Fleet Management for Superyachts

• Replaced Excel chaos
• Multi-entity complexity
• Integrated Finance & Operations
• Compliance documentation

Designed and implemented integrated software managing accounts, documentation, calendaring, and work management across a multi-vessel fleet.The challenge: multi-entity operations where Excel-based tracking broke down, financial data needed to connect with operational workflows, and compliance documentation required proper systems. Sound familiar, kind of like managing foundations, DAFs, and direct giving programs?The solution: A single integrated system that consolidated all vessel operations, automated financial reporting across entities, and maintained complete audit trails for compliance.What used to take days of Excel wrangling became real-time visibility.

Infrastructure Management System

• Replaced email chaos
• Multi-project oversight
• Team coordination
• Approval workflows
• Audit trails

Built integrated system managing multiple infrastructure projects, team assignments, asset spending, statutory compliance, and authorization workflows.
The challenge: Email chains were losing approvals, regulatory requirements demanded audit trails, and multi-stakeholder decisions needed proper documentation.
Think grant portfolios, 990-PF compliance, board approvals and the same need for systems that track decisions and maintain accountability.
The solution: Custom software that replaced email-based approvals with structured workflows, centralized compliance documentation, and built complete decision audit trails.Proper governance instead of inbox archaeology.

Excel chaos? Email-based approvals?
Can't see total family giving across foundations and DAFs?

• Let's talk!

David Nabarro

Purpose Built Software for Family Office Philanthropy

I build software for family offices when Excel spreadsheets and email workflows stop working

My background is unusual: I'm a chartered accountant (Deloitte) who became a CFO, then moved into building software.As CFO of a superyacht management company I designed and implemented fleet management software from the operator's seat - not as a developer but as the person who had to make it work.As Product Director at a San Francisco agency I built custom internal systems for complex operations that have outgrown spreadsheets.That combination of understanding financial operations AND building software is rare. Most developers don't understand foundation compliance. Most accountants don't build software.

I help Family Offices run their philanthropy like they run their investments - with clear systems, consolidated visibility, and proper governance.Not spreadsheets. Not email workflows. Purpose-built software that connects philanthropic operations to your financial picture.

If your family office philanthropy has outgrown Excel and email, I'd like to understand your situation.Let's talk about what purpose-built systems could look like for your foundation.

• Let's talk!

Three Signs It’s Time to Replace Excel and Email

Excel and email work fine when you're making a few grants per year from a single foundation. But when you're running private foundations, managing DAFs, and coordinating family giving the duct-tape breaks.You spend more time managing spreadsheets than advancing your philanthropic mission.Here are three signals it's time to replace Excel and email with purpose-built systems:

Signal 1: Excel Can’t Show Total Giving Across Foundations, DAFs, and Direct Gifts

• Foundation grants tracked separately from DAF gifts and direct giving
• No consolidated view without manual Excel work
• Can't identify duplicate funding to same organizations
• Board questions require hours of spreadsheet consolidation
• Quarter-end reporting requires piecing together 3+ sources and takes days

Signal 2: 990-PF Prep and Grant Approvals Live in Email Chaos and Spreadsheets

• 990-PF prep is an annual documentation scramble
• Grant proposals get lost in email threads and there's no feedback tracking
• Board packets are manually assembled from Word docs and Excel files
• There's no audit trail for approvals and disbursements
• Due diligence such as 501(c)(3) and OFAC is tracked in spreadsheets
• Multi-year commitments are in someone's head or personal spreadsheet
• Next-gen wants involvement but your workflow doesn't support it

Signal 3: Impact Data Is Buried Across Disconnected Systems

• Grant outcomes can't be systematically tracked
• Grantee reports are filed and never analyzed
• Can't answer "is our giving working?" with data
• No way to compare effectiveness across focus areas
• Impact measurement exists in theory, but not in practice
• Data to answer "what's working?" exists but isn't consolidated

If you're seeing these signals, Excel and email aren't working anymore.You need systems that integrate your philanthropic operations with your broader family office picture.

The solution: Purpose-Built Software

Custom software isn't about being fancy. It's about replacing Excel chaos and email workflows with systems that:• Connect philanthropic operations to your financial picture
• Support the governance you actually need
• Help you measure whether your giving is workingThe question isn't "should we invest in better systems?", it's "what's the cost of continuing with spreadsheets and email?"

Ready to fix this?

I understand foundation compliance from my time as a chartered accountant and a former CFO, and I build custom software.Let’s talk about what purpose-built systems could look like for your family office philanthropy.

• Let's talk!

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