Clarity and continuity for private wealth.
Private holdings, fund positions, direct stakes and family entities rarely sit in one place — and value, ownership and reporting become harder to see as the portfolio grows. Equavion gives family offices and LPs a consistent, secure view of what is held, how it is performing and what needs attention next — so private wealth stays understandable across generations.
Your fund life, on one page.
Onboard once, digitally.
Instructions the day they're issued.
Live capital account and marks.
Itemized, tax-ready.
Being an LP shouldn't feel like detective work.
Somewhere between three funds and two years of PDFs is the number you actually need.
By the time the deck lands, the quarter is a memory and the questions have piled up.
Every April, the same email to every GP: "Can you resend?"
Your positions, current, on demand.
Commitment, called, distributed, NAV — one glance, any device, any hour.
K-1s, side letters, subscription docs. No more forwarding chains.
Downloadable, reconciled, and consistent quarter over quarter.
Updated the day it's finalized — not the quarter after.
One dashboard, one PDF, one truth. Downloadable and auditable.
Aggregate and per-company views, without the marketing gloss.
Itemized, tax-ready, in your inbox the day they're wired.
K-1s, side letters, subscription docs — searchable, not scattered.
Ask the GP a question without adding another tool to your life.