100x · for Lavelle Capital

For Sanjeev Rao.

Restricted preview. For Sanjeev Rao.
For Sanjeev Rao Lavelle Capital

Can we 100× Lavelle?

Your families call you for everything already. The car, the house, the investment. What if a person you placed inside each family made that true for every decision they make?

You measure success in people. This sells the one thing you are best at.
01 · The opening

Your families are too poor to be rich.

Fifty to five hundred million in net worth. They feel rich some of the time, not all of the time. A hundred million does not buy the jet. That is sixty five. So what do they do with the rest?

$100M
Net worth. Rich on paper.
$65M
The Gulfstream. One decision, and most of the liquid is gone.
0
People on staff to actually run any of it.

They have the money. They do not have the people. They need one or two full time hires, and they do not want the search, the turnover, or the morning it all walks out the door. There are tens of thousands of them in the Bay Area alone.

02 · The family

Meet the family that just made $200M.

Last year they drove a Honda and owned one car in the city. This week they have a twenty million dollar line from Citizens and a house in Park Heights. The house is full of termites.

The week one list
Every line is a decision. Every decision is a reason to call you.
They do not need a portal. They need a person who picks up, holds all of it, and makes it quiet. That person is yours, and so is everything they hear.
lavelle · the [redacted] family
Newly liquid $200M · 2026
  • Manage the termite bid on the new houseYour CoS
  • Buy the carYour CoS
  • Decide the gift to the relatives, and have the conversationYour CoS
  • Set the vacation budget, book the Oman experienceHospitality
  • Private jet or commercial, this tripYour CoS
  • The twenty million line, and what comes afterFinance
One person holds all of it. The family makes one call.
03 · Your engine

Every decision is your decision.

Your words, in the room: you built the mousetrap so every time a family does something, they call you. The deal flow is the prize. The carry follows. A person inside the family makes the mousetrap permanent.

Step one
A person in the room
In every family.
→
Step two
Every decision routes to Lavelle
Car, home, gift, trip, trade.
→
Step three
Deal flow you would never have seen
Heard first, at the table.
→
Step four
Carry, and the wallet
The whole relationship.

Undercut everyone on the fee, because the deal flow is what you are really buying. And it compounds every year the person stays in the room.

04 · The product

A Chief of Staff, attached to the family.

Three ways in. The more a family buys, the more of their life runs through Lavelle, and the deeper the moat.

Platform
1.0% / yr
Everything in one place.
  • Investments, reporting, tax, decisions, on the Lavelle platform
  • AI powered, with pooled support
  • Every decision still routes through you
The entry point. The wallet, captured.
Supported
1.5% / yr
A human, when it counts.
  • The full platform
  • Your Chief of Staff on site fifteen days a year
  • A dedicated remote assistant year round
The platform, plus a person in the room.
Most pick this
Dedicated
2.5% / yr
A full time Chief of Staff. Or two.
  • One for the patriarch, one for the family
  • Asset management plus the life. Swiss butler meets English estate manager
  • About a million dollars of talent, bundled in
  • A $200K a year travel budget. Stays with the family wherever they go
  • On site four days a week, around 250 days a year
  • The shared desks behind them: finance, property, hospitality
Handpicked by you. Mutual NDA. Replaced free in a month if one does not fit. Minimum $100M.
05 · Behind your one human

One person the family sees. A full team behind them.

Your Chief of Staff is the face. Underneath sits a shared bench, on call across families, so one person can carry a whole household.

Lavelle, attached to the family

Your family Chief of Staff

The family meets one person · the bench makes that one feel like ten
Desk 01

Finance

The line of credit, the cash, the tax question, the next investment. Decisions framed, then routed to you.

Desk 02

Property

The home with the termites, the contractor bids, the second house, the leases. Managed, not just tracked.

Desk 03

Hospitality

The Oman trip, the jet call, the events, the reservations nobody else can get. The white glove, on tap.

Trained as butlers, handpicked by you. One human in front of the family. A shared bench behind, so the economics work at scale.
06 · The economics

The most expensive option. And the one they pick.

Everyone else pitches the family at one and a half to two percent and hands them a portal. You come in at two and a half and hand them a person, a travel budget, and a team. They pick you, because you are the only one who makes the money invisible.

