Holdco in Wyoming. Rentals in three states. A land trust you set up at a seminar three years ago. Strata G keeps the whole structure running so you can spend your weekends acquiring, not chasing annual reports.
If any of these hit too close, you're the reason we built this.
Not abstractions. Not buzzwords. Real features built for the way your stack actually runs.
Six modules, one platform. No per-entity surprises.
Annual reports, franchise taxes, registered agent renewals, and state-specific filings auto-generated from your entity structure. One calendar, every state.
Drag-and-drop org chart with property-to-LLC ownership, management arrows, and ownership percentages. Investor-ready exports in two clicks.
Operating agreements, EINs, formation docs, and bank logins stored with AES-256-GCM encryption. Filed by entity, searchable in seconds.
Log every intercompany payment with an FMV justification and a reference to the executed agreement. Court- and IRS-friendly out of the box.
Single-member, multi-member, manager-managed templates - pre-filled from entity data and ready to download as PDF. Stop paying $800 for boilerplate.
Stand up a new property LLC end-to-end - state recommendation, name search, operating agreement, EIN application checklist, and compliance tasks generated from day one.
15 entities included. Most multi-property investors live here for years before outgrowing it.
Yes. The compliance engine knows the filing requirements, due dates, and fee structures for all 50 states - including the ones investors actually use (Wyoming, Delaware, Texas, Nevada, New Mexico, Utah, Idaho). Add an entity, pick the state, and the calendar fills in automatically.
Yes. The entity map supports ownership edges (parent-subsidiary), management arrows, and asset references. You can attach property addresses, parcel numbers, and even insurance policies to the asset-holding entity, then trace ownership up through the holdco to the trust.
Sensitive fields (EINs, registered agent portal credentials, bank account references) are encrypted at the field level using AES-256-GCM. The encryption key is separate from the database. Only an authenticated session can decrypt - even a database breach gets you ciphertext, not plaintext.
Both. Upload existing OAs to the document vault, or generate new ones from templates that pre-fill from your entity data. Single-member, multi-member, and manager-managed variants are included on every plan.
You pay $7/mo per entity over 15 - no plan upgrade required. Most investors stay on Portfolio for a long time before the math points them to Enterprise.
Start free with your first entity. Add the rest when you're ready. No credit card, no per-entity surprises during the beta.