Portfolio Management for Family Offices
Consolidate all your LP investments, track performance across every fund, and give principals and advisors the visibility they need — starting at $79/month.
What is investor management software for family offices?
Family offices that participate in real estate funds as limited partners need purpose-built tools to manage their investment portfolio. Investor management software for family offices includes a consolidated portfolio dashboard to track all LP investments across multiple GPs and funds, performance reporting with IRR, MOIC, and distribution yield metrics at both the investment and portfolio level, document management for K-1s and fund statements organized by investment, and role-based access controls so principals, advisors, and CPAs see only the data relevant to their role. Thyme provides all of this starting at $79/month — without the institutional pricing of multi-family office software that starts at thousands per month.
What problems does Thyme solve for family offices?
Tracking LP investments across multiple funds and GPs in spreadsheets
Consolidate all investments into a single dashboard. Track commitments, distributions, and performance across every fund.
Quarterly reporting assembled manually from multiple sources
Generate consolidated portfolio reports for principals and advisors with a click — across all funds and asset classes.
K-1s and tax documents scattered across email
Organize all tax documents in one secure location. Each principal only sees their own documents through the portal.
Advisors and principals needing different levels of access
Role-based access controls let you give advisors, CPAs, and principals the right level of visibility without sharing everything with everyone.
What does Thyme include for family offices?
Consolidated portfolio management without institutional complexity or pricing.
Investor Portal
Give principals and advisors a professional, consolidated view of all their investments, documents, and performance data.
Fundraising Tools
Manage commitments and co-investment opportunities across multiple GPs and investment vehicles.
Performance Reporting
Track IRR, MOIC, and cash-on-cash returns across every investment. Consolidated reporting for principals at any level.
Document Management
Organize K-1s, fund statements, operating agreements, and tax documents securely in one place.
Investor CRM
Track GP relationships, co-investors, and deal flow. Manage your investment pipeline across multiple fund managers.
Distribution Management
Track distributions received from every fund investment. Reconcile payments and maintain a complete transaction history.
Assets Under Management
Investors Managed
Starting Price — No AUM Fees
Frequently Asked Questions
Can family offices use Thyme to manage their LP investments?
Yes. Family offices that participate as LPs in real estate funds can use Thyme to organize their investments, track performance, store tax documents, and give principals and advisors role-based access to portfolio data. Thyme supports multi-fund tracking so you can monitor investments across many GPs and deal structures in one place.
Does Thyme provide consolidated reporting across multiple funds?
Thyme lets you track all of your investments as separate holdings and view them in a unified portfolio dashboard. You can see performance metrics (IRR, MOIC, cash-on-cash), distribution history, and capital account balances across all your investments from a single view.
How does Thyme handle LP-side reporting for family offices?
Thyme gives family offices a branded investor portal where principals and advisors can access performance data, distribution history, and documents for all their investments. Role-based access controls let you give different team members — CPAs, advisors, principals — the right level of visibility without sharing sensitive data broadly.
Can Thyme track investments across different asset classes?
Yes. Thyme is asset-class agnostic on the LP side. You can track equity investments in multifamily, industrial, or retail funds alongside debt fund investments, development projects, and other vehicles — all in a single portfolio dashboard with consolidated performance reporting.
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