For Multi-Business Operators

Two or more businesses. One brain trying to keep track.

Roofing OpCo. Salon OpCo. Real estate AssetCo. A management LLC charging fees up to the holdco. You can keep it all in your head right now - but the day a lender or investor wants a clean org chart, you're spending three nights with a whiteboard.

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The Reality

Sound familiar?

If you've ever stared at three QuickBooks files at 11pm trying to remember which one is the management LLC, this is you.

01
“I run three businesses under a holdco. Honestly? I couldn't tell you which one of them is current on its annual report right now.”
Compliance falls through the cracks first when you're juggling P&Ls. The state doesn't care that you're busy - it dissolves the entity that didn't file.
02
“The management LLC takes a fee from each OpCo every month. There's no agreement on file. We just… do it.”
Undocumented intercompany transfers are exactly what auditors and judges latch onto - the IRS calls them disguised distributions, and a plaintiff calls them evidence the entities aren't real.
03
“A lender asked for an org chart. I had to draw it on a napkin and then redo it three times after my CPA pointed out what was missing.”
That's a sophistication signal you can't fake - and you only get one shot at it during a financing or due diligence conversation.
04
“I have separate Google Drives for each business. Half my docs aren't in any of them - they're in my email.”
When you scale a second or third business, knowledge sprawl becomes a tax on every decision. Your team spends hours finding what should take seconds.
The Fix

Each pain, mapped to a specific capability

Compliance scattered across businessesDifferent entities, different states, no unified view.
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One dashboard across all OpCosEvery entity's compliance status, deadlines, and gaps in one filterable view. Pull-up by business or full-stack roll-up.
Intercompany transfers without paperManagement fees, intercompany loans, capital contributions floating around undocumented.
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Auto-generated agreement templatesManagement services agreement, expense reimbursement agreement, intercompany loan note - pre-filled from your entity data and ready to sign.
No clean org chart on demandYou draw it on napkins when a lender or investor asks.
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Investor-ready entity org chartOne-click export of your full structure with ownership percentages, entity types, and jurisdictions. PDF, PNG, or live link - in two minutes, not three nights.
Compliance autopilot doesn't existYou're the autopilot - and you're tired.
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Auto-generated compliance tasksFilings, renewals, and governance work generated when you create the entity. Alerts hit before anything slips.
Built for the Operator

What you actually get

Full-stack dashboard

Holdco, OpCos, AssetCos, management entity - one view across the whole portfolio. Roll up by business or zoom into a single entity.

Intercompany agreement generation

Management services, expense reimbursement, intercompany loans, transfer pricing references - templates pre-filled and ready to execute.

Investor-ready org chart

Drag-and-drop entity map with ownership percentages, jurisdictions, and entity types. Export to PDF, PNG, or share a live link with a banker.

Compliance autopilot

Filings, franchise taxes, renewals, and meeting cycles generated for each entity from day one. Alerts hit before anything goes late.

Money flow tracker

Log every intercompany payment with FMV justification and a link to the executed agreement. Audit-ready paper trail without the spreadsheet.

Setup wizard for new entities

Stand up a new OpCo or AssetCo end-to-end. State recommendation, name search, OA template, EIN checklist, compliance tasks - in an afternoon.

Pricing

For most operators, Portfolio is the fit

Holdco, two or three OpCos, an AssetCo, a management LLC. That's still under 15 entities. Portfolio handles it.

Recommended
Portfolio
For operators managing a growing portfolio of entities across multiple states.
$149 /month
or $119/mo billed annually · save 20%
Up to 15 entities included · +$7/mo per additional
Compliance calendar across all 50 states
Unlimited meeting minutes & resolutions
Intercompany agreement generation
Money flow mapping & FMV calculations
Investor-ready entity org chart export
25 GB document vault · 5 user seats
Start Free Beta - First Entity Free
No credit card required. Beta access is free during launch.
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FAQ

Real questions from real operators

I run businesses in different industries. Does Strata G care about that?

It doesn't care - that's the point. Whether you have a roofing OpCo, a salon OpCo, and a real estate AssetCo, the entity layer is the same: legal form, jurisdiction, ownership, compliance. Strata G runs the structure. Your QuickBooks runs the books.

Can I generate the management agreement between my management LLC and the OpCos?

Yes - that's one of the most-used templates. Pick the management LLC, pick the OpCo, define the fee structure, and you get an executable agreement with FMV references. No more “we just do it” paper trails.

What if my businesses are in different states?

Strata G's compliance engine handles all 50 states. Wyoming holdco, Utah OpCo, Texas AssetCo, Idaho management LLC - they all get the right filings on the right calendar without you researching state-specific rules.

I'm thinking about adding a fourth business. Can I plan it inside Strata G?

Yes. The setup wizard walks you through entity formation end-to-end - state recommendation based on your structure, suggested role (OpCo vs AssetCo vs another holdco), operating agreement, EIN application, and the compliance calendar generated automatically.

My CPA wants to see what's in the platform. Can I give him access?

Yes. Portfolio includes 5 user seats. Add your CPA, give them read access to the entities they touch, and they can pull what they need without you forwarding emails.

Run every OpCo from one cockpit.

Start free with one entity. Add the rest as you go. The day a lender asks for an org chart, you'll be glad you did.

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