A private deal intelligence platform, configured exclusively for your family office by a dedicated implementation team — built on infrastructure trusted by pension funds and benefit administrators across North America.
What the configured platform does
Every active matter tracked from retainer to close. Deal structure, risk flags, outstanding items, and team accountability in one place — with a full audit trail for every decision made.
Term sheets built to the family's playbook. Clause-level analysis against your Diamond, Gold, and Market Standard positions. AI-assisted wording grounded in your standards — not borrowed from corporate boilerplate.
Pre-approved playbook positions on every Hard, Soft, and Flex term mean your team isn't starting from scratch. When the right opportunity appears, your standard positions are ready — negotiations move in days, not weeks.
The families we work with don't need to move slower to be careful. They need a platform where the careful work is already done — playbook positions catalogued, standard clauses approved, risk flags automatic. When the right deal appears, they move.
LegaceVault — Trusted Steward
The Engagement
Before anything goes live, we assess. A project manager, business analyst, and business process engineer map how your office manages deals today — where time is lost, where risk accumulates, where your advisors are working around process instead of with it.
An AI prompt engineer tunes the intelligence layer to your clause standards and negotiation positions. A solution architect designs the integration with your existing systems. And a lawyer who specialises in legal AI adoption reviews your contract language and term library, identifies inefficiencies, and builds better process directly into the platform.
What goes live is not a template with your name on it. It is a dedicated, single-tenant platform — your colour palette, your typography, your terminology, your family's standards — configured by a professional team before your first deal is tracked.
Project manager, business analyst, business process engineer, AI prompt engineer, solution architect, and legal AI specialist — all engaged before configuration begins.
Single-tenant deployment. Your palette, your fonts, your clause library, your playbook positions. No shared infrastructure. No generic defaults. No other family's data in your environment.
Playbook refinements, new deal type templates, intelligence updates. The engagement continues as your office evolves. The platform grows with the family.
Trusted Infrastructure
The platform behind LegaceVault is not family office software adapted from a general-purpose tool. It is enterprise-grade infrastructure — modular, microservice-based — built to the compliance and audit standards of public and private pension and benefit fund administrators throughout North America. When your family office runs on LegaceVault, it runs on the same foundation.
Microservice architecture trusted by pension and benefit fund administrators — not a startup stack adapted for family offices.
Full audit trail on every action, every decision, every AI-assisted output — built to the accountability standards of regulated fund administration.
Deployed across public and private pension and benefit fund clients in Canada and the United States. Production-hardened, not pilot-stage.
The Playbook Advantage
Every clause your family has negotiated, approved, or rejected is catalogued against your playbook — Hard Redlines that are never conceded, Soft positions with structured flexibility, Flex terms that can move without risk.
When a counterparty draft arrives, the platform assesses it against your standard immediately. Your advisors walk into the next session knowing exactly where they stand.
The longer view
A platform that reduces the cost and time of every deal — fewer hours billed, faster closings, fewer concessions made under time pressure — means more of the family's capital stays in the portfolio.
More portfolio means more available for charitable endowments, foundation giving, and multi-generational succession. A family office that moves precisely and quickly on the right deals builds the kind of balance sheet that can do meaningful things across generations — including the next one.
LegaceVault is built for that horizon. Not the next quarter. The next generation.
LegaceVault uses AI exclusively through paid enterprise API tiers — providers that have explicitly contractually opted out of data retention and model training. This is not a setting we enable. It is the only tier we use. Your deal data, your clause positions, and your family's information stay in your vault.
Personal identifiers are removed algorithmically before any AI model is called. Sensitive fields never leave your environment in raw form.
Nothing you enter is retained by an external model or used to train public AI systems. Your queries, deal data, and positions belong to you.
We exclusively use paid enterprise tiers of AI services — providers that have explicitly opted out of data retention and model training. Your usage patterns and deal data are never on a free-tier API that logs interactions. That's our commitment, not a feature you unlock.
Our operating standard
Every action on the platform is logged, traceable, and auditable. The family's standards are the standard — not market convention, not vendor defaults.
Built with Alberta, Ontario, and federal regulatory requirements in mind. Clause libraries grounded in Canadian statute, not generic precedent.
Every term position, every AI-assisted output, and every deal decision is traceable. Built for Investment Committee review, the succession plan, and the next generation.