AssetMax

Family offices holding generational assets face a specific challenge AssetMax was built to address: translating technology and market complexity into decisions that hold up under board or buyer scrutiny. Founded by Davide Boiardi and Steve Denby, the firm operates as a technology intelligence and value creation partner across the full private equity and family office deal lifecycle, from sourcing off-market targets through to exit preparation.

For family offices, the firm's most relevant services center on three problems: assessing technology and automation risk in businesses they own or are considering acquiring, benchmarking customer and employee sentiment against competitors through large-scale review data, and packaging operational progress into credible narratives for eventual sale or transition. Specific capabilities include:

• Thematic research and market mapping to validate investment conviction before capital is committed
• Voice-of-Customer benchmarking (Galileo) using large-scale review data against competitor sets
• AI and automation potential assessment with execution of identified recommendations
• Cybersecurity-as-a-Service with continuous risk monitoring across the portfolio
• Vendor Due Diligence packaging and buyer-ready equity story preparation for exit

Outputs are structured as IC-grade, board-ready, and buyer-ready materials rather than advisory reports, which matters when family offices need to present credible evidence to co-investors, successors, or acquirers. AssetMax serves five investor profiles, with family offices listed specifically in the context of modernizing generational assets. The firm operates across Europe, the US, and APAC for deal sourcing. Pricing is not publicly disclosed, and the firm appears to operate on a project or subscription basis through its lifecycle platform. Teams seeking a generalist wealth reporting tool will not find it here; AssetMax is built for families actively engaged in private equity-style asset management and ownership transitions.

• Off-market deal sourcing and thematic market mapping
• Technology, AI, and cybersecurity due diligence
• Voice-of-Customer benchmarking against competitors
• Value creation execution and EBITDA tracking during holding period
• Exit readiness packaging including Vendor Due Diligence and buyer targeting
• Carve-out and digital separation planning

• Copernicus: thematic research, market mapping, and news intelligence with sentiment scoring
• Kepler: early off-market deal sourcing across Europe, US, and APAC
• Galileo: Voice-of-Customer and employee insights from large-scale review data with competitor benchmarking
• Alt-Human: AI and automation potential assessment with execution of recommendations
• Diligize: buy and sell-side technology due diligence with risk mitigation and value creation identification
• Carvex: digital separation, TSA planning, and standalone readiness for carve-outs
• ExitSmart: exit readiness packaging including VDD, customer proof, and buyer-ready equity story
• Praetorian: Cybersecurity-as-a-Service with continuous risk monitoring and portfolio protection
• Client Portal: secure workspace organized by asset and lifecycle stage with live intelligence feeds and audit-ready deliverables

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Fund Managers.

Client portal with contact routing to relevant team members for renewals, add-ons, and next actions.