Family offices running direct event-driven strategies rarely fit enterprise fund software: too much platform, too many seats, the wrong workflow. FPM is sized for a small team with a serious book.
The same structured pipeline, computed assessments and sign-off gates used by funds, without enterprise seat minimums or an implementation quarter.
The office already runs Microsoft 365. FPM deploys into it: your identity, your data residency, no new vendor holding your positions.
Deals, theses and outcomes stay on the record. The book's history is queryable, not locked in a former analyst's spreadsheet.
Start with the arb book; the same platform structures regulatory research, documents and reporting as the strategy widens.
No. It was built alongside a two-analyst desk. The default setup assumes a small team and scales up, not the reverse.
No. FPM deploys into your existing Microsoft 365 tenant in a fixed six-week envelope, and Woods operates the technical side with you.
Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.