Omega for Family Offices & RIAs

The allocation challenge

Family offices increasingly allocate to private markets — PE funds, private credit, real estate partnerships — but lack the in-house teams to properly diligence these opportunities.

Traditional approach: Rely on placement agents and fund-of-funds, paying additional fees for access and diligence. Or hire consultants for one-off reviews that don't build institutional knowledge.

Omega approach: Upload fund documents you receive directly from GPs. Omega extracts terms, benchmarks against market standards, and provides the analysis you need to make informed allocation decisions.

What Omega provides

• Fund terms extraction: Management fees, carried interest, hurdle rates, waterfall mechanics
• GP alignment analysis: GP commitment levels, co-investment structures, key person provisions
• Governance review: LP voting rights, reporting requirements, removal provisions
• Entity screening: Screen fund principals for sanctions, PEP exposure, and adverse media
• Market benchmarking: Compare terms against industry standards for similar fund types

Ongoing portfolio monitoring

Omega helps you stay on top of existing private market investments:

• Quarterly report parsing: Extract key data from GP reports without manual review
• Capital call tracking: Monitor unfunded commitments and projected cash flows
• Distribution analysis: Track waterfall progression and return of capital
• NAV verification: Cross-reference reported values with underlying documentation

Right-sized for family offices

Omega is built for teams that want institutional-quality analysis without institutional-sized budgets:

• No minimum commitment: Analyze individual fund opportunities as they arise
• Plain-language outputs: Accessible analysis for principals who aren't fund specialists
• Audit trails: Document your diligence process for compliance and records
• Flexible export: Push data to your existing portfolio tracking tools