The whole portfolio, in one number
When you hold dozens or hundreds of entities, a list is not enough. The portfolio view rolls every company, state, and deadline up into one console with a single good-standing number, so you see the health of the entire portfolio at a glance, then drill into any entity that needs you.
You cannot see the portfolio one entity at a time
A handful of companies fits in a spreadsheet. Fifty does not. Once a portfolio is large, the question is not what state a single LLC is in, it is whether the whole book is healthy, and a list of fifty rows cannot answer that. You end up opening each entity to be sure, or trusting that nothing slipped, which is how a lapse hides.
The portfolio view answers the real question. It rolls every entity into totals and a single good-standing number, so leadership sees the health of the whole portfolio in one look, and drills into the one entity that needs attention rather than checking all of them.
- Rows you scroll but cannot summarize
- No single measure of health
- Opening each entity to be sure
- A lapse hiding in the middle
- Leadership without a clear view
- Every entity rolled into totals
- One good-standing number
- Health of the book at a glance
- Anything at risk surfaced early
- Drill into the one that needs you
Set your portfolio, watch it roll up
However many entities you hold, the console summarizes them into totals and one good-standing number.
Whatever the size, it rolls into one console. See the working dashboard.
18 entities in one view, summed into a single good-standing number, so you see the whole portfolio at a glance and drill into anything flagged. Set up your portfolio.
The roll-up, and the way into the detail
A console for the whole book, with a path down to any single entity.
Good-standing number
One measure of portfolio health
States covered
Where the portfolio operates
Upcoming filings
What is due this quarter
Drill down
Into any single entity
Working dashboard
Filter and act on entities
Team roles
Leadership sees the roll-up
Bulk actions
File across many at once
White-label
Give clients their own view
From many entities to one clear view
Five steps, in the right order. Select one to see the detail.
Bring your entities in
Entities you form with File.Business appear automatically, and you can import existing ones for ongoing compliance. However the portfolio grew, it lands in one place.
New and existing, in one console.They roll up automatically
Every entity, its state, its deadlines, and its status are summed into portfolio totals, so the console reflects the whole book without you assembling anything.
Summed, not assembled by hand.See the one number
The good-standing figure tells you the health of the whole portfolio at a glance. When it is green, everything is filed; when something is at risk, the number and the flag show it early.
Health in a single figure.Drill into detail
From any tile, go into the underlying entities, down to a single company, its state, its filings, and its documents, in the working dashboard.
From the roll-up to one entity. Dashboard.Stay ahead of every deadline
File.Business files the annual reports and renewals across the portfolio, so the good-standing number stays high and you are managing exceptions, not chasing filings.
Filed for you, so it stays green. Calendar.The view above the list, not a bigger list
The portfolio view and the working dashboard do different jobs. Here is how they fit.
| Capability | Portfolio view | Working dashboard | A spreadsheet | Opening each entity |
|---|---|---|---|---|
| One good-standing number | Per entity | No | No | |
| Health at a glance | Some | No | No | |
| Filter and act on entities | Drill in | Manual | One by one | |
| Filings handled for you | No | No | ||
| Scales to a large portfolio | Breaks down | Impossible | ||
| Transparent, published pricing | Free but manual | Costly in time |
The short version. Use the portfolio view for the roll-up and the health of the whole book, and the working dashboard to filter and act on individual entities. They are two views of the same portfolio. Compare on the comparison hub.
An operator who knows the portfolio playbook
Ask in plain English. BosAI knows the roll-up, the good-standing number, and the drill-down.
I have sixty entities. I do not want a list. Is anything at risk right now?
Which entities have a filing due this quarter?
Can my analysts see this without editing anything?
I stopped opening every entity to feel safe
We had grown to over seventy entities across an SPV per deal, and my compliance check was scrolling a spreadsheet and hoping. The portfolio view gave me one number for the whole book, and when I see it green I know everything is filed. The one time something needed attention, it was flagged and I drilled straight to it. I went from checking every entity to trusting one figure.
Representative composite based on owner outcomes. Nothing here is legal or tax advice; consult your professionals for your situation.
The roll-up, the dashboard, and the calendar
Practical resources for managing a portfolio of entities. All free to read.
Straight answers on the roll-up, drill-down, and access
How is this different from the multi-entity dashboard?
What does the good-standing number mean?
Who is the portfolio view for?
Can I drill into a single entity?
How do entities get into the view?
Can my team see it, with the right access?
Does it work under white-label?
How do I get started?
See the health of the book at a glance
Roll every entity into one console with a single good-standing number, and drill into the one that needs you. Talk with our team to set up a portfolio of any size.