Whether you manage your family's capital directly, serve clients as a CPA, or run a fund — Osprey adapts to how you work.
Bring order to K-1 season and every day in between. Track investments, manage entities, and see true performance across your entire structure.
One workspace for every family office client. Switch between client books in a click, manage K-1s, and inherit features from your highest-tier client.
Distribute K-1s and fund documents to your LPs through a secure portal. Modular pricing that scales with your funds and investors.
Why Osprey
Eleven years inside family offices shaped every decision in the platform — it solves the problems enterprise tools ignore.
Not a stripped-down enterprise tool or a generic spreadsheet — purpose-built for family office alternatives.
Flat annual rates, no per-seat fees, no long-term contracts, no implementation charges.
Field-level encryption, 2FA, and full audit logging come standard on every plan.
Tell us how you work and we will show you the relevant workflow.