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Portfolio › Services

Services per Vertical

Six verticals. Specialisation per area. Five concrete services per vertical.

PropTech

Specialisation

Tools for the Swiss real-estate market, where tenancy law and discretion in the upper segment shape the character of the work.

Three products for the Swiss and German real-estate industry — discreet, data-sovereign, tenancy-law-aware.

  • Off-market brokerage in the upper segment

    Discreet transactions without public indexation, with a verified buyer pool.

  • Tenant search-efforts documentation (Art. 264 OR)

    Complete records for early contract termination, examinable before conciliation authorities.

  • CRM for real-estate fiduciaries

    Self-hosted platform for property, owner and commission management.

  • Applicant vetting under revFADP

    Structured credit and reference checks within the Swiss data-protection framework.

  • Landlord-tenant communication hub

    Orderly documentation of the running tenancy relationship over the contract period.

To the vertical →

LegalTech

Specialisation

Tools for Swiss legal practitioners — from building objections to tenant search efforts, with focus on documentation gaps in daily work.

Two platforms for clearly defined topics in Swiss law — building objections and search efforts under Art. 264 of the Swiss Code of Obligations (OR).

  • Building-objection templates with deadline tracking

    Structured capture under cantonal building law, with binding objection deadlines.

  • Search-efforts logbook under Art. 264 OR

    Complete documentation for early tenancy termination before conciliation authorities.

  • Evidence preservation for conciliation proceedings

    Structured evidence chains that stand up before conciliation and tenancy courts.

  • Client-files hub for smaller law firms

    Self-hosted case management with Swiss data residency.

  • Formal review of cantonal building procedures

    Deadline monitoring and procedural steps per canton, without replacing legal representation.

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FinTech / M&A

Specialisation

Tools for SME successions, due diligence and private investments across the DACH region — with Swiss data residency as tangible compliance simplification.

Three platforms for mid-market corporate transactions across the DACH region — discretion, structure, data sovereignty.

  • End-to-end SME succession support

    Structured buyer outreach, data room and negotiation documentation in one hand.

  • Operational due diligence for advisor teams

    Multi-deal view with Swiss hosting for parallel mandates.

  • Valuation models for mid-market transactions

    Established methods, transparently documented, without black-box algorithms.

  • Data room under Swiss contract law

    Complete audit trails, separated client workspaces, revFADP-compliant processing.

  • Reporting for PE houses and family offices

    DD layer with institutional requirements, without US-provider dependency.

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InsolvencyTech

Specialisation

Tools for averting bankruptcies and orderly restructuring — before damage occurs and the SchKG procedural area begins.

One platform for the early detection and structured handling of crises at Swiss SMEs — under the Swiss Federal Debt Enforcement and Bankruptcy Act (SchKG).

  • Early-warning indicators for Swiss SMEs

    Debtor days, creditor stretching, bank-line utilisation, tax arrears — continuously observed.

  • Restructuring plans and creditor communication

    Structured negotiation preparation in the pre-SchKG area, with documented concessions.

  • Debtor counselling with data room

    Fiduciary and advisory support with separated client workspaces.

  • Liquidity cockpit for managing directors

    Weekly liquidity view without fiduciary quarterly dependency.

  • Handover to specialised lawyers in SchKG proceedings

    Structured documentation handover for composition moratorium or bankruptcy stay.

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Private Wealth

Specialisation

Discreet tools for family offices, high-net-worth individuals and trustees — with Swiss data sovereignty as architecture, not as label.

Tools for high-net-worth clients and family offices in Switzerland and the wider DACH region — discreet, data-sovereign, proven in substance.

  • Discreet off-market property transactions

    Verified buyer pool, no search-engine indexation, structured handover.

  • Due diligence for active investment mandates

    Multi-deal view for family offices and PE houses with parallel mandates.

  • Company succession support

    Orderly handovers within family structures, with discretion across generations.

  • Swiss data-room infrastructure

    Hosting, contract law and audit trail fully in Switzerland.

  • Audit trails for wealth documentation

    Traceable evidence chains for fiduciary mandates and foundation oversight.

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AI / Directory

Specialisation

Sober directories and matter-of-fact companion tools — without hype, without promises, with Swiss data residency as precondition.

Three directory and companion tools for AI, business software and Swiss court proceedings — sober, well-maintained, data-sovereign.

  • Curated AI-tool directory with compliance assessment

    Swiss data-protection lens on every entry, third-country notice explicitly named.

  • Swiss business-software recommendations with hosting filter

    Filters by data residency, open-source share and revFADP conformity.

  • Court Companion templates for Swiss civil proceedings

    Template library under ZPO with cantonal procedural provisions.

  • Realistic assessments instead of marketing notes

    Reviews from the user perspective, not from vendor marketing.

  • EU AI Act notices for Swiss companies

    Clear flagging of high-risk applications for Swiss companies with EU partners.

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