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Entrepreneurs Use "Assets Under Intelligence" Platform To Unlock Insights

The Importance of Having a Review Process

Many entrepreneurs become ultra-high-net-worth wealth owners who value insights and recognize the importance of continuous improvement. There are over 190,000 Americans with at least $30M in all walks of life and have a diverse range of portfolio challenges.

Many use some combination of family office software and spreadsheets to track their investments. They have a wide variety of skills and knowledge when it comes to their wealth, but one thing they all share is the desire to critique and evaluate their current strategies while looking for ways to preserve and validate.

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Patron Profile

Levi is a 50-year-old entrepreneur who built and sold his first company by the age of 28. Since then, he's created two other businesses and exited successfully in 2018. He is married with 3 adult sons and emphasizes the importance of shared family values and succession planning. He has a passion for real estate and owns properties all over the world.



  • He's invested in 58 properties across 4 different countries.

  • He values critique and craves novel insight from trusted advisors.

  • He's deeply involved in the day-to-day of his portfolio.

  • He wants extensive information on all his properties, including maps, photos, managers, and property value, all in one place and easily accessible.

Assets Under Intelligence - Levi

The Copia Journey

Levi's journey is not unusual. Within the first two weeks of onboarding, Copia:

Consolidated all his property information and managers into one place.
Consolidated all his property information and managers into one place.
Set up read-only access for his wife and 3 sons, so they are aware of all assets and manager notes.
Set up read-only access for his wife and 3 sons, so they are aware of all assets and manager notes.
Used Copia frameworks to run his family meetings efficiently.
Used Copia frameworks to run his family meetings efficiently.
Gained novel insights on his current portfolio.
Gained novel insights on his current portfolio.
“Before I found Copia, I spent more time trying to piece together my wealth since my exit than I did running my company.”
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Levi. B

CEO

Success Metrics

Success is defined differently by every Patron. For Levi, success looks like:

Family Time
More Family Time
Spending less time managing his wealth and spending more time with his family.
Real estate. 2
Tracking His Real Estate
Tracking his real estate in one place with detailed notes and updates.
Cash Forecasting
Better Cash Forecasting
Gaining novel insights through the forecasting widget, which allows him to do cash forecasting against all his capital calls.

Discover What Success Looks Like For You 

Copia helps investors and wealth owners be more effective stewards of capital. Get in touch and we'll show you how to increase confidence and reduce errors.

Fine Print

Our Patrons come from a wide variety of backgrounds, experiences, and family configurations. Many experience similar challenges managing their wealth. We submit that our case studies are reflective of a typical user and their situation. Due to our patrons' highly confidential nature, we've chosen to fictionalize details about accounts, names, marriage status, and net worth.

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