Entity paperwork under control, even at forty LLCs.
Where the hours go
The admin that tends to eat the week in investment & holding companies.
Deal documents, operating agreements, and amendments spread across entities and years
K-1s, capital calls, and distributions handled with spreadsheets and memory
Investor updates assembled by hand from scattered numbers
“Which version of the operating agreement is current for this entity?”
What we build
Entity document vault
Every document read, tagged by entity, type, and date, and filed under one structure. Current-version tracking keeps the latest signed version one search away.
Deal document processing
Key terms, dates, and parties extracted from deal documents into your tracking sheets, with a log of what was pulled from where.
Investor update drafting
Quarterly updates drafted from your own numbers and documents and handed to you for review, so each quarter starts from a draft.
12 hrs/week
worth about $28,000 a year
Example: a family office managing 35 entities, where document wrangling and update drafting take 12 hours a week.
Illustrative, not a promise. The Time & Money Map estimates your numbers before anything is built, and the monthly report shows what actually happened.
Find your numbers
A free 30-minute call. We'll tell you honestly whether there's enough waste to be worth fixing.