Problem
Operating agreements buried in email or a lawyer's filing cabinet.
Solution
Every amendment creates a versioned record - current agreement always one click away with full amendment history.
PHASE 1
Entity Management Suite
Formation, governance, and compliance - for every LLC and Trust.
Managing properties across multiple entities is a compliance obligation. Entity Management gives you a single source of truth for every LLC, trust, and partnership - with proactive governance alerts so nothing slips through the cracks at renewal time.
THE OWNERSHIP JOURNEY
From Structure to Governance
Five steps that take an ownership structure from formation to maintained governance.
Choose Vault Type
Entity or trust
Create Vault
Formation record
Add Ownership
Beneficial owners
Assign Control
Signatories & control persons
Maintain Governance
Secure, current records
Ready to Structure Ownership?
Create an Entity Vault or Trust Vault to organize formation records, beneficial ownership, control persons, and signatory authority.
Create Entity Vault Create Trust Vault
PAIN POINTS SOLVED
Entity Suite - Pain Points Solved
Common ownership, compliance, and governance gaps are converted into structured, auditable operating records.
Problem
Annual report due dates missed, entity good-standing jeopardized.
Solution
Asset Sentinel monitors every compliance deadline and sends proactive alerts 45+ days before any penalty accrues.
Problem
No link between your entities and the assets they legally hold.
Solution
Entity-to-asset mapping: ownership changes propagate automatically to Asset Management - one source of truth.
CORE CAPABILITIES & OUTCOMES
Entity Suite - Core Capabilities
Entity Formation Guidance
Structured guidance for LLC and trust setup. Formation documents stored and AI-parsed for key terms and effective dates.
Entity Governance
Operating agreement versioning, meeting minutes log, signature authority registry, and annual compliance calendar.
Entity-to-Asset Mapping
Canonical link between entities and assets held. Ownership percentage, effective dates, and vesting history.
Entity Document Locker
Dedicated Locker per entity - formation docs, tax records, compliance correspondence. AI-parsed for key dates.
Detailed Capabilities
- Entity Profiles: LLC, Corporation, LP - formation details and EIN tracking.
- Trust Profiles: Revocable and Irrevocable trusts with establishment date and trust party records.
- Beneficial Ownership: Record owners with 25%+ stakes, control person status, and encrypted SSN last-4.
- Control Persons: Non-owner control persons with full KYC contact details.
- Authorized Signatory: Record who acts on behalf of the entity for this profile.
- Entity Vault: Every entity and trust gets a dedicated vault - access from the entity detail page.
- Secure Tax ID Storage: Tax IDs stored only as encrypted last-4 - raw values never stored or logged.
FUNCTIONAL OUTCOMES
What Entity Teams Gain
Compliance deadlines never forgotten - proactive alerts 45+ days prior
Stay ahead of annual filings, renewals, and compliance events before
penalties accrue.
Single source of truth for every operating agreement version
Track every amendment and keep the current governing record
instantly accessible.
Ownership changes propagate automatically to all connected Asset
records
Entity-to-asset relationships stay synchronized across the platform.
Audit-grade formation and governance record for every entity
Maintain an inspection-ready history of formation, governance, and
compliance artifacts.