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AI platform + data foundation · Proposal

Your whole family office,
one question away.

Start this week on the Midas platform — upload, ask, automate. Then connect your banks and custodians, so every answer and every report sees the whole book.

Live in week 1 4 moves · folders · ask · agents · workflows Banks & custodians connected 22 Oct 2026
Michele De Filippo
Prepared by Michele De Filippo, PhD
AI Lead · Midas Analytics
What we heard

You've seen where this goes.
Now you want to start.

How it all fits
The full flow — from bank feeds to answers. One system, not ten tools.
The whole book, one screen
Every bank and custodian in one dashboard.
AI your team uses now
Not a two-year project. Useful from week one.
This is my understanding — correct me where I'm wrong.
The objective

Start simple. Go deep.

01 · Start simple
The Midas platform
Folders Ask Agents Workflows
Week 1your documents
feeds the same AI
02 · Go deep
Your data foundation
Banks & custodians Transactions Reconciled Dashboard
Week 12your whole book

Same platform · same agents · more data underneath

Part 1 · Start simple — the Midas platform

Four moves. That's the whole platform.

1
Drop it in
Put files in a folder.
Statements, LPAs, memos, emails
2
Ask it
Answers in seconds, with sources.
“Which calls are due this quarter?”
3
Give it a job
An agent that knows your files.
A deal screener, a reconciler
4
Put it on repeat
A workflow on a schedule.
A weekly brief, every Friday
Move 1 · Drop it in

Drop it in. Searchable in minutes.

midas.h.work/app/folders
Folders › Private markets
Private markets
24 files · shared with 4 people
Upload
PDF Drop files here
NameSizeStatus
PDFLarkspur IV — Call notice 3.pdf0.4 MBSearchable
PDFTidewater II — Q3 report.pdf3.1 MBSearchable
DOCJuniper III — Side letter.docx0.2 MBSearchable
PDFJuniper III — Call notice 7.pdf0.3 MBSearchable
XLSCommitments tracker.xlsx0.1 MBProcessingSearchable
PDFKestrel VII — Distribution notice.pdf0.5 MBProcessingSearchable
What goes in
PDF Word Excel Email Slides
Or connect, and it stays in sync
SharePoint Google Drive Gmail Dropbox Box Notion
Shared by folder
Each folder has its own members.
The family's files stay with the family.
The Midas app · illustrative example · all names fictional
Move 2 · Ask it

Ask anything. Every answer shows its source.

midas.h.work/app
Which capital calls are due before year-end?
Ask anything…Midas
123press →
01Find ita list, from 3 notices
02Read it for methe clauses that matter
03Chart ita chart, from a spreadsheet
Illustrative example · fictional funds and figures
Move 3 · Give it a job

An agent = instructions + knowledge + tools.

midas.h.work/app/agents/create
Deal Screener
Screens new deals against our mandate.
Create agent
Read the teaser. Score it on our five mandate criteria. Flag any breach. Draft an IC memo in our house format.
Screen this teaserCompare with Project Orion
Investment team · 4 peoplePinned in the sidebar
Deal room Mandate & policy Past IC memos
Read files
Web search
Code & charts
Export to Word
More agents for your team
Statement Reconciler
Matches statements to your records. Flags every break.
Bank statements
Research Analyst
Reads research and news on what you hold.
ResearchWeb
Family Secretary
Board packs, minutes, actions, renewals.
Legal & trusts
Move 3 · The agent at work

Drop in a teaser. Get a screen.

midas.h.work/app · Deal Screener
PDFProject Atlas — Teaser.pdfScreen this against our mandate.
Deal Screener
Read Project Atlas — Teaser.pdf · checked Mandate & policy
SectorB2B softwaretech or healthcare
TicketUSD 15mUSD 5–25m
RegionSouth-East AsiaAsia-Pacific
Growth+32% revenueover 20%
Leverage5.8× EBITDA5.0× maximum
4 / 5Worth a first call. Ask how they plan to bring leverage down.
DOCProject Atlas — IC memo (draft).docx DOCQuestions for management.docx
Illustrative example · fictional deal and mandate
Move 4 · Put it on repeat

Reports that write themselves.

midas.h.work/app/folders/workflows
Weekly family brief
4 steps · reads 2 sources · saves to Reports
Reading the sourcesRunning step 1 of 4Running step 2 of 4Running step 3 of 4Running step 4 of 4Finished · saved Every Friday, 17:00 Run now
Sources Bank statements · newest 10 News on our holdings · 7 days
Step 1Extract cash & positionsper bank, per account
Step 2Compare with last weekwhat moved, and why
Step 3Flag what needs youfees, calls, breaks
Step 4Write the briefone page, house style
OutputSave to a folderReports+ notify the owner
Weekly family briefFRI 23 OCT 2026 · 17:02
Total assets
USD 512.4m+0.9%
week on week
Cash
USD 6.1m
across 3 banks
Next call
13 Nov
Larkspur IV · USD 1.2m
Flag
FX fee
Bank B charged 0.35% · agreed 0.25%
Workflow ran: Weekly family brief
Saved to Reports — open it, or ask about it.
17:02 · just now
Illustrative example · fictional figures
Move 4 · Your week

Your week, on autopilot.

