Together with araneo and MR.KNOW, digital workers take over the data work around reporting, private markets and due diligence. Upload a job description and see within minutes which tasks can be automated.
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AI checks tasks, workflows and automation potential – including a BPMN preview.
Digital worker as Assistant, Agent or Worker.
Seamless integration into ERP, CRM, HR – cloud or on-premise.
Monitoring, governance and ongoing optimisation.
Family offices work with small teams, substantial assets and high standards of confidentiality. Yet much of their time goes not into investment decisions but into collecting, reading and booking data. In workshops with family offices, this effort for reporting alone came to 12 to 16 hours a month per office, and more at quarter and year end. This is exactly where digital workers come in.
Bank statements and custody data are often downloaded, forwarded by email and entered into the reporting system by hand. GP reports arrive by email or sit in manager portals.
The digital worker collects the data from the mailbox, SharePoint or drive, checks which reports are missing, fills in your report template and produces the report. If something is missing, it follows your rules: remind the GP, wait, request a manual upload or continue without that report.
Capital calls, distributions and capital account statements arrive as PDFs from administrators and are still read out by hand. PDF processing is therefore the central bottleneck.
An AI agent within the digital worker extracts amount, date, fund and call type. The orchestrated process checks the values, books the transaction into your consolidation system via booking form or API and takes over the quarterly valuations. Domain logic such as commitment tracking and vintage allocation is part of the model.
From the shortlisted fund to the investment committee: the digital worker sends the DD questionnaire (DDQ) to the GP, collects the documents from the data room and follows up on anything missing.
AI agents organise team, strategy, fees, track record, structure, regulatory and ESG information, pre-score against your weighted scorecard, compare performance with category benchmarks, flag red flags and draft the DD report and recommendation memo. The investment decision stays with you.
Quickly built automations solve individual tasks, not the process, and have to be adjusted with every change. A digital worker, by contrast, is built on a platform whose building blocks are largely reusable.
Built once, all offices use the same base. Every further digital worker, for example for administration or due diligence, is largely configuration and costs a fraction of the first one.
Your reporting and consolidation system stays. The BPMN 2.0 orchestration sits on top and connects banks, custodians, email, file storage and specialist systems via interfaces.
The process therefore runs end to end: the digital worker recognises, decides, acts and escalates, including approvals by the people responsible. It handles queries, reminders and documentation along the way.
Wealth data demands confidentiality. Operation is GDPR-compliant in Germany or on-premise, and the AI models are interchangeable, so there is no vendor lock-in.
Every step is documented and versioned as a process, and every decision can be verified afterwards. Maintenance and model updates are part of operation, so the solution does not become outdated. That fits the governance of an entrepreneurial family.
Many family offices are starting out with individual AI agents today: one tool summarises reports, another answers questions about documents. That is a good start, but not enough for highly confidential wealth data. Who decides which data an agent may see? Who checks its result? And how can you prove later what happened?
In a digital worker, AI agents are therefore one building block, not the whole. They read documents, analyse and draft texts. The modelled BPMN 2.0 process directs them: it defines which agent works with which data and when, where a person approves and when to escalate.
araneo network is an independent, international peer-to-peer network for private investors and family offices: selective, discreet and built on trust. Founder Dr. Christiane Schmelter has more than 15 years of professional experience in the family office world and has been bringing investors and entrepreneurial families together in confidential formats since 2017.
The focus is on private markets: mutual recommendations of private equity and private debt managers, specialised GPs and sector experts, co-investments, secondaries and strategic asset allocation. In roundtables and workshops, family offices also exchange views on governance, the investment process and the use of AI.
With araneo AI, Araneo supports family offices as a sparring partner in introducing AI and automating workflows: from initial orientation through as-is analysis and target picture to piloting and rollout along agreed KPIs. Together with MR.KNOW, this results in digital workers that fit the way each family office works and its governance.
The essentials about digital workers and the potential analysis.
A digital worker is neither a chatbot nor a single script, but a modelled process: it recognises a situation, decides based on rules, executes, produces documents and escalates to a human where needed. MR.KNOW distinguishes three levels: Digital Assistant (rule-based on BPMN 2.0), Digital Agent (AI-powered, also handles unstructured data) and Digital Worker (autonomous AI orchestration across system boundaries).
You upload a job description, job ad or specification sheet as a PDF, or enter the text directly. Tasks, workflows and the achievable degree of automation are analysed; you receive the assessment by email, usually within a few minutes. The analysis is free and without obligation.
A phased approach has proven itself: a compact discovery workshop, from it a working pilot for one concrete use case, then the rollout to further sites or tenants. The first productive use case takes weeks rather than months, because it builds on a platform that already exists.
The benefit is twofold: manual effort drops, and so do error rates and lead times. What decides the business case is reuse: most of the effort goes once into the base of data connectivity, extraction and the rule and document engine. Every further digital worker is largely configuration and therefore costs a fraction of the first one.
Processes are documented and versioned, prompts are managed in a vault, and the AI models are interchangeable, so there is no vendor lock-in. Operation is GDPR-compliant and multi-tenant, either as a highly secure SaaS cloud or on-premise in your own data centre. Decisions therefore remain verifiable, which is an advantage in audited environments.
No. The BPMN 2.0 orchestration sits above your existing systems and integrates ERP, CRM, HR systems or specialist applications via open standards, APIs and connectors instead of competing with them. That protects existing investments, regardless of how individual vendors evolve.
No. Digital workers take on the recurring routine share that ties up experienced staff, around the clock and without fluctuations in quality. They close gaps caused by the skills shortage rather than cutting jobs.
Above all the data work that ties up analysts and back office today: collecting bank, custody and GP reports and checking them for completeness, extracting capital calls, distributions and capital account statements from PDFs and booking them into the consolidation system, producing monthly reports from your template, and collecting due diligence documents, pre-scoring them against your scorecard and delivering a draft report. Investment decisions and approvals stay with the people responsible in the family office.
Individual AI agents handle sub-tasks, such as summarising a GP report. With highly confidential wealth data, however, it must be defined and provable which agent sees which data, who checks and approves results and what is logged. The EU AI Act (Regulation (EU) 2024/1689) has been applying in stages since February 2025 and, depending on the use case, requires AI literacy, transparency, human oversight and documentation; the GDPR applies in any case. In a digital worker, AI agents are therefore embedded in a documented BPMN 2.0 process: orchestrated, with approvals by the people responsible, versioned and traceable.
Araneo GmbH, based in Aachen, has been connecting private investors and family offices in a confidential peer-to-peer network with araneo network since 2017 and advises family offices on introducing AI as araneo AI. Araneo contributes its knowledge of family office workflows, decision paths and confidentiality requirements; MR.KNOW contributes the no-code BPM platform, the digital workers and their operation. Technology and domain knowledge combine into a finished solution rather than yet another toolbox.
