Built for business capital
Record legal entity details, authorized representatives, and ownership — then manage portfolios under the organization with role-based permissions.
Legal entity records
Legal name, entity type, formation jurisdiction, and authorized representatives.
Members & roles
Invite members, assign Organization Owner, Portfolio Manager, or Viewer roles.
Ownership records
Track ownership percentages and capital contributions per member.
Org-owned portfolios
Create multiple portfolios under an organization and switch between authorized orgs.
Audit & documents
Audit events for membership changes and private document access with signed links.
Isolation you can trust
Row-level security and server-side authorization prevent cross-organization access at the database and API layers — not just in the UI. Modifying a URL or record identifier never grants access to another organization's data.
- Row-level security on every organization-scoped table
- Server-side authorization on every privileged action
- Members belong to more than one organization
- Role changes are recorded in an audit trail
Ellis Capital Holdings LLC
Delaware, USA · LLC
Members
2
Portfolios
3
Total value
$496,000
Return
+18.6%
Illustrative DEMO data