Family Office · FinSA Art. 10 Tier I
One surface for every participation, every beneficiary, one verifiable audit trail.
You keep full allocation authority. OwnMore provides the rails: eligibility checks, a private data room, signed contracts and a tamper-evident audit chain any board of trustees can verify.
- Qualified dealflow instead of a PDF inbox
- Every subscription a signed, verifiable audit block
- Consolidated reporting for principal and board of trustees
The shift
From a scattered inbox to your own allocation infrastructure
OwnMore doesn't change one tool in your stack — it replaces the patchwork between them. Qualified dealflow, eligibility checks, the private data room, signed subscription and reporting sit on one rail, with a continuous audit chain. Your office stays the decision-maker; the platform is the rail on which the decision is executed cleanly, verifiably and fast.
Without OwnMore
With OwnMore
The product
Walkable live today — no mockups
Live Dealroom (real deals, every role)
Every role sees published deals from the database — what is shown is exactly what is reservable.
Publish → appear → reserve in one data path; no dead ends from unsynced sample deals.
Member Data Room with NDA Gate
Member sees only their own documents; downloads RBAC- and ownership-checked, optionally NDA-gated.
The investor downloads their documents securely; the admin sees the vault; every download is sealed.
- Live
Dealroom Projection / Scenario Model
An illustrative, deterministic scenario model from the deal's own parameters — not a forecast.
- Live
FinSA Eligibility Engine
Pure rules engine matching FinSA tier against tranche risk class — at every boundary.
- Live
Signed Contract PDF + Completion Certificate
Stripe-grade contract with a PandaDoc-style certificate: signing evidence, audit hash, vector seal.
- Live
Tamper-Evident Audit Chain
SHA-256-linked, append-only evidence chain sealing every state change — including denied access.
- Live
Signed Compliance Reports (PDF + CSV)
Audit-chain, offers, and member-register reports, content-hashed and chain-anchored.
- Live
Public Offer Journey (invite→sign→account)
Standalone /offer/[token] flow, DocuSign-style — no login loop, no backend redirect.
These surfaces are walkable live today.
Impact
Economic impact — operational and qualitative
Less manual work
Eligibility, subscription, contract PDF and reporting run on one rail instead of separate tools and mail chains.
Faster decisions
Qualified dealflow and a central data room shorten the path from first look to a grounded decision.
Defensible governance
The audit chain makes every allocation decision traceable to the board and auditors — without after-the-fact reconstruction.
Less key-person risk
Knowledge no longer lives in one person's spreadsheet but structured and auditable in the infrastructure.
No missed participations
Because qualifying and subscribing take few steps, even time-critical allocations can be executed cleanly.
One consolidated view
Participations and beneficiaries consolidated into one signed, verifiable report for your board.
The workflow
The ideal flow — from invitation to board report
From first invite to exit — on one rail. The execution steps are live today; management, reporting and sale connect next, with the right companies and AI.
- 1
Access & eligibility
The office is set up as a FinSA Tier I account; the eligibility engine classifies the parties and unlocks qualified dealflow.
- 2
Qualified dealroom
The dealroom surfaces only participations matching an allocation profile — with projection and sensitivity models for a first read.
- 3
Due diligence in the data room
Behind the NDA gate sit the documents with hash verification; every access is recorded in the audit trail.
- 4
Decision & subscription
The participation is subscribed through the offer journey — via email OTP or in-account — producing a signed contract PDF and completion certificate.
- 5
Payment
Funding runs through the payment chooser: Swiss QR-bill, card or crypto — matched to the office's structure.
- 6
Consolidated reporting
Signed reports consolidate the participations — watermarked PDF with SHA-256 signature, exportable for the board of trustees.
- 7
Audit & governance
The audit chain can be exported and independently verified — every reservation and signature a verifiable block.
- 8
Manage
PlannedMandate and steer managers & service providers through OwnMore — traceable per beneficiary.
- 9
Report
PlannedConsolidated, signed reporting for your board across every participation and beneficiary.
- 10
Sell
PlannedMarketing and exit through the same guided, audit-sealed rail.
Trust & security
Why it is professional and safe
- Fail-closed role access: every role-scoped page checks authorization first — no access without explicit grant, no data crossing between roles.
- FinSA eligibility engine: the office is classified as Tier I (institutional); suitability is documented, not assumed.
- KYC pipeline with hash verification: identity and document checks are traceably bound to the audit chain.
- NDA-gated data room: sensitive documents are gated, every access logged.
- Tamper-evident audit chain: SHA-256-linked, sealing even denied access — exportable and independently verifiable.
- The legal entity is BloomDigital GmbH (Lotzwil, Bern), brand OwnMore — clearly stated on contracts, certificates and reports.
- Access revocable at any time — the owner keeps full authority.
- FADP/GDPR-aligned — strict Swiss data-protection standards.
FAQ
Frequently asked questions
Does this mean handing over control of our allocation?
Is this auditable enough for our board of trustees?
We manage several beneficiaries — do I get a consolidated allocation today?
How does this fit FinSA and our compliance requirements?
Where is the AI — do we get automated investment advice?
What is live today, and what is only planned?
Why now, why OwnMore
Why now
Private markets are opening up for family offices, but operational burden and proof obligations grow with them. Putting the infrastructure on a clean footing now means allocating faster and standing on defensible ground toward board and auditors.
Why OwnMore
OwnMore is infrastructure, not an asset manager: you keep allocation authority, we provide eligibility, data room, signed subscription, reporting and a tamper-evident audit chain on one rail. We are open about what is live, in progress and planned.
Next step
A 30-minute walkthrough of the family-office workspace with your real profiles — we show the path from first look to signed report.
Book the walkthrough