Family office infrastructure

Private capital operations, structured in one view.

Fundamental View helps family offices record transactions, link documents, track crypto confirmations, and maintain a clean cash-flow register.

Positioning

Not another spreadsheet. Not another generic dashboard.

Software for a family office usually starts at the report.

An operational layer between documents, transactions, crypto confirmations and the people responsible for keeping private capital records accurate.

The problem

They fail because of fragmented records.

Private capital operations rarely fail because of strategy.

Family offices operate across banks, brokers, wallets, custodians, entities and jurisdictions. Without a structured process, every report becomes a reconstruction exercise.

The infrastructure

A structured transaction infrastructure for family office operations.

One controlled workflow in place of six disconnected ones.

Telegram input, document recognition, Drive storage, blockchain transaction links, FX conversion and a structured register, each step handing off to the next.

Coverage

One register for every asset the family holds.

Liquid and illiquid belong in the same structure.

Real estate, listed positions, private holdings, digital assets, transfers inside the family and transfers out of it. One entity model, one currency logic, one place to look.

Document infrastructure

Every document named, stored and connected.

A record is only as good as the paper behind it.

Documents are converted, merged and stored using the same PCD logic as the register. Months later, the team can still trace the operation back to its source.

Reconciliation

Every figure traceable to the document behind it.

Consolidated numbers still have to be answerable.

Statements, confirmations and on-chain records are matched against the register, and what does not match is raised rather than absorbed. A number in a report is one step from its source.

Access

The register in the principal's pocket.

Questions about the portfolio are rarely asked at a desk.

The same structured data on a phone as in the office: positions, documents and the month's movements. Not a scaled-down report, and not a PDF sent by mail.

Control

Access decided per entity, per person.

A family is not one audience.

Roles are set at the level of the entity and the document, and every action against a record is logged. Who saw what, and when, stays answerable.

Next step

See the register built on your own structure.

Infrastructure is easier to judge on your own records.

A private demo runs on a sample of your entities and your documents, so the question is not whether the software looks good but whether the records come out right.

How a record is made.

Six steps, in the same order every time. The sequence is the product: it is what makes a number in a report answerable months later.

Add transaction

A record starts in Telegram. The user selects the category: external, internal, or not relevant.

Attach proof

A PDF, a photo, an iPhone screenshot, a crypto TXID, both together, or none where the policy allows it.

Recognise data

The system extracts what it can read from the document and maps it onto the register fields.

Confirm fields

Every recognised field is reviewed and confirmed by a person before the record is saved.

Store evidence

Documents are merged into a PCD-named PDF in Google Drive. A TXID becomes a link to its explorer.

Update register

The record is written to Google Sheets, or to SQL, with its links, rates and status.

What the infrastructure is made of.

Telegram bot

A controlled input surface for the operations team: records, files, TXIDs and comments without opening the register.

Document recognition

Text extraction from PDFs and OCR for images, including HEIC and HEIF, with orientation corrected before mapping.

Transaction register

PCD number, date, issuer, currency, amount, USD amount, counterparty, instrument, document links and status.

Drive evidence storage

Quarterly folders, PCD file names, merged PDFs, and a link back to the row the document belongs to.

Crypto layer

TXID, token and network held with the record, with a duplicate check across network and transaction id.

FX and USD conversion

Historical rates retrieved where they exist, manual override where they do not, and the rate status kept on the record.

SQL scalability

Start on Google Sheets. Move to SQL when volume requires it, with PCD, links and TXID data preserved.

Connects to

• Telegram
• Google Drive
• Google Sheets
• SQL
• Tronscan
• BscScan
• Etherscan
• BTC Explorer

Where it is already the right tool.

Cash-flow reporting

For teams that maintain a cash-flow report and need clean transaction records with the documents that support them.

Investment operations

For recording securities, instruments, ISINs, quantities, prices, commissions and counterparties.

Crypto confirmations

For operations where a blockchain transaction is the primary proof of a payment or transfer.

Multi-entity structures

For private structures operating across departments, companies, accounts and jurisdictions.

Assistant-led operations

For cases where an assistant adds records through Telegram while the principal reviews the register.

Crypto confirmations, held in the same record.

For blockchain transfers the register stores the TXID, the token, the network and the explorer link as part of the operation. Where no document exists, the transaction itself becomes the confirmation layer.

Built around control, traceability and restricted access.

Security architecture and access policies are configured individually during implementation.

Controlled access

Access to the Telegram bot is limited to authorised users.

Traceable records

Each operation carries a stable PCD number and can be linked to a document or to blockchain evidence.

Protected credentials

API keys and service account credentials are not held in open code.

Human confirmation

Recognised data is confirmed by a person before it is written to the register.

Change history

Critical changes can be logged for operational transparency.

Implemented around your existing operating process.

Discovery

Review of the current reporting process, transaction types, documents and users.

Register structure

Fields, categories, required data and PCD logic are defined against your operation.

Bot and automation

Telegram workflows, recognition, Drive storage and register integration are configured.

Testing

Real documents, crypto TXIDs, rates, manual entries and edge cases are run through.

Launch

The system is deployed, users are connected, and the first operating cycle is monitored.

Scale

The register moves from Google Sheets to SQL when operational volume requires it.

Private implementation. Annual support.

Fundamental View is implemented as a private operational infrastructure. Scope, integrations and the support model are defined after reviewing your reporting process, document types and transaction volume.

There is no tier table, because there is no standard operation. What the work costs follows from what the work is.

Discovery and structure

Your reporting process, transaction types and document flow are reviewed, and the register is defined against them.

Implementation and testing

Bot, recognition, storage and register are configured and run against your real documents and confirmations.

Annual support

Operation, adjustments as the structure changes, and the migration to SQL when volume requires it.

Questions we are asked first.

Is this a portfolio management platform?

No. Fundamental View is focused on transaction records, supporting documents, confirmations and operational reporting.

Can it replace our current spreadsheet?

It can start from your Google Sheets structure and move to SQL later, when that becomes the right place for it.

Can we keep adding records manually?

Yes. The register is updated manually or through the Telegram bot, and the two can be used side by side.

Does it support crypto transactions?

Yes. A TXID is stored together with its token, network and explorer link as part of the record.

Which blockchain explorers are supported?

The first version supports Tronscan, BscScan, Etherscan and BTC Explorer.

Does it verify the transaction on-chain?

The system can retrieve available transaction data from supported explorers. Depth of verification depends on the API and network.

Can it process iPhone photos?

Yes. Common image formats are supported, including HEIC and HEIF.

What happens if recognition fails?

The user confirms, corrects, clears or enters the data by hand. Nothing is saved without a person agreeing to it.

Can the system scale beyond Google Sheets?

Yes. The register migrates to SQL if Google Sheets becomes too slow for the operating volume.

Is this a standard SaaS product?

No. It is implemented as a private infrastructure adapted to the way your operation already runs.

Bring structure to private capital operations.

Connect transactions, documents, crypto confirmations and reporting into one controlled workflow. For family offices, private investment structures and capital operations teams.

What happens next

We read the request ourselves and reply personally, usually within two working days.

What the demo is

It runs on a sample of your own entities and documents, so you judge the records rather than the interface.

What it is not

No newsletter, no sequence of follow-ups, no script. Your details are used to answer you and nothing else.

contact@fundamentalviews.pro