Family Office

Consolidated clarity across your investments

One view across operating companies, property, and investments — without the manual Excel work.

The family office consolidation challenge

Diverse Holdings

Manufacturing, retail, property, investments - each with different systems and reporting formats.

Lean Teams

A CFO and maybe one analyst managing complexity that rivals mid-sized PE firms.

Excel Burden

Days each month manually pulling, mapping, and consolidating data into spreadsheets.

How Corvenia helps

Connect any entity

Different ERPs, different industries, different chart of accounts. We handle it.

AI-assisted mapping

Our AI maps accounts across systems. Your team reviews, not builds.

Real-time, not last month

Continuous data flow shows you what's happening now, not what happened last month.

Built for lean teams

Not enterprise complexity. Right-sized for family office operations.

Before Corvenia

Manual consolidation work

With Corvenia

Always-current consolidated view

How Corvenia solves this

Available Now

Consolidate

Real-time data aggregation across all portfolio companies. Connect any ERP in days. AI handles account mapping automatically.

Continuous data ingestion (not monthly batches)

Inter-company eliminations automated

Work in Excel and PowerBI

What family offices use Corvenia for

Supported structures:

Board-ready financials without the monthly scramble.

Clear visibility across holdings for next-generation transitions.

See performance across the portfolio to inform allocation and exits.

Stop wrestling with Excel

See how Corvenia gives you consolidated clarity in days, not months.