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. CapePoint, an applied technology studio in Boston, closes that gap as one partner across the holdings.
Three modules.
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.
See the practice →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.
See the practice →AI agents deployed inside your operation to handle specific workflows. Voice agent on customer service. Sales agent surfacing pipeline. Internal ops agent handling the daily work that quietly absorbs headcount. A force multiplier inside your team. CapePoint's own operation runs on George, the studio's lead agent.
See the practice →Proven across a two-company, two-continent portfolio.
CapePoint delivers across two operating companies spanning five entities in the US and UK. One runs a national US footprint from offices in the New York, Miami and Los Angeles metros. The other operates from the US and the UK. Both serve customers across North America and Europe, and both sit under long-term private ownership, which is the shape most family holdings take.
Since the stack went live, it has taken on the work of three support staff and eight specialist vendors. Output is compounding, and one operator directs across both companies.
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.
Activation puts the first output live inside 30 days. Embedding settles the stack into daily operations by day 90. From there, CapePoint operates it on retainer.
Three ways to engage.
Each company buys IT, marketing, web and design as separate vendors. Across the holdings that duplication is structural: the same work bought three times, managed three ways. Every engagement below replaces it with one accountable partner.
Pick the company with the clearest gap. We deploy one module, put the first output live in 30 days, and you judge the model on what it produces.
- Audit and 90-day plan
- One module deployed end to end
- Retained operations from day 90
- Expansion path defined
The full model. The playbook configured per company, modules added as each business needs them, one partner accountable across the holdings.
- Per-company configured stacks
- Modules on demand: IT, marketing, agents
- One view across the holdings
- Continuous operation and improvement
Scope CapePoint into the plan before close. We read the target’s vendor and systems stack, plan day one, and have the stack live in the first month of ownership.
- Vendor and systems read on the target
- Day-one operating plan
- Live in the first 30 days post-close
- Continues into the managed model
The vendor list across the holdings becomes one line.
Each company carries its own set of agencies, MSPs, and point tools, every one with its own bill and its own handoff. Marketing, IT, and operations become one partner across the holdings.
Where would this start?
Tell us about the companies you hold. We’ll come back with where the first deployment sits. If there’s a fit, we scope it and move. If not, you leave with a clearer read across the holdings.