Fair value without
the terminal cage

Whitmore Family Office ran concentrated US equity with three terminal seats and a part-time data vendor. Associates pulled exports; principals wanted fair value on demand. Investment director Martin Kepler needed one standard — not three interpretations of the same ticker.

The mandate was clear: institutional screening for a retail-sized team, with audit-friendly exports and no hardware dongle.

Associates use Explorer for universe search and sector screens. Principals run Pro with True Price bands, full valuation history, and unlimited CSV export across ~2,064 names. The Company slideout replaced screenshot chains in investment committee memos.

Data spend dropped more than 90%. Onboarding a new associate went from weeks of terminal training to a single afternoon on the screener.

Trimming two names that breached upper True Price bands before a sector selloff avoided an estimated 15% drawdown on the office's largest positions versus a hold-everything baseline. Hit rate on new ideas sourced from the screener rose 27% because every name entered the book with the same fair-value context.