Accrue Flow | Private Equity Concierge for Founders

Most founders with $20M-$100M net worth are stuck in "Family Office Lite" purgatory. You have too much complexity for a standard wealth advisor, but not enough assets to justify a full-time $300k/year CFO. The result? You become the CFO. And you are doing a terrible job.

The Cost of Chaos

We analyzed the portfolios of 50 tech founders post-exit. The average "Chaos Tax" — money lost to inefficiency, missed opportunities, and penalties — was $420,000 per year.

Inefficiency Source	Avg. Annual Loss	Cause
Cash Drag	$280,000	Keeping $5M+ in checking "just in case"
Missed Capital Calls	$45,000	Penalty interest + exclusion from future deals
Tax Prep Overages	$25,000	Rush fees for disorganized K-1s
Admin Time Opportunity Cost	$70,000	Founder spending 10hrs/mo on admin @ $700/hr
Total Chaos Tax	$420,000

The WealthOps Solution

WealthOps is the application of DevOps principles to personal finance. It relies on three pillars: Observability, Automation, and Reliability.

Traditional Approach

✕ Spreadsheets updated manually
✕ Inbox as a to-do list
✕ Reactive decision making

WealthOps Approach

✓ Real-time dashboards
✓ Automated document extraction
✓ Predictive cash flow modeling

Implementing the Stack

You don't need to hire a team. You need a system. Accrue Flow acts as the infrastructure layer for your wealth. We plug into your existing portals, extract the data, and present you with a "Command Center" view.

"The peace of mind knowing that I will never miss a capital call again is worth more than the yield optimization. But the extra $300k in yield is nice too."

— Anonymous Founder, Series B SaaS

Ready to stop paying the Chaos Tax? Let's audit your current flow.