KamiSource for Family Offices
Activate your proprietary network, manage mandates discreetly, track investments across generations.
What Family Offices Struggle With
Activate the Relationship Network
Proprietary networks (family peers, bankers, trusted advisors) live in Outlook and people's heads instead of a curatable pipeline.
Discretion Without Friction
Sensitive mandates demand strict confidentiality, without making the pipeline and data room unusable in the process.
AI Without Mandate Leakage
Family offices operate with the highest discretion. KamiSource ensures sensitive mandate details never reach third parties in clear text: a Swiss privacy gateway anonymizes content before AI processing.
Multi-Generational Hold Periods
Family-office mandates think in generations, not fund cycles: activity history per target needs to hold up over many years.
How KamiSource Works
From investment thesis to closing, in three steps.
Define Your Thesis
Describe your investment thesis in plain language. KamiSource understands sectors, regions, sizes, and deal logic.
Surface Targets
Conversational AI scans multiple data sources and returns matching targets, not keyword hits.
Close the Deal
Pipeline, VDR, meetings, and CRM sync on one platform. Every step from outreach to closing documented.
Built for Confidential Deals
Swiss company, EU hosting, end-to-end encryption. Compliance is not an add-on.
GDPR & Swiss FADP
Fully compliant with both data protection frameworks.
EU/CH Hosting
Data does not leave the European Economic Area.
Encrypted & Audited
Encryption in transit and at rest, with a full audit trail.
Swiss Privacy Gateway
Deal data is anonymized in a Swiss gateway.
Walk Through Your Use Case
We will show you what a mandate or fund setup looks like in KamiSource.
Invitation-Only · Swiss-Based · GDPR & FADP