Family Office Pricing
AI Fund Intelligence for Family Offices
Allocation cockpit for family offices managing $50M–$2B. Import your fund list, score every GP across 6 LP dimensions, prepare IC-ready memos in hours not weeks.
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Allocation Cockpit
Monte Carlo sim + recommendation queue
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AI Fund Memo
8-section IC memo in seconds
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Mandate Builder
10-step wizard with live funnel
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Morning Brief
Daily mandate-matched alerts
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18,000+ Fund Library
NL search + keyboard nav
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ESVCLP Tax Badges
Auto-detected tax structures
Start with a Pilot
Not ready for an annual contract? Run a 3-month pilot with dedicated support. Choose Full or Basic, with zero lock-in. Pilot investment is credited in full if you convert.
Full pilot
3 months · 500 screens/month
Priced after a 30-min assessment call
Every Family Office function
- Fund library, screening and AI search
- Pipeline, IC memos, DD briefs
- Portfolio overview
- Outreach sequences
- Direct deals and co-invest
- Up to 3 seats, including the owner
Pilot investment credited toward your annual plan — converts to an annual plan, priced during your pilot
Book an assessment callBasic pilot
3 months · 500 screens/month
Priced after a 30-min assessment call
Deal intelligence, basic workflow and portfolio overview
- Fund library (up to 100 funds), screening and AI search
- Pipeline, IC memos, DD briefs
- Portfolio overview
- Up to 2 seats, including the owner
- Not included: Outreach sequences
- Not included: Direct deals and co-invest
Pilot investment credited toward your annual plan — converts to an annual plan, priced during your pilot
Book an assessment call6 LP-grade dimensions
LP-grade fund analysis, powered by AI
Every fund in your library is scored across six LP-grade dimensions — each a distinct axis of due diligence.
Deal Lens
Mandate-weightedScores every fund through your allocation lens — re-weighting the 6 LP dimensions to match your mandate.
Thesis Matcher
Thesis alignmentAligns fund strategy against your investment thesis and flags mandate drift before commitment.
Batch Screener
LP-grade at scaleLP-grade batch scoring with informed baselines and vintage-adjusted benchmarks across your full library.
Portfolio Fit
DiversificationPost-screening diversification overlay — optimises correlation, vintage spread, and sector concentration.
Macro Context
Market timingQuarterly market signals and macro overlays that surface timing risk and deployment window analysis.
Fund Library AI
NL searchNatural-language fund search, comparison tables, and benchmark analysis across the full fund catalog.
What's Included by Tier
Every AI action, by plan. Allocator and above get access to the full intelligence stack.
| AI Action | Allocator | PipelinePopular | Intelligence |
|---|---|---|---|
AI Fund Screen Scores every fund across 6 LP-grade dimensions | 500/mo | 5,000/yr | Unlimited |
Fund Comparison Side-by-side AI analysis — the work your analyst used to do manually | 20/mo | Unlimited | Unlimited |
AI Search Ask your fund library a question in plain English | Yes | Yes | Yes |
Thesis Matching Your mandate, mathematically applied to every fund | Yes | Yes | Yes |
GP DD Brief AI-generated GP background report — hours of research in seconds | — | 10/mo | Unlimited |
GP Tracker Track relationship warmth and engagement across your GP network | — | Yes | Yes |
AI Outreach AI-drafted LP letters and meeting requests | — | Coming Soon | Coming Soon |
Custom Benchmarks Score funds against your own portfolio as the baseline | — | — | Coming Soon |
Why NUVC vs the Alternatives
AI screening built for family offices — not retrofitted from VC CRM tools.
| Tool | Annual Cost | AI Scoring | Fund Library | IC Memos | Multi-Asset |
|---|---|---|---|---|---|
| NUVC AllocatorNUVC | From $3,000/mo | ||||
| PitchBook | $20,000+/yr | — | — | — | |
| Zapflow | $24,000/yr | — | — | — | — |
| Spreadsheets | Free (+ your time) | — | — | — | — |
Frequently Asked Questions
Questions from family offices before signing up.
Start Screening Your First Funds Today
Private pilot program — we onboard a small cohort each quarter with dedicated support.
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