Private tool development and wealth visualization · Tokyo
Most days contain recurring tasks that could be automated but fit no off-the-shelf product. From message triage and approvals to a consolidated view of your assets, we design, build, and run the specific tool each requires.
Services
Each service below is based on work already delivered. Similar problems can be addressed with the same approach.
Message triage, task management, and the daily flow of approvals, handled by private software built around how the work actually runs. Suited to small companies where daily approvals concentrate on one person.
We consolidate assets and investments spread across banks, brokers, and platforms into a single, continuously updated view. The analysis and the decisions remain your own. We maintain the complete picture on which both depend. We do not execute trades, sell products, or provide investment advice.
Problems adjacent to the two above, such as gaining a clear operational picture of a business or automating recurring work, can be built on the same foundations. Every engagement begins with a review of the problem.
One CEO was losing close to an hour a day to message handling and task tracking, and occasionally missed important requests from clients and staff. Payroll, receivables, and tax payments took a further three days each month. A private app now triages messages, stages approvals, and has reduced the monthly financial work to roughly thirty minutes of sign-offs.
One family held roughly USD 60 million across seven institutions and platforms, most of them overseas. The assets are now consolidated in a single, continuously updated view, in daily use as the basis for the family’s own analysis and decisions.
About the principal
Managing Member, Capital K LLC. His background spans M&A advisory and financial analysis at a Big Four firm and an independent advisory firm. Engagements are conducted in Japanese or English. All work is designed, built, and maintained by the principal.
Over the long term, our work is oriented toward three themes: preservation of assets, education of successors, and shared family experience.
These describe a direction, not a current service list.
Frequently Asked Questions
Individuals whose assets are spread across multiple institutions, and executives or owners on whom daily approvals concentrate. Our tools are best suited to companies of up to around fifteen staff, though this is a guideline rather than a rule. The number of concurrent engagements is limited.
No. We provide visualization only. We do not execute trades, sell products, provide investment advice, or accept sales commissions. The analysis and the decisions are entirely your own.
Tool builds are project-based; visualization with ongoing maintenance is a monthly retainer. Terms are discussed at a confidential introductory meeting.
Contact
All inquiries are treated in strict confidence. We begin with an introductory conversation about the problem you are facing.
Or contact us directly at kohei.akiyama@capitalk.jp