A workspace per fund. A house that holds them.
For small funds
Positions, CRM, documents, and day-to-day operations for small funds that run a little like a family office. A workspace per vehicle, without an LP portal bolted on.
Built for how a fund house actually files work
The operating problem is the same one family offices know well—many entities, many PDFs, one team. FamilyOFX gives you a parent shell with a workspace per fund, not a single blended book pretending to be the truth.
A workspace per fund
Open a fund organisation under the house. Positions, capital activity, documents, and contacts stay with that vehicle—not mixed into a house-level dump.
House brand on every fund
Logo and colours from the parent. People working in a fund workspace see the house, not a generic product chrome.
Templates and consolidated reports
Design reports at the house, share them into new funds, and keep a consolidated view when you need the book—not twelve exports.
Document-led updates
Notices, statements, and manager letters attach to the fund they belong to. Ingestion can draft the update; your team reviews before it posts.
Support and calendar at the house
Requests from a fund workspace route to the parent inbox. Shared calendars from eligible funds aggregate so closes and LP meetings are not a scavenger hunt.
Billed at the house
Fund-house billing follows an agreed monthly Stripe invoice on the parent, sized to the book—not the published single family office price list. Until that invoice is active, new funds open on Personal limits.
Stand up the house, then the vehicles
Do not start with a tool bake-off. Decide the operating model, then put a workspace under each fund.
01
Explore
Map funds, share classes, and who needs access today. Find where data already lives—administrators, managers, and inboxes.
02
Design
What belongs in the house versus the fund workspace. Reporting cadence, branding, and who may enter a fund.
03
Build
Create the fund house, open funds, share templates, and move the first vehicle with a reversible process.
04
Operate
Enter funds when the work requires it, keep the house view current, and adjust as vintages and LPs change.
Questions from fund houses
How FamilyOFX works when the parent is a fund house rather than an MFO.
Same parent shell, different labels and child type. An MFO opens client family offices. A fund house opens funds. Branding, templates, consolidated reports, inbox, and calendar work the same way.
No. We do not offer an LP portal at this time. FamilyOFX is a tool to manage the fund’s positions, CRM, documents, and day-to-day operations—for small funds that run a little like a family office.
Fund houses use the parent plan with an agreed monthly Stripe invoice. The Personal / Pro / Generational cards on the single family office page do not apply. Until the house subscription is active, new funds open on Personal limits. Contact us with how many funds you run, or see Billing → Parent offices in the docs.
Pick the parent type that matches the operating model you need first. If you need both under one house, talk to us—do not force families into fund workspaces or the reverse.
Child support lands in the parent inbox, so the house team answers. It is not routed to a generic FamilyOFX mailbox for that path.
Ready to run funds from one house?
We will size a fund-house workspace to your vehicles—not an SFO plan with extra names on the door.