Stop managing your holding company across five spreadsheets, a Google Drive folder, and whatever email thread you can find. VestrixOS is the operating system built for investment holding companies — portfolio tracking, compliance deadlines, document vaults, and cash flow in one place.
Trusted by operators across 50+ holding structures
The December 2026 BOI deadline was three weeks away and I was still chasing the right IDs. VestrixOS walked me through the FinCEN BOIR packet end to end — beneficial owners, IDs, formation data — and we filed without a single back-and-forth with counsel.
We have six entities under one holding company and used to rebuild a cash flow spreadsheet every quarter for the bank. Now I see distributions, capital calls, and reserve balances across all six in one view — and compliance deadlines surface before they become fires.
The entity inventory alone was worth the switch. Ownership percentages, jurisdictions, EINs — all in one place. The first time I ran an annual review it took an afternoon instead of a week.
A holding company is only as strong as its visibility into what it holds. The moment your assets live in more than two places, you've already lost the thread.
VestrixOS was built for operators who need to see everything — subsidiaries, cash flows, filings, documents — without context-switching between seven tools.
Every subsidiary, LLC, and asset class in one view. