Neo brings every asset into one warehouse your business owns, automates the reporting, then works across the whole portfolio to surface the risks and opportunities, ready for your next decision.
| Item | Status |
|---|---|
| Q3 capital statement | Chased 2x |
| ICR headroom 12% | Watch |
| Lease expiry, 94 days | Review |
| NAV updated, p.4 | Reconciled |
| 2 news alerts | New |
Capital account statements arrive as PDFs. Broker reports come as exports. Property managers email rent rolls. Borrowers send packs in whatever format they like. Someone keys it all into Excel, and by the time it reaches the board it is six weeks old.
Global platforms were built for US and European offices. They handle Australian private markets poorly, so most offices end up hiring people just to feed the software.
Neo collects every document, reads it, checks it against what it already knows, and stores the result in a warehouse in your name. Everything on screen traces back to the page it came from.
Start with the module that hurts most. Add the rest as you go. They all write to the same warehouse, so the view gets richer with each one.
Positions, performance and the news that moves them, mapped to every holding.
NAV, calls, distributions and fees pulled from every fund report and reconciled.
Borrower packs read, covenants tested and headroom tracked every cycle.
Lease terms extracted, expiries tracked, income tied back to the portfolio.
Your format, your branding, refreshed from the warehouse every cycle.
Ask the portfolio anything. Every answer cites the documents behind it.
Most platforms keep your data in their cloud and charge you to get it back. Neo builds the warehouse in an account your business owns, so the knowledge stays with the family, whatever happens next.
The warehouse lives in a cloud account owned by your business, not ours.
Your data stays onshore, with sign-in protected by two-factor authentication.
Every figure links to the page and document it came from. Audit-ready by default.
Export everything at any time, in open formats your next adviser can read.
Client names are kept confidential. We are happy to walk you through either build in a demo.
No twelve-month transformation program. We start with your real documents in week one and test against past quarters before anything goes live.
A 30-minute demo of Neo using the kinds of documents your office already receives. No slides.