Chris McCoy | The Family Office Stack

Chris McCoy · Greater Boston.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Chris McCoy is a Co-Founder of Ledgex. He developed its multi-asset analytics engine to address allocators' data-quality and transparency needs. His background spans investment-operations software and data-driven systems, including data-warehouse work for the U.S. Air Force and NASA.

Experience

Managing DirectorCurrent
Ledgex · Framingham, MA
Apr 2016 – Present
Pioneered the use of AI research to strengthen venture portfolio valuation, improving accuracy and defensibility across a complex, multi-scenario model. Advised family offices on AI-driven back-office transformation, identifying automation opportunities and building their adoption roadmaps. Founded and lead a SaaS platform delivering unified data and analytics for alternative and multi-asset investment managers. Built the firm's core investment data infrastructure, giving teams portfolio-wide visibility across public and private holdings. Delivered analytics and reporting tools that give CIOs and investment teams real-time insight into portfolio exposure and performance. Automated custody statement processing and portfolio valuation, eliminating manual work from month-end and interim reporting cycles.
Professional Services Consultant
Eze Castle Integration · Boston, MA
Jul 2008 – Sep 2010
Advised hedge funds and long-only managers on workflow solutions for trade capture, P&L tracking, and portfolio exposure monitoring. Built custom SQL tools supporting real-time public-securities dashboards and daily reconciliation processes. Identified the fund-of-funds analytics and transparency gap that led to the formation of Ledgex.

Education

Salem State University — Bachelor’s Degree, Business Administration · 1991 – 1995

Skills

Software DevelopmentProduct ManagementData AnalysisBusiness ProcessBusiness Intelligence (BI)Project ManagementProduct DevelopmentFlight TrainingDatabasesSQLAgile Project ManagementSoftware Development Life Cycle (SDLC)Business Process ImprovementEquitiesProcess ImprovementHedge FundsMicrosoft SQL ServerBusiness Process AnalysisFinancial SystemsData WarehousingProduct Lifecycle ManagementIT Business AnalysisBusiness AnalysisSoftware Project ManagementBusiness Process IntegrationRequirements GatheringCapital MarketsSQL Server Reporting Services (SSRS)Agile MethodologiesManagementSales Process