Free cookie consent management tool by TermsFeed Generator

Track your family office’s private investments in one place

Get a clear, current view of your private assets across entities, managers and asset classes. Capture every detail, centralise documentation, and make informed decisions.
Schedule Demo
Problems

The problem with tracking private assets manually

Tracking private equity, venture capital, real estate and direct investments is often fragmented and manual. Your data lives in spreadsheets, PDFs and portals, making it difficult to get a complete view.

Without a consistent, structured approach, you risk missing capital calls, losing important documents or struggling to stay on top of valuations. Reporting becomes reactive and time-consuming.

Asora changes that. It helps you bring order to the unstructured. You can track all your private assets and related documents in one place, using tools designed specifically for family offices.

Centralise

Take control of your private investment data

Everything you need to manage private assets

Track valuations and transactions across all your private investments, with structured data that supports reporting and decision-making.
Record commitment amounts, invested capital, capital calls and distributions.
Group assets by type, entity, manager or strategy to match your portfolio structure.
Add notes and documents to keep everything in context.
Schedule Demo

Track every private asset without the chaos.

Keep your property, private equity, and collectables in one place. Capture the details that matter and stay organised, no matter how complex your portfolio.

Make your data work the way you do.

Add custom fields to record the info you care about. Group assets by family, entity, or strategy to reflect how you manage wealth behind the scenes.

Stay ahead of shifting valuations.

Track value changes over time using your preferred valuation method. Log fair value movements and keep a full history for audits, reviews, or just peace of mind.

Know your true net worth, anytime.

See all private assets in real time with live dashboards. Break it down by asset type — from art to equity — and drill into the details whenever you need to.

“The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience”

Paul Baker, Omnia Capital Partners

Read Full Case Study
Security

A secure home for your financial data

Asora offers a multi-faceted data security program to ensure the confidentiality and integrity of your
data.

ISO27001 certified, GDPR compliant

Run your family office securely. Asora meets the latest security best practices and principles.

Always Encrypted

Data is stored with end-to-end encryption, so only you choose who can view and access it.

Penetration Testing

Asora conducts regular penetration testing to identify & strengthen weak points.
Learn More
FAQs

Frequently Asked Questions

What types of private assets can I track in Asora?

You can track private equity, venture capital, direct deals, real estate, funds and other alternatives, with custom categories.

Can I upload documents related to private assets?

Yes. You can attach drawdown notices, valuation statements, capital call notices and any other relevant files to each asset.

Can I track valuations over time?

Yes. Asora supports historical valuations and fair value updates, so you can review performance over time.

Will private assets show in performance reporting?

Yes. You can include private assets in your consolidated performance and net worth reporting, using consistent metrics across asset classes.

Can I assign private assets to specific entities or owners?

Yes. You can assign assets to one or more entities or owners, and filter or report by entity, manager, strategy or other dimensions.

How do I securely store and share documents related to private assets in Asora?

You can store, access and share sensitive documents through Asora’s secure document vault. Structure folders to match your needs, apply permissions by user or entity, and keep everything linked to the relevant assets. This removes the risks of emailing confidential information and ensures your documents stay organised and protected.

Schedule Demo

Automate your family office today

Schedule Demo
ISO 27001 Certified
GDPR Compliant