USE CASES
Family Office Investment Decision Flow (ViewpointAI + Clarity)
Our goal: Provide a structured, transparent, and collaborative framework for making investment decisions across a family office portfolio, balancing risk, return, and strategic alignment.
1. Decision Criteria (Define Portfolio Objectives)
Purpose: Establish what the investment needs to achieve in the context of the family office portfolio.
Human Input: Define priorities such as:
Long-term growth vs. income generation
Risk tolerance and diversification
ESG, impact, or legacy considerations
Liquidity requirements and time horizon
Alignment with broader portfolio strategy
Clarity’s Role: Suggests additional criteria based on historical portfolio performance, peer family office benchmarks, and market trends.
Output: Weighted decision criteria and viewpoints forming the foundation for portfolio-aligned evaluation.
2. Data Capture (Build the Investment Data Room)
Purpose: Collect all relevant information on potential investments.
Human Input: Financial statements, fund documents, legal contracts, market research, management profiles, regulatory compliance reports.
Clarity’s Role: Extracts, standardizes, and enriches data; identifies gaps; incorporates macroeconomic and sector-level data relevant to portfolio risk.
Output: Centralized, structured data room supporting thorough portfolio-level analysis.
3. Decision Making (Rank & Compare Opportunities)
Purpose: Evaluate each investment in the context of the family office portfolio.
Human Input: Assess qualitative factors such as manager experience, strategic alignment, and relationship network.
Clarity’s Role: Scores and ranks investment options using weighted criteria, evaluates portfolio impact, highlights risks, trade-offs, and diversification effects, and enables scenario modeling.
Output: Ranked list of investments with transparent reasoning and portfolio-level impact assessment.
4. Decision Reporting (Transparency & Verification)
Purpose: Document and communicate investment decisions with clarity and accountability.
Human Input: Approve final investment decisions and contextualize for family members or trustees.
Clarity’s Role: Generates automated reports showing decision rationale, criteria weights, scoring, risk analysis, portfolio alignment, and supporting data.
Output: Transparent, auditable reports suitable for internal governance, compliance, and family communication.
Core Capabilities Throughout
Human: Strategic insight, portfolio context, judgment, family values integration
AI (Clarity): Data extraction, scoring, ranking, risk and portfolio analysis, scenario modeling
Collaboration: Multi-stakeholder input from family members, advisors, and investment committees
Analysis: Identify patterns, risks, opportunities, and portfolio impacts
Reporting: Automated documentation ensures transparency, accountability, and governance compliance
Clarity’s role: Acts as an AI co-pilot through the family office investment process — guiding criteria definition, analyzing opportunities, and generating portfolio-aligned decision reports, while humans make the final, values-aligned investment decisions.
Let’s Build Smarter, Faster Decisions Together
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