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.
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.
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.
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.
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.
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.