Readsyour foldersbank datathe web
Mon
Tue
Wed
Thu
Fri
Every weekday · 07:00Overnight briefWhat moved overnight in what you hold — waiting for you at 07:00.
08:30Cash & liquidityCash by bank vs. what's due.
09:00Capital-call watchAlerts 14 days before a call.
10:00Deal pipelineNew teasers, screened.
09:00Fee checkCharged vs. agreed, per bank.
17:00Weekly family briefOne page for the family.
1st of the monthMonthly family reportNet worth, cash, performance and commitments — in your format.
Quarter endPerformance packReturns by bank and asset class, against your benchmarks.
Ideas to start with — we pick yours together
Part 2 · Go deep — your data foundation

Then, connect the source.

01
Connect
banks · custodians
02
Pull
daily · untouched
03
Process
reconcile · compute
04
Make it AI-ready
next to your files
05
Use it
ask · agents · reports
Step 1 / 5
Connect
The architecture · live data flow

How your data actually moves.

Your sources Your data foundation Midas · your team Dashboard the whole book 5 Your team sees it all Your folders AI-ready + your files 4 Midas AI ask · agents · workflows 5 Answers reports · alerts Bank A Bank B Custodian C + more banks Connect 1 Raw store untouched 2 Curated reconciled 3

Bank feeds land raw, get curated once, then serve two ways — a dashboard your team reads, and Midas AI your team asks. One source of truth, end to end. Dashboard — positions, performance, cash and alerts across every bank, refreshed every morning. AI & agents — the same curated numbers, indexed next to your folders. Ask, give agents a job, or schedule a report.

Under the hood

How it's built — hover any box.

01 · Connect
Banks & custodianspositions · transactions · cashyour banks
Statements & noticesPDF · emailyour banks
Prices & FXdaily marksdata vendor
Your filesLPAs · mandates · feesfrom you
daily pull
02 · Pull
Raw storeuntouched · immutable
As-of historyrestatements tracked
raw records
03 · Process
Pipelinevalidate · reconcile · price
Exceptionsheld for human review
Calculationsreturns · risk · fees
trusted data
04 · AI-ready
Curated dataone model, one vocabulary
Search indexnumbers + documents
Permissionswho sees what
governed access
05 · Use it
Askanswers with sources
Agentsjobs, done
Workflowsreports on a schedule
Dashboardthe whole book
hover any box for the detail · cream = what comes from you
See the whole book

One screen. Every bank.

your dashboard · example
Total assets
USD 512.4m
Annualised
+7.4%
Cash
USD 6.1m
Alerts
2

Performance vs. benchmark

PortfolioBenchmark

By bank

Bank A
Bank B
Custodian C

Alerts

Bank B FX fee above agreed
Larkspur IV call · 13 Nov
Try it yourself
Open the live dashboardbuilt for a family office · fictional data · new tab →
Performance vs. benchmark Allocation & risk Per-bank view Breach alerts
Where the two meet

Your documents + your bank data. One answer.

Can we cover this quarter's capital calls — and from where? press → to send
From your folders · 3 call notices
Larkspur Fund IV · 13 NovUSD 1.20m
Tidewater Infra II · 2 DecUSD 0.45m
Juniper Growth III · 18 DecUSD 0.80m
Due this quarterUSD 2.45m
From your bank feeds · this morning
Bank AUSD 3.20m
Bank BUSD 1.90m
Custodian CUSD 1.00m
Cash availableUSD 6.10m
2.5× Yes — covered 2.5 times. Fund the Larkspur call from Bank A; it holds the most idle cash.
Illustrative example · fictional figures
Ideas to start with

Pick your first three.

01
FoldersWorkflow
Capital-call watch
Reads every notice. Alerts you 14 days before a call is due.
02
Bank dataAgent
Statement check
Matches each statement to the feed. Flags every break.
03
FoldersAgent
Deal screener
Teaser in. Scorecard and IC memo draft out.
04
WebWorkflow
Overnight brief
News on what you hold, ready at 07:00.
05
Bank dataWorkflow
Monthly family report
Net worth, cash and performance — in your format.
06
FoldersAsk
Ask the documents
Trusts, LPAs, side letters — ask, and get the clause.
07
Bank dataAgent
Fee check
What each bank charged vs. what you agreed.
08
FoldersWorkflow
Renewals & KYC
Passports, policies, licences — a reminder before each expires.
09
Bank dataDashboard
The whole book
Every bank, every asset class, one screen.
Trust & security

Your data stays yours.

Your own workspace
Kept apart from every other organisation — enforced in the database.
Read-only bank access
On credentials you hold and can revoke. We never trade or move money.
Who sees what
Each folder and agent is shared only with the people you choose.
Encrypted and logged
In transit and at rest. Security events go to an audit log.
Midas is ISO 27001-certified
ISO/IEC 27001:2022 · view PDF
The plan · indicative

Week 12: your whole book — one question away.

Workstream
W0W1W2W3W4W5W6W7W8W9W10W11W12
Week 0 · set-up
Set-up
Folders & Ask
Upload · ask
Agents & workflows
First three use cases
Bank & custodian feeds
Connect · pull
Process & compute
Reconcile · compute
Dashboard
Dashboard views
AI on the whole book
Ask the whole book
Week 2 — your documents, one question away Week 12 — your whole book, one question away Indicative — we size it together at kickoff.
Get started

Three steps — starting this week.

Step 01

Pick your first three

A working session: we choose three use cases together — from our list, or yours.

Step 02

NDA & your workspace

We sign an NDA and open your private Midas workspace.

Step 03

Upload & go

Your team uploads and asks — and the first workflow runs in week one.

Thank you.

Your whole family office — one question away.

midasanalytics.ai
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