One partner across the companies you hold.
CapePoint deploys AI-native marketing, IT, and operations agents across a family office's operating companies. One stack, configured per company, run for the length of the hold. Live in 30 days, embedded in 90.
Small holdings carry a full-sized operating burden.
Three or four companies, each running its own marketing, IT and operations. The office ends up managing vendors when it should be managing businesses.
A family office with three or four operating companies still carries every function those companies need: marketing, IT, security, the systems that hold operations together. Each company sources its own, at its own quality, under its own contracts. The office ends up supervising vendors instead of the businesses.
The economics have changed. Work that took a marketing team, an IT shop, and an ops consultant runs through agents and automation now. The structure most holdings sit on predates that, and every year it stays in place is a year of margin and attention spent on coordination.
An applied technology studio, built for long-term holders.
CapePoint is an applied technology studio operating from Boston. One partner, one stack, three integrated modules: IT, Marketing, and Operations Agents, deployed per operating company on a repeatable 30 to 90 day playbook, with custom build work available beyond them.
The studio was built AI-native from the ground up. Agents handle the volume of work that used to require teams. Automation runs the workflows that used to require headcount. One operator directs strategy across the holdings while the stack does the execution.
Three modules. Take one, two, or all three.
Each module deploys on its own and integrates with the others. Most companies start with one and add modules as the relationship matures.
Full marketing engine deployed inside each company. Strategy, web, content, distribution, CRM, intelligence. Four skillsets run the engine: Intelligence, Content, Distribution, and Pipeline. Agency-level output without the agency overhead, and the same engine in every holding.
Managed infrastructure, security, helpdesk, endpoint management. Scales from five endpoints to five hundred. Replaces a different MSP in every company with a single accountable layer, and a single security posture across the holdings.
AI agents deployed into specific operational workflows: customer service voice, sales pipeline, internal ops. A force multiplier inside each operating team. CapePoint's own operation runs on George, the studio's lead agent.
Proven across two companies under one ownership.
CapePoint delivers across two operating companies spanning five entities in the US and UK, under shared ownership. One runs a national US footprint with offices in three major metros. The other operates in the UK and US. Both are winning in their categories, including a recent enterprise engagement at the top of the global market.
Since the stack went live, it has replaced three roles and five vendor relationships. Output accelerated, and the quality is higher than what came before. One operator now directs across both companies. Both sit under long-term private ownership, which is the shape most family holdings take.
One architecture, deployed per company.
Every operating company gets its own configured stack, assembled from the modules it needs. Same architecture, same playbook, same delivery team. Different brand, different data, different market.
The first deployment proves the model. By the third company, deployment is configuration.
The office sits on top with one view across every holding. One partner, one accountable party, one stack that takes the next acquisition on the same playbook.
Live in 30 days. Embedded in 90.
Deployment runs in two phases, with retained operations beginning at day 90.
Refining outputs, integrating with the existing team, handling edge cases, reaching steady state. By day 90 the stack is operating at full capacity.
Monthly retainer. CapePoint operates the stack on an ongoing basis. Continuous output, monthly reporting, quarterly business reviews. Modules added as needed, and the next company onboarded on the same playbook.
What this looks like across your holdings.
A family office holding three operating companies, mixed services and industrial, $10-80M revenue each. CapePoint deploys Marketing across all three and IT across two. First company kicks off in month one, third is live by month nine.
The gains that matter most to a permanent holder are the ones that compound: consistency across companies, institutional memory that lives in the stack rather than in departing staff, and the operating story each company carries into the next generation.
The vendor list across the holdings becomes one line.
Each company runs its own pile of agencies, MSPs, and point tools, every one with its own bill and handoff. Marketing, IT, and operations become one partner across the holdings.
Built for permanent capital.
Permanent capital changes what the relationship can become. Year two: deeper AI agents for finance, customer experience, and internal knowledge. Year three onward: Custom Solutions, systems built for how each company actually works, where off-the-shelf does not fit.
The first engagement is productized for speed and predictability. What follows compounds with every year the family holds the company, and the stack outlasts any individual manager.
Where would this start across your holdings?
Tell us about the companies. We come back with where the first deployment has the most leverage, and if it is worth 30 minutes, we take it to a review with the principal or the office's operating lead. If there is a fit, we scope a first deployment and move. If there is not, you leave with a clearer view of where AI-native operations could change the math across the holdings.