English

Who we serve

Solutions for

Single & Multi Family Offices

We support you as a family office in navigating the complex private markets environment with confidence.

Our mission: Providing access to vetted alternative investments, independent advice on asset allocation, and technologies that make the execution of long-term wealth strategies more efficient and transparent.

Whether you manage a single mandate or oversee multiple client relationships – Kapnative provides you with the platform for sourcing, due diligence, trading, reporting, and ongoing portfolio monitoring of private market investments.

With us, you gain more than just access: you gain a reliable partner who puts control, transparency, and the sustainable preservation of wealth across generations at the center.

We support you as a family office in navigating the complex private markets environment with confidence.

Our mission: Providing access to vetted alternative investments, independent advice on asset allocation, and technologies that make the execution of long-term wealth strategies more efficient and transparent.

Whether you manage a single mandate or oversee multiple client relationships – Kapnative provides you with the platform for sourcing, due diligence, trading, reporting, and ongoing portfolio monitoring of private market investments.

With us, you gain more than just access: you gain a reliable partner who puts control, transparency, and the sustainable preservation of wealth across generations at the center.

Tailored Solutions for Complex Needs

At Kapnative, we understand the unique challenges family offices face: preserving and growing wealth across generations. That’s why we provide flexible, modular solutions designed specifically around your needs.

Our platform streamlines workflows, enhances transparency, and gives you access to a curated universe of private market investments. Whether you’re diversifying capital, exploring new asset classes, or strategically managing existing family wealth, our technology and services are here to support you every step of the way.

With Kapnative, you gain more than a platform — you gain the ability to make better decisions, scale with efficiency, and act as a trusted advisor to families, guided by transparency and trust.

Research & Due Diligence

From sourcing and screening to education and portfolio construction, we deliver rigorous investment and operational due diligence to help you make informed decisions with confidence.

Technology

We provide you with technology that makes private market investments transparent and comparable – with performance models such as PME 2 and our AI Due Diligence Agent for well-founded, efficient decisions.

Managed Accounts

Structured investments made simple through professionally managed accounts that reduce complexity and support scalable implementation for advisors.

Invest

Asset Classes

Asset Classes

Family offices face the challenge of preserving wealth across generations while at the same time seizing new opportunities. With Kapnative, you gain access to a broad spectrum of private market investments – from private equity and private credit to real assets and multi-asset solutions.

Our curated selection is designed to meet your specific goals – whether growth, recurring income, diversification, or capital preservation. We provide institutional-quality investments with transparent cost structures, seamless execution, and smooth integration into your existing wealth strategy.

Asset Class

Private Equity

Asset Class

Private Equity

Asset Class

Private Equity

Asset Class

Infrastructure

Asset Class

Infrastructure

Asset Class

Infrastructure

Asset Class

Hedge Funds

Asset Class

Hedge Funds

Asset Class

Hedge Funds

Asset Class

Real Estate

Asset Class

Real Estate

Asset Class

Real Estate

Asset Class

Private Credit

Asset Class

Private Credit

Asset Class

Private Credit

Private market investments – from private equity and private credit to infrastructure and real assets – have long been a core component of many family offices. However, direct investments have shown just how high the complexity, risk, and operational effort can be.


With Kapnative, you gain access to curated institutional-quality funds, combined with due diligence, transparent structures without a “double fee layer,” and optimized processes. In addition, our AI Due Diligence Agent enables analyses that go beyond our own deal flow – for independent, well-founded decisions.


Within the framework of Separate Managed Accounts (SMAs), we can also assume responsibility for portfolio construction and implementation where required — reducing operational burdens, safeguarding strategic control, and supporting the sustainable growth of family wealth across generations

Product Structures

Due Diligence Across All Product Structures

Product Structures

Due Diligence Across All Product Structures

Product Structures

Due Diligence Across All Product Structures

Working with Kapnative

How can you use Kapnative?

With Kapnative, family offices gain access to vetted funds, intelligent support in due diligence, and full transparency across both existing and future investments.

Our services cover the entire private markets lifecycle: from curated access to institutional-quality products, to the AI Due Diligence Agent – extending your analytical capacity like an outsourced CIO – and the AI Private Markets Reporting solution, which consolidates data across custodians and vehicles, automates reporting, and provides clear, audit-ready insights into your portfolio’s development.

This way, we don’t just deliver products, but a truly end-to-end solution that simplifies your daily work, enhances decision-making, and future-proofs your family office.

Vetted Access & SMA

Vetted Access & SMAs

Whether you simply select from our curated universe of vetted products or opt for a Separate Managed Account (SMA) for full portfolio construction and implementation, we help you make confident, well-informed decisions.

Investment Advisory

AI Due Diligence Agent

Our AI Due Diligence Agent extends your analytical resources, delivering independent assessments and supporting you like an outsourced CIO in selection, portfolio construction, and decision-making.

Investment Brokerage

AI Private Markets Porfolio Reporting

Our digital reporting evaluates all holdings through quarterly reports, enabling you to precisely track the development of your portfolio at any time.

YOUR BENEFITS AT A GLANCE

Why clients choose Kapnative…

Access

to leading fund managers across six asset classes – independently vetted to strengthen your portfolio for the long term.

Reporting

on all your investments – from historical performance to future planning (including liquidity planning) – with clear analyses for well-informed decisions.

Due Diligence as a Service

Expand your analytical capacity with our AI Due Diligence Agent – for deeper insights and better decisions beyond the Kapnative deal flow.

Performance Modeling

Accurate measurement of returns with models such as PME 2 – ensuring true comparability and clarity on the performance of your investments.

Unabhängige Due Diligence

Kapnative Due Diligence

Benefit from reviews conducted by a high-caliber investment committee – independent, thorough, and always in your best interest.

Newsletter

Each month, you’ll receive Kapnative updates about new partners and features – straight to your inbox.

Newsletter

Each month, you’ll receive Kapnative updates about new partners and features – straight to your inbox.

Newsletter

Each month, you’ll receive Kapnative updates about new partners and features – straight to your inbox.

Leading a new era of alternative asset investing by enabling advisors to provide higher returns for more of their clients.

Copyright © 2025 Kapnative. All Rights Reserved.

Leading a new era of alternative asset investing by enabling advisors to provide higher returns for more of their clients.

Copyright © 2025 Kapnative. All Rights Reserved.

Leading a new era of alternative asset investing by enabling advisors to provide higher returns for more of their clients.

Copyright © 2025 Kapnative. All Rights Reserved.