FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumIt

Michael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.

01:00 - Introductions

05:55 - Founder's journey: Alex

08:40 - Founder's journey: Tanmai

10:50 - Markets covered

12:35 - Relevant metrics: speed to market and time saved

16:30 - Client base and characteristics 

23:20 - Value prop & use cases

23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations

26:25 - Tanmai: aspirin for your data headaches & consistency problems

29:40 - Room for improvement?

32:45 - Extracting information from PDFs

38:15 - Competition

41:45 - Workflow capabilities 

45:10 - Migrating data from Quickbooks 

47:20 - What’s next on the roadmap 

50:00 - Pricing 

51:30 - Implementation timescales