The World's First Operating System for Family Offices
mOS delivers Single Family Office control at Multi-Family Office costs. Operational in 3 weeks, not 9 months.
Four Unfair Advantages
Built-in moats that compound over time
Philosophy Match
Built for families who want control, not families who want to delegate. Enterprise DNA can't be retrofitted.
GTM Advantage
IRS 990-PF database provides 3,000-5,600 qualified families. Competitors can't access this channel.
Speed to Value
3.2 weeks average implementation vs. 6-12 months. Families see ROI before enterprise competitors finish onboarding.
Category Creation
First to serve this segment with purpose-built technology. Category creators capture 70%+ market share.
See The Platform in Action
Explore our live demo environment to experience the mOS difference firsthand.
Fully Interactive Demo
Navigate a complete mOS environment with real family office scenarios. No signup required—experience the platform instantly.
The Problem
20,000+ families with $50M–$500M are trapped between solutions that don't fit.
Three Broken Paths
Every existing solution forces unacceptable trade-offs for families in this segment.
Multi-Family Offices Don't Fit
"I don't want to be their 47th priority client."
- $100K–$200K+ annual minimums
- Standardized, inflexible solutions
- Loss of decision-making control
- Opaque fee structures
Traditional SFOs Are Too Expensive
"I can't justify $500K+ in overhead."
- $500K–$1M+ annual operating costs
- Staff recruitment and retention
- Technology integration burden
- Compliance complexity
Enterprise Software Misses the Mark
"It's built for billion-dollar families with dedicated analysts."
- 6–12 month implementation cycles
- Requires dedicated technical staff
- Overkill complexity for the segment
- Pricing assumes institutional scale
The Underserved Market
The Solution
mOS: The world's first operating system built specifically for family offices.
Three Core Pillars
A unified platform that delivers SFO capabilities without the complexity or cost.
Unified Control
Single source of truth for finances, entities, documents, and governance. See everything in one place—investments, real estate, private holdings, art, aircraft. No more spreadsheet chaos.
- Automatic custodian sync
- Real-time valuations
- Multi-entity consolidation
- Custom asset categorization
Multi-Layer Security
Complete data isolation, bank-grade encryption, and granular access controls. Automate the coordination work that consumes family office staff—document management, reporting, compliance tracking.
- Smart document organization
- Automated reporting workflows
- Deadline and compliance alerts
- Vendor and advisor coordination
Actionable Clarity
Intuitive dashboards, one-click reporting, and real-time visibility. Built for families who want to stay in control—no technical staff required, privacy by default.
- Intuitive family member access
- Role-based permissions
- Bank-grade security
- White-glove onboarding
The Result: SFO-level control at MFO-level costs, operational in weeks.
Competitive Moats
Built-in advantages that compound over time and can't be easily replicated.
Philosophy Match
Built for control-seekers, not delegators
GTM Edge
IRS 990-PF database access
Speed
3 weeks vs. 6-12 months
Category Creation
First Family Office OS: LTV:CAC 21:1 → 63:1, 90%+ → 95%+ retention
How mOS Compares
See exactly how we stack up against traditional solutions across key factors that matter most.
| Feature | mOS | Multi-Family Office | Traditional SFO | Enterprise Software |
|---|---|---|---|---|
| Annual Cost | $35K–$65K | $100K–$200K+ | $500K–$1M+ | $100K–$300K |
| Implementation | 3 weeks | 3–6 months | 6–12 months | 6–9 months |
| Family Control | ✓ Full | ✗ Limited | ✓ Full | ✓ Full |
| Staff Required | None | None (outsourced) | 3–5 FTEs | 1–2 analysts |
| Segment Focus | $50M–$500M | $20M–$100M | $500M+ | $500M+ |
Market & GTM
A defensible go-to-market strategy targeting an underserved $1.2B–$3B opportunity.
The IRS 990-PF Advantage
Private foundations must file IRS Form 990-PF annually, creating a public database of wealthy families with their foundation details, asset sizes, and contact information. This gives us a qualified lead list that competitors can't easily replicate—3,000 to 5,600 families in our exact target segment.
No competitor is doing this systematically.
Phased Market Expansion
A systematic approach to scaling from foundation database to market leadership.
Foundation Database Outbound
Direct outreach to qualified families identified through IRS 990-PF filings. Targeted, personalized engagement with decision-makers.
- 3,000–5,600 qualified targets
- Personalized outreach campaigns
- Webinar and thought leadership
- Target: 10–20 families ($450K–$900K ARR)
Referral Engine & Expansion
Leverage satisfied customers for warm introductions. Families in this segment know each other—one referral can unlock an entire network.
- 40% of new customers from referrals
- CAC drops from $15K to $7K
- LTV:CAC improves from 21:1 → 45:1+
- Brand effect accelerates inbound
- Advisor channel partnerships
- Target: 50–100 families by Y3 ($2.5M–$5M ARR)
Traction & Metrics
Target metrics and revenue projections that validate our business model and growth strategy.
Our Performance Goals
Target metrics that will validate product-market fit and sustainable unit economics as we scale.
Family ROI Model
(staff, software, compliance)
with better visibility
Revenue Projections
Foundation database outbound
Referrals begin scaling
Market leadership position
The Opportunity
20,000 families × $60–150K annual spend = $1.2B–$3B ARR opportunity
Pricing
Transparent pricing that delivers SFO capabilities at MFO costs.
Simple, Transparent Pricing
Three tiers designed to match your family office scale—no hidden fees, no AUM percentages.
- 5 custodian accounts
- 5 concurrent users
- Up to 10 entity structures
- Document management
- Basic reporting suite
- Email support
- 3-week implementation
- 10 custodian accounts
- 10 concurrent users
- Unlimited entity structures
- Advanced analytics
- Custom reporting
- Phone & email support
- Dedicated success manager
- 20 custodian accounts
- 20 concurrent users
- Multi-generational features
- API access
- Custom integrations
- Dedicated manager
- White-glove onboarding
- Quarterly business reviews
Average Contract: $45,000/year
mOS saves families 40–85% annually compared to alternatives
Anticipated Questions
The questions sophisticated investors ask—and our direct answers.