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Family Office Tech Stack: Data Aggregation/Reporting and New Generation General Ledger
FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt
Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.
01:00 - Introductions
05:55 - Founder's journey: Alex
08:40 - Founder's journey: Tanmai
10:50 - Markets covered
12:35 - Relevant metrics: speed to market and time saved
16:30 - Client base and characteristics
23:20 - Value prop & use cases
23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations
26:25 - Tanmai: aspirin for your data headaches & consistency problems
29:40 - Room for improvement?
32:45 - Extracting information from PDFs
38:15 - Competition
41:45 - Workflow capabilities
45:10 - Migrating data from Quickbooks
47:20 - What’s next on the roadmap
50:00 - Pricing
51:30 - Implementation timescales
View all episodes
By FOTechHub.comFOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt
Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.
01:00 - Introductions
05:55 - Founder's journey: Alex
08:40 - Founder's journey: Tanmai
10:50 - Markets covered
12:35 - Relevant metrics: speed to market and time saved
16:30 - Client base and characteristics
23:20 - Value prop & use cases
23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations
26:25 - Tanmai: aspirin for your data headaches & consistency problems
29:40 - Room for improvement?
32:45 - Extracting information from PDFs
38:15 - Competition
41:45 - Workflow capabilities
45:10 - Migrating data from Quickbooks
47:20 - What’s next on the roadmap
50:00 - Pricing
51:30 - Implementation timescales