One view across equities, credit and everything else.
A Sydney family office was paying for several data tools and still rebuilding its portfolio in Excel. Neo brought listed equities and private credit into one warehouse the family owns, automated the reporting, and cut more than $150k a year in software the office was paying for but barely using.
Good investments. Scattered information.
Each asset class had its own tool, its own spreadsheet and its own person. Nobody could see the whole portfolio without a week of work.
Paying for overlapping tools
Several data and portfolio subscriptions, each covering part of the picture, adding up to six figures a year.
Excel as the real system
The portfolio was rebuilt by hand from broker statements and fund reports for every board meeting.
Credit and equities in separate worlds
Listed holdings and the private credit book were tracked in different places, so total exposure was never in one view.
Reporting stitched together
Investor reporting ran through a CRM and an email marketing tool joined by hand, because nothing produced the reports directly.
News found too late
Announcements affecting a holding were spotted when someone happened to read them, not when they happened.
A warehouse first. Then the view on top.
We started with the data foundation: a warehouse in the family's own cloud account, holding listed equities and the private credit book side by side. The first module, a live equities view with news and sentiment alerts on every holding, went live in three weeks.
Private credit followed on the same warehouse, then a summary view across both, so the principals could finally see total exposure, income and risk in one place.
- Listed equities: daily positions, performance and news alerts
- Private credit: loan book, borrower reporting and covenants
- One summary view and automated reporting across both
- Next phase: property and leases on the same warehouse
| Exposure | Via | Value | Weight |
|---|---|---|---|
| Logistics | Credit + equities | $31.6m | 12.0% |
| Healthcare | Equities | $24.9m | 9.5% |
| Residential development | Credit | $22.0m | 8.4% |
Start with one asset class, build the foundation once.
Warehouse in the family's name
Set up in the family's own cloud account, so the data and its history belong to them.
Equities live in three weeks
The first module proved value fast and paid for itself by replacing existing subscriptions.
Credit added on the same base
No second system. Private credit was added to the same warehouse and views.
One summary across both
Total exposure, income and risk across asset classes, refreshed automatically.
Every figure traceable
Each number links back to the broker statement or loan document it came from.
Property next
Leases and rent rolls for the family's property assets are the next module.
Before and after.
| Measure | Before | With Neo |
|---|---|---|
| Portfolio view | Rebuilt in Excel | Live, automatic |
| Asset classes in one place | None | Equities + credit |
| News on holdings | Ad hoc | Alerts on every holding |
| Preparing reporting | Days of manual work | Refreshed automatically |
| Data ownership | Spread across vendors | Family's own warehouse |
| Unused software spend cut | – | $150k+ a year |
Notes
- Saving is the annual cost of underused subscriptions the family cancelled once the equities view covered what they were paying for.
- Portfolio size and holdings are withheld for confidentiality.
- Client name withheld for confidentiality. A walkthrough is available in a demo.
Bring last quarter's statements. Leave with one view.
A 30-minute demo of Neo using the kinds of documents your office already receives. No slides.