Atrean | Portfolio intelligence for family capital and private wealth

Portfolio intelligence for family capital and private wealth.

LP interests, custody and directs on one consolidated book, with look-through to the UBO and figures tied to the notice or statement behind them. Flat fee, no bps.

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One notice

One capital call, and everywhere it lands.

Meridian IV calls $1.125M from Hale Holdings. Follow it from the GP’s PDF to paid-in, the trusts that own the LLC, and the twelve-month ladder. No one rekeys it.

MERIDIAN GROWTH FUND IV, L.P.Capital Call Notice No. 14Oct 15, 2026
To: Hale Holdings LLC

Pursuant to Section 3.2 of the Limited Partnership Agreement, the General Partner requests a capital contribution as set out below.

Investments$980,000.00
Fees & partnership expenses$145,000.00
Total due$1,125,000.00
Due dateNovember 14, 2026
Wire instructions
Unfunded commitment after this call$3,300,000.00
Extracted · Notice No. 14confidence
Drawdown amount$1,125,000.000.98
Investments$980,000.000.97
Fees & expenses$145,000.000.96
Due dateNov 14, 20260.99
Matched commitmentMeridian IV · $15.0M0.99
Investor entityHale Holdings LLC0.88 · Review
5 fields booked1 routed to the review queue
Meridian IV · Buyout · 2021Commitment $15.0M
Paid-in$10.58M→$11.70M
Unfunded$4.43M→$3.30M
Fees & expenses to date+$0→+$145K
Called70.5% → 78.0%
Investment and fee components booked separately against paid-in.
Look-through · Hale Holdings LLC$1,125,000
Hale Dynasty Trust GST-exempt$675,000
60%
Hale Family Trust$337,500
30%
Descendants’ Trust$112,500
10%
Paid-in and unfunded updated at look-through for each trust, effective on the due date.
Obligations · base caseContractualModeled
Nov
Dec
Jan
Feb
Mar
Apr
Forward obligations$26.9M
Liquidity sources$48.2M
Coverage1.8x
November: $1.125M moves from modeled to contractual.
Illustrative
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In practice

From the principal’s question to the auditor’s tie-out.

The principal wants the full picture by Friday. The IC wants pacing before the next commitment. Ops wants the cap account to tie. The auditor wants support for the number. Same ledger, scoped to each seat.

The question

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Built for

If you've seen one family office, you've seen one family office.

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Engagement

Backfilled, mapped, live. Priced flat.

Flat annual fee on the software, not bps on your AUM. Institutional tooling for a lean office.

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Security

Walled off by family.

Segregated by family, logged by user, papered under NDA.

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FAQ

The diligence questions.

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Walked through on a structure that looks like yours: your vehicles, your GPs, your capital activity.

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