ForgeFamily Office

The documents behind the demo.

The real files every number traces back to.

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FICTITIOUS DOCUMENT — FORGE DEMO ONLY · specimen data built for a product demonstration · no real family, firm, fund, bank, or person is depicted

Check the work

The documents behind the demo.

Every number on the family-office showcase traces back to a real document in here. These are the actual files the machines were built from — statements, K-1s, capital-call notices, invoices, board minutes, and the office's own master data. Look as long as you like.

It's all invented and marked as a specimen, the way the rest of the demo is. The only thing withheld is wire and routing lines, shown as [REDACTED — SPECIMEN] — the one field a specimen must never carry. Documents that look like paper ship as both a browsable page and a downloadable PDF; working data ships as text.

Statements

Custody and bank statements — Ashborne, Halstead, Tri-Valley.

Capital calls & distributions

The private-fund call and distribution notices, plus the machine's own read of each.

K-1s

The four 2025 Schedule K-1s, plus the roll-call tracker, missing list, and CPA cover sheet.

Trust & entity

Board minutes and the Q3 investment-committee memo.

Insurance & collection

Fine-art, homeowners, and ranch declarations, plus the collection appraisal registers.

Invoices

Household and estate vendor invoices.

Grants

Foundation grant awards and acknowledgments.

Tax

CPA cover letter.

Office master data

The office spine — accounts, entities, holdings, fund commitments, K-1 roster, calendar.

Family council meeting

The 2026-07-16 meeting — raw transcript, minutes, action items, agenda.

Travel

The travel-dossier source inbox — flights, ground, hotel, dining.

Correspondence

Vendor cover emails.