Mayetik
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Structured conversations → compounding intelligence across every holding

See what’s really happening across your investments and operating businesses. Before the family meeting, not during it.

Mayetik turns check-ins with portfolio company leadership, external managers, and operating business heads into source-linked briefs — so the principal walks into quarterly reviews with a real picture, not a patchwork of emails and verbal updates.

30 days free · No credit card required

Recommended first session

Holding & Manager Quarterly Check-in

The easiest way to feel Mayetik is to run one focused session, generate the brief, then ask what it revealed.

Share with

Operating company leadership, external fund managers, or key advisors

Time

15-20 minutes per respondent

Expected output

A brief covering performance vs. expectations, key risks, and manager conviction — rolls into cross-holding Theme Pulse ahead of family meetings

How it works

1

Run a structured check-in

Describe the goal — quarterly review, manager due diligence, succession planning input — and Session Studio builds the questions. Or start from the holdings template.

2

Get an AI brief automatically

Performance drivers, risk flags, and manager sentiment are extracted and summarized automatically — no analyst memo required.

3

Ask across every holding before the family meeting

“Which managers changed their outlook this quarter, and why?” — sourced, cited, instant.

Before your next family meeting

One picture across every holding and manager relationship.

Once each holding, manager, or advisor runs a quarterly check-in, you can ask Mayetik a single question and get a synthesized, sourced answer across everything — instead of piecing it together from emails and verbal updates right before the meeting.

  • Ask questions across every holding and manager relationship at once
  • Cross-holding Theme Pulse shows what's shifting right now
  • See where conviction is changing — and why — before it comes up in the room
  • Sourced answers with citations to the exact check-in that said it
Ask Mayetik — across every holding
“What changed across our external managers this quarter?”

3 signals across 9 check-ins:

Manager A

Conviction

Reduced conviction on the small-cap allocation, citing macro uncertainty.

Operating Co. B

Key person

CEO flagged a key-hire departure risk that hadn't come up in prior updates.

Manager C

Conviction

Increased position size — the first time in three quarters.

Sources: 9 check-ins across holdings and managers · Last updated 2 days ago

Built for discretion

Nothing here requires your managers or operating companies to know you’re using a platform. A check-in arrives as a simple link — not an invitation to log into shared software, and not a system they need to be onboarded to.

Respondents never create an account or see a shared login — just a link and a conversation
You decide exactly who in the family or office can see each holding's check-ins and briefs
Managers and operating executives never see each other's responses, or that anyone else was asked
Portable outputs — briefs and syntheses stay in your hands, not locked into a vendor's interface
A private record of who ran which check-in and when, for your own reference — not a compliance requirement

Start with one holding or manager relationship.

Free 30-day trial. No credit card. Run one check-in, see your first brief in under 30 minutes.

Start free, talk pricing when you’re ready to cover every holding and manager relationship.

Also built for PE / VC · internal audit · corp dev