Monthly portfolio pack
Where data comes from, who touches it, what breaks, and where reconciliation can be controlled.
Free 20-Minute Audit
Find the family office workflow costing your team time every month
A practical software audit for Hong Kong family offices that want cleaner reporting, less Excel risk, better alternative investment workflows, and AI document processing that actually fits operations.
No prep deck needed
Hong Kong focused
Concrete next steps
Audit Output
A short bottleneck map
After the call, Turoid will summarize the most urgent reporting, data, document, or control bottleneck and suggest the next practical move.
What We Review
A focused check across the work that usually breaks first
The audit is built for teams that know the current workflow works, but also know it depends too much on people, files, and repeated manual effort.
Manual spreadsheet loops
Which recurring processes should stay in Excel and which should move into a workflow layer.
Private fund operations
Capital calls, distributions, NAV updates, manager letters, commitments, and document evidence.
Document processing
Where AI can safely remove PDF handling work without losing review, controls, or context.
Best Fit
This is most useful if one of these feels familiar
The audit is not a generic transformation conversation. It is designed to identify one near-term operational improvement that can lead to cleaner reporting or a faster AI pilot.
Reporting takes too long
Monthly reports require repeated copying, checking, and explanation across bank reports and spreadsheets.
Alternatives are messy
Private funds, capital calls, NAVs, distributions, and manager letters live across inboxes and folders.
AI feels useful but unclear
The team wants AI document processing or CIO support, but needs a controlled place to start.
Book The Audit
Send one line about your current reporting pain
A good starting note is: "We manage X banks/custodians, Y private funds, and our biggest pain is monthly reporting / Excel / PDFs / approvals."
hello@turoid.ai
+852 6231 5831
Room 2601, 26/F, Arion Commercial Centre,
2-12 Queen's Road West,
Sheung Wan, Hong Kong