For family offices

Stop hunting the archive for one statement

Ask across every entity and account — statements, K-1s, partnership agreements, trust docs — and get the figure with the page it came from. Your entity-folder filing stays put.

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Aster fund distribution last year
carry in the Meridian partnership
entities with K-1s outstanding
total private credit exposure
capital called — Fund III
trust distribution terms
insurance coverage by property
wire instructions on file
bills outstanding this month
summarize the Meridian LPA
Documents · 1,504
Statement — Q2
K-1 Tracker — 2024
LPA — Meridian
Distribution Notice — Aster
Trust Agreement
Asking across your whole archive · 1,504 documents
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Good evening.

Ten documents or ten thousand — the answer takes the same few seconds.

Ask anything about your documents…
Answers are grounded in your documents with citations. Enter to send · Shift+Enter for a new line.
“What did that fund distribute last year?” is a one-sentence question. Answering it shouldn’t mean hunting the archive.

You already file by entity. Keep doing that.

Nothing moves. Your entity and account folders stay exactly where they are. DocuStrata reads what’s inside them, so “what did the Aster fund distribute” comes back with the number, not a folder to open.

Everything the office holds, read and searchable

Drag in a PDF, a data-room export, or a scan. It reads them all the same.

Account statements
Balances and activity, by account.
K-1s & tax documents
Every figure, by entity and year.
Partnership & LP agreements
Terms, fees, and carry without the re-read.
Capital calls & distributions
What’s called, paid, and owed.
Trust & estate docs
Terms and beneficiaries on demand.
Entity & governance
Ownership and minutes, by entity.
Insurance & property
Policies and coverage, read.
Invoices & bills
What’s paid and what’s outstanding.

Ask it like you’d ask your family CFO

No keywords to guess. Every answer comes with the document behind it.

QWhat did the Aster fund distribute last year?
The figure, straight off the notice.
QWhat’s the carry in the Meridian partnership?
Pulled from the LPA, with the section.
QWhich entities have K-1s outstanding?
Across every entity, by year.
QWhat’s our total exposure to private credit?
Totaled across accounts, in plain terms.

How it compares

 
Folders of PDFs
Cloud drive
DocuStrata
Find a figure inside a document
Open every file
File names only
Just ask
Reads scans and phone photos
Sometimes
Searches every entity at once
Keywords only
Keeps your entity-folder filing
Keeps family financials out of AI training
n/a
Varies

Family financials stay private

Account statements, tax documents, and trust terms are deeply private. They don’t belong in anyone’s training data, and they never end up there. DocuStrata reads your documents to answer you and nothing else. No retention, no training.

It all stays under your account, filed the way you left it. Export or delete anytime.

Try it on one entity

Drop in a single entity’s folder and ask it something. Free to start.

Start free

DocuStrata for your business