AI for your family office, without your information leaving it.
Segmental runs inside your own environment, so you get the automation without the exposure. Start with the bills, approvals and payments that fill your inbox.
The problem
What slows the work down
Discretion comes firstMost AI tools send data to someone else's servers. For a family office that is a non-starter.
A small team and many exceptionsA few people handle reporting, treasury and payments, and something is always urgent.
Oversight of advisorsChecking the work of administrators and advisors takes time the team does not have.
Products
Where Segmental helps
Operations & complianceFamily Office PortalOne private place for every bill, approval and payment, shared with your advisors.Learn more →Fund lifecycleVerification & ReconciliationCheck NAVs, capital accounts and statements against the source, including shadow accounting.Learn more →Fund lifecycleSide Letter & MFN ComplianceCompile every side letter and run the post-closing MFN process with evidence.Learn more →Operations & complianceDisclosure IntelligenceStructured, comparable intelligence from filings, PPMs and fund documents.Learn more →
Platform
One platform under every product
Your documents and data become a knowledge graph, and a rules engine applies your firm's logic the same way every time, inside your environment.
Book a private demo.
See the platform on your own documents. It deploys inside your environment, and first rules are ready to review within days.