Geffen Ventures Operating System
The software a single family office runs on
I designed, built and run the platform behind Geffen Ventures: one system for public markets, private investments, real estate, deal flow and documents, with AI agents working across all of it. Five of its applications are open as read-only demos, running on an invented book.
- Portfolio management across every brokerage account: positions, risk, P&L and a daily review
- The office's system of record: entities, distributions, real estate, accounting and tax
- Deal evaluation from first look to decision, then monitoring for every private investment
- An AI mailbox that reads, files and extracts every document that arrives


