For Businesses & LLCs

Entity capital, securely managed

Run your LLC's investments with the same rigor as an institution — members, roles, ownership records, and portfolios, all isolated from your personal accounts.

Organizations

Multi-tenant by design

Organizations represent LLCs, corporations, partnerships, or investment groups. Membership and ownership are enforced server-side, not just in the UI.

Legal entity records

Entity type, jurisdiction, formation date, and authorized representatives.

Members & invitations

Invite members with secure, expiring tokens and assign organization roles.

Ownership & contributions

Track ownership percentages and capital contributions per member.

Data isolation

Row-level security prevents any cross-organization access at the database layer.

Audit trail

Privileged changes and document access are recorded in tamper-evident audit events.

Roles that fit your entity

Assign Organization Owner, Portfolio Manager, or Viewer roles. Least-privilege is the default — members only see what their role permits, and role changes require authorization and are audited.

Organization Owner can manage members and portfolios
Portfolio Manager can record transactions and valuations
Viewer can see authorized portfolios without editing
No self-promotion to admin or owner

Ellis Capital Holdings LLC

Delaware · 3 portfolios · 2 members

Active

Jordan EllisOwner · 60%

Casey EllisPortfolio Manager · 40%

Illustrative DEMO data

Run your entity's capital the right way

Create an organization, invite your partners, and manage portfolios with enforced permissions.