Private clients · Midwest · ~$55mmAbacus Rolodex MemberTracking was done in Excel—far from ideal. Beyond that, he wanted access to a broader network to share deal flow and hear what other sophisticated investors were doing.$68BAbacus Rolodex AUM · and growingPrivate clientsPrivate clients · Midwest · $11mmThe Operating Business OwnerHis wealth is hyper-concentrated in a single operating business, and he had no sophisticated way to track his balance sheet as he began diversifying. His only tool was a three-statement Excel model on his laptop.Private clients
Clients are identified by shape rather than by name: category, region, and assets tracked. Named references are available under NDA during diligence.
