Unified book
Real assets, listed equities, on-chain holdings, and fund positions normalized into one ledger — marked continuously, reconciled nightly against custodians.
CrystalOak Terminal
Every sleeve. One command line.
The platform our investment team runs daily — exposure, risk, and reporting across real estate, equities, digital assets, and venture. LPs get the same glass we do.
SleeveMarkΔ SessionWeight
Command
co ▸
Output
Capabilities
Built in-house, for one portfolio.
Mandate-aware limits
VaR, drawdown budgets, and drift bands evaluated on every mark. Breaches page the desk before they reach the monthly letter.
Letters from source data
Quarterly LP letters, NAV bridges, and attribution generated directly from the ledger — no spreadsheet handoffs, no version drift.
Access
Terminal access is limited to LPs and partners.
Existing investors can sign in with their credentials. Prospective partners can request a walkthrough with our team.