Research direct investments, funds, managers and opportunities across Real Estate, Venture Capital, Private Credit and Digital Markets through one connected environment.
Fontavis brings market intelligence, investment research, portfolio context and expert guidance together — giving family offices a clearer view across the private and digital markets in which they invest.
Direct investments. Funds. Managers. Private markets. Digital markets. Connected.
A family office portfolio may contain direct real estate, venture investments, private-company funds, private credit, external managers and digital-market exposure. Different markets produce different information, reporting structures and research requirements. Fontavis creates a common intelligence layer across those markets while preserving the detail needed to understand each investment individually.
Fontavis Intelligence · Research · Monitoring · Expert Guidance
Go deep within an individual market or follow relationships across multiple parts of the private and digital ecosystem.
Connected by shared managers, funds, companies, investors and research across markets.
Family offices investing directly need a different level of information than investors allocating exclusively through funds. Move from the investment itself into the market, relationships and comparable activity surrounding it.
For externally managed allocations, Fontavis helps family offices research available information around managers, funds, strategies, fund history, investment activity, portfolio composition, sector and geographic exposure, underlying investments where available, and relevant performance information.
Compare managers using criteria appropriate to the strategy.
See Portfolio Look-Through above for a sample manager/fund hierarchy.
Connect manager-level research with the companies, properties, borrowers and other assets driving the underlying exposure.
Family offices can move from market research into available investment opportunities through Fontavis Investor Access — reviewing market, strategy, manager, investment focus and relevant research, and continuing through the applicable access process when an opportunity is relevant.
Real Estate
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ExploreVenture Capital
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ExplorePrivate Credit
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ExploreDigital Markets
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ExploreFontavis can help family offices organize private and digital market exposure across direct investments, fund investments, managers, markets, strategies, sectors, geographies and investment themes.
This view is focused on private and digital market exposure — not full household balance-sheet aggregation.
Where sufficient underlying information exists, Fontavis can help family offices investigate overlap across direct investments and external managers — across companies, properties, borrowers, sponsors, markets, sectors, geographies, digital assets and investment themes.
Viewed separately, these investments appear different. Viewed together, they may represent a significant shared exposure to the same investment theme.
Example — AI Infrastructure
Fontavis does not generate an automatic "concentration risk score." This view is designed to reveal relationships and exposure, not to assign risk ratings.
Fontavis Monitor™ can help family offices organize relevant private and digital market investments and follow developments over time where supported.
Watchlist
Portfolio Developments
Market Developments
Research Updates
Fontavis Research helps family offices follow developments shaping Real Estate, Venture Capital, Private Credit and Digital Markets, including cross-market themes such as AI infrastructure, data centers, housing, private credit expansion, energy infrastructure, tokenization and digital asset institutionalization.
A portfolio company connects to relevant sector research. A property connects to market research. A private-credit investment connects to credit-market analysis. A digital strategy connects to market-structure research.
For family offices operating across both traditional alternatives and emerging digital markets, Fontavis provides a common research framework for investigating tokenized funds, tokenized private credit, tokenized real estate, digital securities, blockchain infrastructure companies, digital asset venture investments, stablecoin infrastructure and on-chain capital markets.
Family Office Intelligence
Where supported, Fontavis intelligence can be incorporated through exports, APIs, data feeds, integrations and custom reporting.
Where actual product capabilities support it, family offices may connect selected internal investment information with relevant Fontavis market intelligence. Fontavis does not provide full family-office accounting, general ledger, tax reporting or consolidated wealth reporting.
Explore Data & Integrations →Research individual assets and externally managed allocations through one environment.
Connect Real Estate, Venture Capital, Private Credit and Digital Markets.
Understand managers, markets, sectors, themes and underlying exposure.
Combine structured intelligence with investment research and specialist support.
Not every feature is appropriate for every organization.
Research direct investments, managers, funds and opportunities — and understand how markets, assets and investment themes connect across a complex alternative portfolio.