Aegis
The Command Center for Holding Company Operators

Run your entire holding company from one place

Aegis centralizes your multi-LLC portfolio, compliance obligations, real estate, assets, and financials into a single elegant command center — built for the solo operator.

13 JurisdictionsAutomated compliance rules
50 StatesFiling portals linked
10 ModulesIncluded in every plan

Why Aegis

Everything a holding company needs

Built specifically for the solo operator managing multiple LLCs, properties, and assets.

Compliance on autopilot

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.

Consolidated financials

Manually sync each LLC's QuickBooks financials — bank balance, YTD revenue, and net income — for a consolidated portfolio view. Enter your QuickBooks Realm ID to connect.

Real estate command

Track every property with purchase details, loan terms, insurance policies, and tenant leases. Get automated renewal alerts before anything lapses.

Asset registry

Catalog digital assets, IP (trademarks, patents), and physical assets across your portfolio. Each asset is assigned to the entity that owns it.

Team & advisor access

Invite your CPA, attorney, or advisors with role-based access. Admins can edit; viewers and advisors get read-only access to what they need.

Secure document vault

Store Articles of Organization, EIN letters, Operating Agreements, property titles, and insurance policies — all encrypted, all accessible in seconds.

All modules included

One platform. Ten modules.

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

QuickBooks Sync

Manual financial sync per entity - balance, revenue, net income

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

Simple, transparent pricing

No per-entity fees. No hidden costs. Cancel anytime.

Starter

For operators managing 1-3 entities

$49/mo
  • Up to 3 LLCs / entities
  • Compliance deadline tracking
  • Asset registry (up to 25 assets)
  • Real estate module (up to 2 properties)
  • Document vault (5 GB)
  • Email notifications
Most popular

Growth

For operators scaling to 10+ entities

$149/mo
  • Up to 10 LLCs / entities
  • Everything in Starter
  • Unlimited assets
  • Up to 10 properties
  • QuickBooks financial sync
  • Team management (up to 5 members)
  • Audit log viewer
  • Document vault (25 GB)

Pro

For full holding company operations

$349/mo
  • Unlimited entities
  • Everything in Growth
  • International entity support (13 jurisdictions)
  • Unlimited team members
  • Unlimited properties
  • Consolidated P&L reporting
  • Net worth trend tracking
  • Document vault (100 GB)
  • Priority support

Early Access

Be among the first operators

Aegis is in active development and accepting early access users. Get in now, shape the product, and lock in founding member pricing.

14-day free trial

Full Growth-tier access. No credit card required. Cancel anytime.

Founding member pricing

Early users lock in current pricing permanently — rates will increase as the platform matures.

Direct product input

Early users get direct access to the founder and influence over the product roadmap.

Take command of your portfolio

Join operators who have replaced scattered spreadsheets with a single, elegant command center.

No credit card required. Cancel anytime.