One firm for the whole operation.
Calverda runs the operations and technology behind companies and private wealth.
Managed IT and security, systems and AI, custom software, and advisory.
Your technology, run for you, by a firm that answers for it.
Every laptop, account, network, site, cloud service, and piece of business software. One point of responsibility, one number to call, a predictable monthly fee, and a report each month.
- Help desk, with on-site visits when needed
- Laptops and phones set up, updated, and replaced on schedule
- Microsoft 365 or Google Workspace, accounts, and two-step sign-in
- Office and site networks, and secure remote access
- Backups, with restores tested regularly
- Security essentials, with the proof insurers ask for
- Vendors, licenses, and renewals managed for you
- A monthly report and a quarterly plan
Financial operations for private wealth. One platform.
Every entity, account, commitment, and cash position in one place, kept current from the bank up. Built by Calverda for family offices and principals.
Cash, runway, and liquidity across every entity, thirty, sixty, and ninety days out.
- Entities and ownershipLLCs, trusts, and partnerships mapped to their assets and ownership percentages.
- Bank connectionsAccounts linked securely through Plaid; balances and transactions kept current.
- Commitments and capital callsFund positions, calls, and distributions on one calendar.
- Consolidated reportingAcross entities and custodians, without weeks of assembly.
- Assets and valuationsDirect holdings, fund positions, and real estate, with current values.
- iPhone and iPadThe same picture on the move, with notifications that matter.
Four kinds of work. One firm.
Start with managed technology or with one problem that needs fixing. The rest can follow as it is needed.
Systems and AI integration
Connecting the systems you already run, and putting AI to work inside them where it pays.
Custom software
Written when nothing on the market fits, and kept as a product where the problem is a common one.
The firm that keeps your laptops patched is the firm that can rebuild your month-end.
Most companies have an IT provider on one side and consultants, developers, or an overstretched controller on the other, with nobody responsible for the whole. We take responsibility for all of it: the devices and networks, the systems that run on them, the processes they support, and what comes next.
How an engagement runs.
- 1
Assess
We inventory what you have: devices, accounts, networks, systems, contracts, and the processes that depend on them. You get a written picture of the risks, the gaps, and what we would change first.
- 2
Fix and build
The changes that matter, in order: security gaps closed, systems connected, a process rebuilt, software written where nothing on the market fits. Quoted as projects, so the monthly fee stays the monthly fee.
- 3
Run
Day-to-day responsibility, with response times agreed in writing: help desk, monitoring, patching, backup, security, and vendors, with a monthly report you can act on. If you later bring it in-house, we hand everything over, documented and working.
Who we are built for.
- Field-based businessesCrews, remote sites, depots, vehicles, and equipment with networks of its own: solar, energy, construction, logistics, facilities.
- Multi-entity companiesSeveral entities, systems bought one acquisition at a time, and a small team holding the operation together.
- Single and multi-family officesEntities, commitments, and positions in one view, with access limited to the people who need it.
- Principals and private wealthComplex personal affairs run with institutional discipline and a small staff.
- Commercial real estate and developmentProperty-level operations connected to portfolio-level capital decisions.