Grow your wealth with an edge.

A single private command center for all your investments — with an AI desk that catches the catalysts, filings and risks before the market reacts.

Built for family offices and active principals with $20M–$250M in net worth.

Net worth

Synced 3 min ago

$48,920,164

▲ $284,120 today · +14.2% YTD

DD score

81 · Core

The Wire

NVDA hit a 52-week high — now 11.4% of your book, above your 10% target.

2m ago

You received a $48,000 distribution today from RPC LLC. I updated your cash flow register.

1h ago

What coa is

coa

“KOH-ah” · noun

A private command center for serious wealth — the single place a family office or principal tracks everything they own, with an AI desk that manages it like an institution.

Our mission is to help you cultivate what you've built. Wealth is grown, not extracted — coa is the instrument for tending it: consolidating every account, reconciling to the dollar, and surfacing the one thing that matters before the market moves on it.

The consolidated view

Your whole portfolio, in focus.

Allocation across every investment type, the performance of each line, and a live daily balance — reconciled to the dollar, benchmarked against the market.

coa

PerformanceAllocationHoldingsIncome

Reconciled · 8 sources

Allocation by investment type

$48.9M total

Public equities 42% $20.54M

Public equities42%$20.54M

Private equity18%$8.80M

Real estate14%$6.85M

Fixed income10%$4.89M

Hedge funds8%$3.91M

Cash8%$3.91M

Public equities · daily balance

$20,541,800

▲ $182,400 today · +24.8% YTD

1W 1M 1Y

YTD Gain

$4,081,600

CAGR

22.4%

Positions

Performance by holding Public equities · top 4

HoldingValueCost basisReturn $Return %Account

NVIDIA NVDA $5,842,100 $1,862,000 +$3,980,100 +213.8% Schwab

Schwab

Apple AAPL $4,120,000 $1,980,000 +$2,140,000 +108.1% Fidelity

Fidelity

Microsoft MSFT $3,480,000 $2,010,000 +$1,470,000 +73.1% Schwab

Schwab

Amazon AMZN $2,640,000 $2,060,000 +$580,000 +28.2% Interactive Brokers

Interactive Brokers

The system

The desk of a family office. Without the firm.

Reconciliation, research, monitoring and diligence — the capabilities of an institutional investment office, run by you and your team, alongside the advisors you already trust.

24/7 AI monitor · The Wire

An AI desk that never sleeps.

Monitors every holding and your watchlist around the clock — and taps you on the shoulder only when it matters.

I just finished diligence on AXON — scored it 81, Core.

8m ago

Insider purchase: LILA CEO, Balan Nair, just purchased $1.0M in stock. Your position is up 5% today.

35m ago

You received your 2025 K1 statement from Real Estate Fund IV LLC. I've filed it in your tax folder.

1h ago

Research terminal

A research terminal, minus the $30k desk.

Quote, chart, fundamentals, filings and sentiment on any name — institutional depth, calm surface.

BE Bloom Energy

▲ Sentiment improving

Management tone · earnings call, by quarter

Cautious

Neutral

Constructive

Bullish

Q1Q2Q3Q4

Tone shifted from “managing headwinds” to “inflecting positive” across three calls — read straight from the transcripts.

Performance

Every return, benchmarked.

Equities, funds, real estate, cash — one true CAGR for each, measured against the index that matters.

your portfolio +18.4%S&P 500 +11.2%

Diligence engineAXON

A buy you can defend.

Kill-switches, conviction gates, reward-to-risk — a documented thesis and a number, not a hunch.

81Core

Kill-switches Clear

Conviction 82 / 100

Reward / risk 2.4 : 1

Yours alone

Privacy. By architecture.

Single-tenant. A private cloud, or a Mac Mini on your shelf. Never pooled, sold, or mined.

Dedicated cloud instanceOnline

Mac Mini · on-premEncrypted

Local statement parsingPrivate

Build & deploy · AI agents

Build and deploy AI agents.

Custom agents that watch your book 24/7 — private-equity catalysts, thesis drift, insider buys and sells. You set the mandate; they do the watching.

Watch my PE funds for capital calls & markups… Deploy

Live agents 3 on watch

Catalyst Watch

Catalysts & events across your PE and public book

Thesis Guard

Flags when a position drifts from your thesis

Insider Signal

Form 4 insider buys & sells on your names