A Comprehensive Solution - Jaspy, Agile technology infrastructure.
Transforming excel spreadsheets into usable data to manage life, personal and private investment holdings, data, portfolios.
Technology is no longer just a luxury it is an investment and business management tool. It is the infrastructure that efficiently manages processes and limited multiple data entry of the same data points. With out technology infrastructure family offices, organizations are in start-up mode, as they begin to add off the shelf technology, trapped or bureaucratic becomes the norm. The key to being Agile is to combine a core system with customization. This is the Jaspy infrastructure. Enabling organizations to combine existing technology integrated into a core system with data and other requirements for a full integrated in house technology system.
Solutions all in one place
Intelligence
Intelligence includes information on the private market asset including descriptions, summaries, events, news and an overall view of all companies separated by portfolio, pipeline, watchlist and declined.
Productivity
Productivity includes calendar, cloud based documents and notes. Specifically set up by private asset so it is intuitive to manage and track.
Ecosystem
Ecosystem is managed by asset and then cross referenced in other assets. Having lots of names in a CRM is just unusable data. Grouping ecosystem by how you connect creates and efficient usable system.
Financial Information
Tracking and managing financial information is essential. System generated valuations and investment type section with key data points along with customizable infrastructure and the ability to add financial statements.
Data
Jaspy brings in data from many data sources including S&P, Owler and Newscatcher. Real time news and data is crucial to making the right decisions. Choose your data sources and we will add and integrate in your system.