it makes.
What kinds of investment does it handle?
Cash, stocks, funds, bonds, real estate, private equity, venture capital, crypto, collectibles, pensions and insurance-linked holdings, together with the debt against them.
Can I try it now?
Access is granted case by case while the product is in private use. Request access and tell us what you hold.
Access
Currently in private use
Madarai is being used by its first investors while it is built. Tell us what you hold and how you track it today, and we will be in touch.