LemonEdge

Family offices running complex multi-generational structures across private equity, real assets, and personal holdings often find that legacy accounting systems were never built for their specific combination of needs. LemonEdge is a fund accounting platform founded in 2020 that directly targets this gap, offering an event-driven general ledger purpose-built for private markets clients including single and multi-family offices. Its 'Algorithms' feature replaces offline Excel processes by bringing bespoke financial calculations into the platform under a full audit trail, which matters specifically for family offices managing trust structures, corporate vehicles, and individually owned personal assets.

For multi-family office operators, LemonEdge addresses data isolation through a 'safes' architecture that guarantees complete separation of client datasets. Deployment options include locally hosted servers, private Azure or AWS infrastructure, or cloud-based configurations, giving offices direct control over where their data sits. The platform connects to third-party systems via an encrypted API and partners with Eleven for investor portal functionality.

Key capabilities relevant to family office operations include:

• Full look-through across hierarchical family structures with real-time transaction processing
• Multi-currency, multi-ledger general ledger supporting multiple jurisdictions
• Support for public equities, private equity, real estate, infrastructure, credit, and personal assets such as property, art, and yachts
• Automated reporting to family members, advisors, and regulators including ILPA reports
• Canvas scenario planning that creates copies of the live system for modelling FX changes, investments, or accounting treatments

LemonEdge acknowledges that attribution-level performance reporting analysis may require a specialist system alongside it. Pricing is not publicly disclosed, and the firm notes that existing family office clients prefer not to be named publicly, limiting reference visibility. Offices that require deep performance attribution or already have strong standalone reporting infrastructure should weigh that gap before committing.

• Fund and partnership accounting for complex family structures
• Automated financial calculations for family members, trusts, and corporate vehicles
• Consolidated reporting to family members, advisors, and regulators
• Data isolation and security management for multi-family office providers
• Scenario modelling and future planning across the full fund structure
• Integration of external data sources into a single accounting environment

• Event-driven multi-entry general ledger with multi-currency and multi-ledger support
• LemonEdge Algorithms: proprietary in-platform spreadsheet calculation technology
• Canvas technology for live system scenario modelling and planning
• Data 'safes' model for multi-family office client data isolation
• Integrated family member and advisor portal
• Encrypted API toolkit for data ingestion from any external source
• Full audit trail with timestamps on all data and processes
• ILPA and regulatory report automation
• Support for open, closed, and hybrid fund entities
• Partnership with Eleven for investor portal and onboarding services

Built for Single Family Office (SFO), Multi Family Office (MFO), Finance / Accounting Teams, Fund Managers.

Dedicated support team reachable via support portal and email; in-house implementation team alongside consulting partners