Aegis centralizes your multi-LLC portfolio, compliance obligations, real estate, assets, and financials into a single elegant command center — built for the solo operator.
Why Aegis
Built specifically for the solo operator managing multiple LLCs, properties, and assets.
Never miss an annual report or tax deadline. Aegis auto-calculates 60/30/7-day alerts for every entity based on jurisdiction, with direct links to all 50 US state filing portals and 13 international jurisdictions.
Manually sync each LLC's financials — bank balance, YTD revenue, and net income — for a consolidated portfolio view across your entire holding company.
Sync real-time MRR, ARR, valuation, and health scores directly into each entity card via the Folio integration — turning Aegis into a live financial command center.
Track every property with purchase details, loan terms, insurance policies, and tenant leases. Get automated renewal alerts before anything lapses.
Catalog digital assets, IP (trademarks, patents), and physical assets across your portfolio. Each asset is assigned to the entity that owns it.
Invite your CPA, attorney, or advisors with role-based access. Admins can edit; viewers and advisors get read-only access to what they need.
Store Articles of Organization, EIN letters, Operating Agreements, property titles, and insurance policies — all encrypted, all accessible in seconds.
All modules included
Every tool you need to run a professional holding company — no integrations, no duct tape.
Entity Management
Full LLC profiles with state, EIN, registered agent, and formation docs
Compliance Calendar
Automated deadline tracking with 60/30/7-day alerts and state portal links
Financial Sync
Manual financial entry per entity — bank balance, YTD revenue, and net income for consolidated reporting
Folio Live Data
Real-time MRR, ARR, valuation, and health score sync via native Folio API and webhook integration
Asset Registry
Digital, IP, and physical assets catalogued and entity-assigned
Real Estate Module
Properties, loans, insurance, leases, and tenant management
Document Vault
S3-backed secure storage for all legal and financial documents
Deal Pipeline
Track acquisitions from prospecting through close with Kanban board
Team & Advisors
Role-based access for admin, viewer, and advisor collaborators
Software Registry
Track every SaaS subscription and internal tool with cost and renewal dates
CSV Bulk Import
Import entities, assets, properties, and compliance events from CSV files
Pricing
No per-entity fees. No hidden costs. Cancel anytime.
For funds, family offices, and multi-operator portfolios
For operators managing 1-3 entities
For operators scaling to 10+ entities
For full holding company operations
Early Access
Aegis is in active development and accepting early access users. Get in now, shape the product, and lock in founding member pricing.
Full Growth-tier access. No credit card required. Cancel anytime.
Early users lock in current pricing permanently — rates will increase as the platform matures.
Early users get direct access to the founder and influence over the product roadmap.
Join operators who have replaced scattered spreadsheets with a single, elegant command center.
No credit card required. Cancel anytime.