Collection Pilot is an all-in-one platform for art advisors, replacing spreadsheets and disconnected tools with a unified system to manage client collections, track works on hold, and handle invoicing. Built by art advisors, it offers branded client portals, automated reporting, and seamless data import from Collector Systems, Artlogic, or spreadsheets. The platform is trusted by advisors overseeing collections valued at over $100 million.
Funding
Funding not disclosed
Founders
Product
Problem
Art advisors manage significant client wealth, yet most rely on spreadsheets, email threads, and disconnected tools to track collections potentially worth millions across multiple locations. This fragmented approach leads to lost records, no real-time valuation view, and hours spent manually assembling reports before client meetings, creating risk for both the advisor and the client's assets.
Solution
Collection Pilot provides a dedicated platform built by art advisors that consolidates the entire client engagement into a single, organized workflow. The platform allows advisors to set up their firm, catalog artwork with images, provenance, financials, and documents, and manage works on hold at galleries. It also streamlines the negotiation process and invoice generation. Clients receive a branded portal to access their collection, track wishlists, and download reports, while advisors gain a clear view of collection value and can generate professional reports in minutes. The entire system is designed to be operational within a day, transforming a practice from spreadsheet chaos to a structured, professional operation.
Target Audience
The primary target audience is independent art advisors and art advisory firms that manage client collections and need to replace manual, disconnected workflows with a dedicated, efficient practice management tool.
Features
- One-stop management of the full client engagement lifecycle, including negotiation, collection status, and invoicing
- Comprehensive artwork cataloging with linked images, provenance, financials, and documents for artists, galleries, and contacts
- Seamless data migration from industry tools like Collector Systems and Artlogic, or from existing spreadsheets, with a preview before saving
- Branded client portals that allow clients to view their collection, manage wishlists, and run slideshows of their artwork
- Automated report generation and slideshow creation to eliminate manual preparation time before client meetings
- Capability to track artwork locations and works on hold at galleries, with a centralized view of collection value in real time