OpenServe's capital arm
Invest like a billionaire.
Deal rooms with live traction, net worth verified once and recognized everywhere, and a family office that runs on AI.
Your profile takes about two minutes. One OpenServe account — membership includes the full family subscription.
AI for investors
AI in every part of how you invest
Research desk
Ask anything about any deal, market, or holding — the family's deep-research stack drafts the answer with sources. Research, never advice.
Deal memos
Comps, market maps, and diligence questions drafted in minutes for any opportunity you're weighing.
Document intelligence
K-1s, statements, LP agreements, term sheets — dropped in, digested, and turned into obligations calendars and anomaly flags.
Market briefings
A daily read on what moved and why it matters to what you hold — built from your profile, not a generic feed.
Portfolio Q&A
Interrogate your full picture in plain language — aggregated at query time, never warehoused.
Wealth reporting
Periodic reports and entity-structure maps rendered as living documents you can question.
The billionaire agents
An agent army, trained on the greats
Every investor on the board has an AI agent trained on their public record — the filings, the shareholder letters, the interviews, the tracked moves. Ask a question and the right agents answer in that playbook's voice; tell us who you admire and they draft strategy work in their image, built for your actual finances.
Trained on the record
Each agent is grounded in one investor's public corpus — filings on the wire, letters, memos, and decades of documented decisions. Not vibes; sources.
Debate, not a single answer
Ask about a decision and the playbooks argue it out — what the value discipline says, what the macro lens sees, where the contrarian disagrees.
Your blueprint
Pick the investors you admire in the two-minute profile and the agents draft strategy studies in their image — research and education, never advice.
How investing works
Authenticate your net worth once — third-party accreditation review, never self-attested. Your verified status travels your whole OpenServe identity.
Deal rooms for the products the family builds — with live traction from the platform's own analytics, not deck numbers.
One SPV per deal on regulated partner rails, one ledger for everything you back. Allocation access is a membership benefit.
The daily surface
A family office that runs on AI
Between deals, billionaire.ai is the cockpit for everything you already hold — built on the OpenServe AI backbone, priced as one membership.
Document intelligence
K-1s, statements, LP agreements, term sheets — dropped in, digested, and turned into obligations calendars and anomaly flags.
Research desk
Deal memos, comps, and market maps drafted by the family's deep-research stack. Research and reporting — never investment advice.
Net-worth dashboard
Your full picture, aggregated at query time and never warehoused — the family's strictest data posture protects this brand's most sensitive surface.
Reporting
Periodic wealth reports and entity-structure maps, rendered as living documents you can interrogate.
The greats
Learn the playbooks. Build your own.
Strategy breakdowns of the world's best investors — tell us who you admire and the family office drafts strategy work in their image, built for your actual finances.
Secure by design. Honest by design.
Not a brokerage — by design
billionaire.ai is a research and membership platform. We are not a broker-dealer or investment adviser; offerings happen on regulated partner rails, papered by counsel, only to verified investors.
Encrypted account linking
Linked-account credentials flow through Plaid; access tokens are stored AES-256-GCM encrypted, and only your aggregate total is kept.
Query-time data posture
Your wealth picture is assembled when you ask and never warehoused — the family's strictest data posture guards this surface.
Conflicts, disclosed
When the family's own products raise here, we say so plainly — every offering page carries its relationship disclosures.
Build your profile in minutes
Founding members get the family office, verification, first allocation access — and the full OpenServe family subscription bundled in.
Get started