Everyone else
the other pitch
1.5% to 2% a year
1 login
0 people
  • A portal and a quarterly statement
  • A relationship manager who has forty other families
  • The termites, the car, the trip: still yours to solve
Lavelle
lavelle · dedicated
2.5% a year
1 person
3 desks
  • A full time Chief of Staff, on site
  • A $200K travel budget, stays with the family
  • Finance, property and hospitality, on call
How two and a half percent still carries great margins: an AI back office runs the volume, so one human serves a family like a team. The family never sees the AI. They see the person. Your words in the room: AI is a train that runs at light speed, but it needs tracks. You run the trains. The tracks come built.
07 · The moat

You measure success in people. Here is why that wins.

The talent is the product. Handpicked by you, trained to one standard, under a mutual NDA. If one does not fit, the family fires them, and you replace them in a month, free.

Why there is no key person risk, for them or for you
Handpicked by you
Trained to one standard
Replaced free in a month
Disposable by design. The family is never stuck, and neither are you. UBS and Schwab will never staff a family this way.
08 · The engine

What would you name yours? Mine is Sasha.

Nik runs 100x with an AI Chief of Staff. One person's judgment, a team's output. That same engine sits under every Lavelle Chief of Staff, so one human can hold a whole family.

From Sasha · Nik's AI Chief of Staff
Hey, Sanjeev. I'm Sasha.

Nik built me in an evening. Now I run his week. He keeps the judgment. I do everything else.

Put one of me behind each of your Chiefs of Staff, and one person can carry a whole family without dropping a thing.

  • · I read every email and triage it by family.
  • · I sit on every call and log every commitment.
  • · I draft every recap, briefing, and reply. The human signs.
  • · I answer "what did we tell them in March" in seconds.
  • · I watch the calendar so the human walks in already briefed.
Sasha
online
8:02 am · Morning briefThe newly liquid family at 10. Termite contractor shortlist is in their folder. Power 3 set.read 8:04
10:38 am · After the callRecap drafted. The gift conversation is teed up. Two action items logged for the property desk.read 10:39
12:00 pm · TriageOman itinerary back from hospitality. Jet vs commercial costed both ways. One needs your call.read 12:14
7:00 pm · Wind-downDay's wins logged. Tomorrow opens with the founder family at 9.read 7:04
There is a 150 page playbook behind me. Point it at Lavelle and it builds your version. Nik's offer in the room stands: you do not need 100x to start.
Founder-led firms 100× has already built for
"Nik is the C-level whisperer. His discovery workshop sparked a valuable, thought-provoking discussion, framing the big picture while guiding us toward practical next steps."
Alysse Prosnick · EVP Operations, Angel Oak Mortgage Solutions
"You've helped us acquire real estate faster as our strategic partner and have expanded with us."
Ted Farry · COO, Fortune Acquisitions
"Without 100x, Home.LLC would have failed. With 100x, we replaced 100+ originators, underwriters, and servicers with a single AI agent."
Nik Shah · CEO, Home.LLC
09 · Discretion

Yes, it would touch your families' records.

So here is the floor. Read the worry. Read what actually happens. Read what you switch off in thirty seconds.

Built for fiduciary discretion.

Each family's data stays on Lavelle's machine. Connectors are pipes. Anthropic's API is stateless. You hold the keys at every layer.

What you're worried about What is actually happening What you switch off in 30 seconds
A vendor is breached and family records are in the dump. Nothing sits on the vendor. Connectors are pipes. Records pass through and land on Lavelle's machine. Connector access, in settings.
Anthropic trains on a family's communications. Anthropic does not train on enterprise traffic. The API is stateless and forgets after every call. Close the project. The link is gone.
One family's data bleeds into another's. Each household is walled. A Chief of Staff sees only the family they hold. Per family access, per person.
MNPI from a portfolio company reaches a family file. MNPI is on the five-bans floor below. The system refuses the categories you flag. MNPI quarantine on by default.

Five things never enter a family's folder. Full stop.

  • Family banking credentials, SSNs, account numbers
  • K-1 raw data until the family signs off on circulation
  • Attorney-privileged trust and estate documents
  • Pre-public investment positions, MNPI
  • Personal health detail beyond what onboarding requires
10

Opposed to exploring further?

Human CEO
Nik Shah
"If AI can do my job, why can't it do your job."
Nik Shah, Temporary CEO, 100×
Built Home.LLC, now 99% run by an AI agent called Sophei. Sold Homie (iSquad / SPS). EY alum. Carnegie Mellon "Tartan on the Rise."
Quoted in WSJ, Fortune, Axios and 50+ publications. Called "the most accurate housing market forecaster in America."
100× · for Sanjeev Rao