Products — Multi-Family Offices
Every family. Every deal. One platform.
Onboard your families once, share opportunities with complete privacy between them, and manage capital calls across primary rounds and secondaries — wherever each family's capital sits.
A fund's back office, without a fund's headcount.
A multi-family office runs the operational load of a fund administrator with a fraction of the team: entities per family, side letters, capital calls chased by email, documents distributed one inbox at a time, and K-1 season across dozens of vehicles. RocketBook consolidates all of it — so your team spends its time on allocation decisions, not reconciliation.
Onboard each family once
Entities, authorized signatories, KYC and banking details captured a single time — then reused across every deal, primary or secondary, from that day on.
Share deals, keep walls
Publish an opportunity to selected families with strict privacy between them. Each family sees its own allocation, documents and reporting — never another family's.
Capital calls that run themselves
Issue calls across families in one action, track funding in real time, and reconcile automatically — with each family funding in the currency that suits its structure: USD, EUR, GBP, ZAR or stablecoins.
Primaries and secondaries, one workflow
Whether it's a new round or a secondary position, the process is the same: invite, allocate, call, close. Transfer paperwork and vehicle structuring handled with our admin partners.
Reporting both ways
A consolidated view for your team across all families and vehicles; a clean, private portal for each family with documents, distributions and tax records in one place.
Compliance & controls
KYC/AML and investor verification via integrated providers. Structured data exchange with fund administrators. Immutable audit trails on every signature, transfer and allocation — controls your auditors will thank you for.
Frequently asked questions
Can different families invest different amounts in the same deal?
Yes. Allocations, minimums and economics are set per family, and each family's reporting reflects only its own position.
How do you handle families with offshore structures?
Each family can hold through its own entity and fund in its preferred currency. Delaware vehicles are live today; additional jurisdictions are on the roadmap — talk to us about your specific structures.
Do you support secondaries?
Yes — secondary positions run through the same invite-allocate-call-close workflow, with transfer documentation handled alongside our admin partners.
What does each family see?
Only their own world: their commitments, capital calls, documents, distributions and tax records. Families are never visible to each other.