Calculate Your ROI

See how much your family office can save with AI-powered portfolio intelligence

Your Real ROI Calculator

Based on actual value drivers from 50+ family office implementations

$800M
$100M$5B
40
1030+ = Complexity Threshold150
2
110
$180K
$100K$400K
6
QuarterlyMonthly
2
010/year

Quantifiable Annual Value

IC Prep Acceleration$62,308

6 meetings × 60 hours saved × 2 analysts

Co-Investment Alpha Capture$2,240,000

2 opportunities × $16M × 7% alpha

Better Manager Selection$1,920,000

Avoiding 1 bottom-quartile manager/year (8% performance drag)

Operational Automation$69,231

40 funds × 20 hours/year manual work eliminated

Error Prevention$1,200,000

15 basis points of portfolio value protected from errors

Decision Timing Improvement$800,000

10 basis points from better liquidity management & rebalancing

Total Quantifiable Value$6.29M

You're in the Complexity Zone

With 40 funds across your portfolio, you're experiencing the exact challenges Nagare solves. Your Excel is likely 50MB+, formulas break weekly, and IC prep is a nightmare.

Annual Value Created
$6.3M
Nagare Investment
$207K
Return on Investment
30.4x
Payback Period
1 mo
NET ANNUAL BENEFIT
$6.08M

This is your annual profit after Nagare costs. Most clients see positive ROI within 1 months, with compounding benefits as institutional memory builds.

Your Portfolio Deserves Better Than Excel

See your actual portfolio data in Nagare. No demo data, no generic examples—your funds, your scenarios.

* Based on aggregated data from 50+ family office implementations. Individual results vary based on current processes, team size, and portfolio complexity. All calculations use conservative estimates.

Ready to See These Savings in Action?

Schedule a personalized demo to see how Nagare can transform your portfolio operations