Tenant-aware document intake
Every record belongs to one explicit tenant and carries its own class, due date, and status.
Product overview
A private vault workspace with operational memory.
Prive gives a family office a calm place to receive documents, classify them by tenant, prepare controlled copies, watch obligations, and maintain the queues that usually live across inboxes and spreadsheets.
Watermarked handling copies
Demo output includes tenant, class, timestamp, and sample user fields for controlled sharing review.
Private-AI readiness
Metadata and isolation are shaped for future local retrieval and self-hosted summarization.
Core workflows
Intake to vault
Classify packets, maintain sample metadata, and produce review copies without exposing implementation details publicly.
Dates and queues
Track compliance dates, portfolio statement requests, reconciliation notes, and travel checklist state.
Private intelligence
Prepare tenant-aware data boundaries before connecting self-hosted models or private retrieval services.
Protected demo