WHERE CREATIVITY MEETS CLARITY, AND VISION MEETS ACTION.

We help family offices streamline portfolio reporting, deal management, and investment operations using best-in-class technology and automation.

Arrange A Confidential Strategy Call

OUR APPROACH

Replace fragmented systems, spreadsheets, and manual processes with a single, secure operating layer for your investment activities.

WHO IS THIS FOR

We work with:

• Single & Multi-Family Offices
• Private Investment Firms
• UHNW Investment Groups
• Principals & CIOs seeking operational clarity

If you manage public or private investments and rely on multiple disconnected tools, we can help.

THE PROBLEM STATEMENT

Most family offices operate on:

• Spreadsheets for reporting
• Email for deal flow
• Shared drives for documents
• Manual reconciliation
• Fragmented visibility

OUR SOLUTION

Silver Cross Capital designs and implements a digital operating layer that centralises:

• Portfolio data
• Performance reporting
• Deal pipelines
• Investor documentation
• Workflow automation

So your team can focus on capital allocation, not administration.

WHAT WE DELIVER

✔ Digital Operations Diagnostic
✔ Portfolio & Performance Reporting Architecture
✔ Deal Flow & Investment Pipeline Systems
✔ Secure Data Rooms & Document Management
✔ Workflow Automation & Integrations
✔ Ongoing Platform Management (optional)

Everything is customised to your internal structure.

HOW DOES IT WORK?

1. Discovery Call
We review your current tools, workflows, and objectives.

2. Digital Operations Diagnostic
We map gaps, risks, and inefficiencies.

3. Implementation Roadmap
You receive a clear plan for optimisation.

4. Execution & Ongoing Support
We build and manage the systems.

WHY SILVER CROSS CAPITAL?

  • Independent and Vendor-agnostic

    In-house Solutions

    We remain independent and vendor-agnostic, selecting and integrating the best technologies for your needs rather than pushing proprietary platforms or preferred vendors.

  • Built Specifically For Family Office Workflows

    Custom Approach

    We design and implement technology around how family offices actually operate — from portfolio reporting and deal management to governance, compliance, and internal collaboration.

  • Discreet and Confidential

    No Noise

    Delivering secure, confidential SAAS products to financial infrastructure for family offices. ensuring complete confidentiality, data protection, and operational privacy at every stage.

  • Focused On Outcomes, Not Software Sales

    Driven

    We design and deploy fintech solutions that drive measurable outcomes, giving family offices greater efficiency, transparency, and control across their investment operations.

  • "Their attention to detail and commitment" to quality truly stood out. We’ve already recommended them to others.

    —Former Customer

  • "Creative, reliable, and genuinely passionate about what they do."

    —Former Customer

  • "A professional team that delivers on their promises."

    —Former Customer

  • "Every detail was thoughtfully executed. We're thrilled with the outcome."

    —Former Customer

FAQs

Do you manage investments?

1

No. We provide infrastructure and operational support. You retain full investment control. We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.

Do you sell software?

2

No. We design and implement best-in-class platforms based on your needs.

Are you regulated?

3

We do not provide financial advice. We operate as an independent technology and operations partner.

What size firms do you work with?

4

Typically, all but our focus is small-mid sized firms.