── Platform · Cash Flow & Liquidity ──
Where your wealth meets your spending.
Cash flow and liquidity that bridges investments and real-world spending.
Not two separate systems. Not two separate logins. Your capital calls and your daily spending in the same forecast.
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CONNECTED PICTURE
Daily spending and capital calls in the same forecast — not a budgeting app that's blind to your portfolio.
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SURPRISES
Capital calls forecast before the wire request — so liquidity is planned, never a surprise.
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ENTITY BOOKS
Income and expense attached to every LLC, trust and structure — no separate tool per entity.
Day to day
What you spent, and what's coming up.
Register-style tracking, categorization, and bill management at the individual level — every transaction categorized and searchable, down to the individual level.
This is what makes the bridge concrete: one place that knows what you spent on groceries last week and that a capital call is due in ten days.
Categorized, for how you live.
Upload your own chart of accounts, or use ours. Either way it arrives with AI-enabled categorization shaped around your actual entities, spending, and structure — not a generic template stretched to fit. Reconciled against actual account movement, so it's accurate and genuinely yours.
Categorization is also tax aware. Mark W-2 income as taxable and every transaction carries its tax treatment with it — so the same categorization that drives your forecast also feeds tax planning.
That's the foundation the rest of the page stands on: you can't forecast liquidity or produce entity books on categorization you don't trust.
The Budget Agent evaluates payee and category expenses at any level →
Per entity
Income and expense, by entity.
Income and expenses attach to specific entities — LLCs, trusts, other structures — not just to the household as a whole. They attach to individual assets too, so a property carries its own rent and its own maintenance. That produces real P&L at every level.
Which matters for tax prep, entity accounting, and multi-entity households — where mixing income and expense across entities isn't an inconvenience, it's a problem.
A capital call is an investment event with a real cash-flow consequence. Here, that connection is visible weeks ahead — not discovered the day the wire is due.
── One picture, not two apps ──
Most platforms are good at showing net worth, or good at tracking spending — rarely both, and never as one connected picture. So a family ends up with a separate budgeting app that has no idea a capital call is coming.
“Your portfolio and your checking account belong to the same life. They should belong to the same forecast.”
── See the platform ──
One forecast for everything.
No credit card required. Cancel anytime.