Give VIV the family's private-company holdings. We reconstruct ownership and rights, check what has changed, establish defensible value and likely-liquidity ranges, then classify every position: double down, hold, intervene, sell, close out or investigate further.
Request an X-RayThis is a triage engine, not a valuation or investment recommendation. It shows how VIV converts incomplete portfolio information into an evidence and action plan.
Family Capital Action Book — verified ownership map, valuation-confidence range, holding-by-holding action classification, follow-on priorities, liquidity candidates, missing-evidence list and 90-day action sequence.
Sample 62-holding example from the service design; not client performance or a promise of realizable value.
One executive view across the portfolio, followed by an action card for each company: evidence, value lenses, changes, decision, missing information and next action.
| PORTFOLIO VIEW | QUESTION ANSWERED |
|---|---|
| Historical cost | How much capital actually went in? |
| Reported value | What are we currently carrying? |
| Defensible estimated value | What range does current evidence support? |
| Likely liquid value | What might clear if liquidity is required? |
| Follow-on requirement | How much additional capital may be requested? |
| Action map | Where should family attention go now? |
Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.
Turn fragmented private holdings into a verified capital-allocation system
The engine asks only the facts needed for this service, identifies missing evidence, gives a first-pass diagnostic and routes the user into the relevant VIV workflow. It is not a generic lead form.
Ownership, entry price, rights, latest evidence and valuation ranges are retained longitudinally, allowing the family to see how each holding changed rather than relying on disconnected snapshots.
Comparable issues across holdings—revenue concentration, governance gaps, follow-on pressure, stale valuations or liquidity constraints—become visible at portfolio level and improve prioritization.
Recommendations are linked to later follow-ons, interventions, write-downs, exits and other outcomes, creating feedback on which judgments and actions actually protected or created value.
A family has accumulated 35 private-company positions across several years. Ownership records, dilution, current status and follow-on rights are fragmented across email, spreadsheets and advisers. VIV reconstructs the portfolio, verifies the evidence and converts each holding into an action: double down, hold, improve, sell, close-out review or unknown.
A family is being asked to support several existing companies in the same quarter. VIV separates sunk-cost attachment from current investment merit, establishes defensible value ranges and identifies which companies deserve scarce follow-on capital.
A family had built a sizeable direct private-company portfolio over multiple investment cycles, but the internal view was still anchored to invested cost and last-round marks. VIV reconstructed the holdings, separated verified ownership from missing evidence, challenged current value and grouped the portfolio by required action. The family moved from company-by-company conversations to a portfolio-level capital allocation process, with follow-on decisions, intervention priorities and liquidity candidates reviewed from one action book.
Client-identifying details and commercially sensitive information are withheld for confidentiality.