Stop chasing K-1s across email threads and shared drives. Osprey PE gives you a single workspace for all your family office clients' PE documents and investment data.
Built for Accountants
A single workspace for every K-1, every entity, every investment — across all your family office clients.
Switch between client workspaces with a single click. See every K-1, every investment, every entity from one login.
Upload, organize, and share K-1s across all your clients. Status tracking, batch download, automatic PDF renaming.
IRR, XIRR, TVPI, DPI, RVPI, MOIC calculated automatically. Filter by entity, fund, vintage, or strategy.
AES-256-GCM field-level encryption for EINs and SSNs. TOTP-based 2FA, full audit logging on every action.
Trusts, LLCs, individuals, foundations — track investments per entity with consolidated rollups.
Refer clients and earn 20% of their first-year subscription. Managed clients who convert count too.
One flat rate. Manage unlimited clients from a single dashboard. Feature access inherited from your highest-tier client.
Some clients aren't ready to sign up for their own portal — but you still need to manage their K-1s, investments, and entities. With Managed Clients, you create and own the client record directly from your accountant dashboard. Your client never needs to create an Osprey account or log in.
For each managed client, you can upload K-1 documents, set up their legal entities (trusts, LLCs, individuals), track their PE investments with full cash flow and IRR calculations, and run analytics — all under your single login. Each client's data is kept fully separate within your workspace.
If a managed client later decides to sign up for their own Osprey account, their data can be migrated to their own portal — and you earn a referral bonus for the conversion.
When you refer a client who signs up for their own Osprey subscription, you earn 20% of their first year's subscription revenue. Managed clients who later convert to their own portal count too — you get the referral bonus on top of the service you've already been providing.
How It Works
No IT required. No implementation fees.
Create your accountant account at $349/year
Clients invite you from their settings — or invite them yourself
View K-1s, investments, and analytics for every connected client
Your feature access upgrades automatically based on your clients' plans
Annual billing · No contracts · Built by a family office insider