Zosma AI provides a private operating layer for family offices, connecting portfolio data, source documents, and review workflows into a single intelligence platform. The system ingests existing workbooks, statements, and valuations to create a source-traceable review surface without requiring ERP replacement. It includes ZoAH, an AI-powered business intelligence agent that answers plain-English questions and delivers reports via WhatsApp.
Funding
Funding not disclosed
Founders
Product
Problem
Family offices manage diverse portfolios across listed shares, private stakes, funds, overseas capital, crypto, and cash, but their data lives scattered across workbooks, broker statements, fund notices, and manager updates. Monthly reporting rituals overwrite historical values, context resides in individuals' memories, and source documents remain detached from the numbers, forcing teams to search for answers and losing the intelligence between holdings.
Solution
Zosma AI provides a private operating layer that connects portfolio data, source documents, historical reviews, commentary, and actions into one system without replacing existing tools. The platform ingests workbooks, registers, manager updates, and valuations, then transforms them into a versioned, source-traceable review surface designed around the family's current monthly process. A desktop interface supports the review table while a mobile experience serves family members, all framed within the same source-traceable layer. The platform includes ZoAH, an AI-powered business intelligence agent that connects to databases and SaaS tools, answers questions in plain English, and delivers reports via WhatsApp and other channels.
Target Audience
Primary customers are family offices managing multi-asset portfolios across geographies, along with their investment teams and principals who need consolidated intelligence from disparate data sources.
Features
- Portfolio register with versioned monthly data ingestion, preserving historical values instead of overwriting them
- Source-document attachment layer that links broker statements, fund notices, and valuations directly to portfolio entries
- Review surface with action tracking, commentary capture, and next-step assignment across holdings
- Private deployment option ensuring data sovereignty for sensitive family capital information
- ZoAH agentic harness that generates SQL queries from natural-language questions and delivers summarized reports via WhatsApp, email, or phone
- Integration with third-party AI providers including OpenAI, Anthropic, and Google for flexible model selection
- Mobile-optimized interface for family members with the same source-traceable data as the desktop review table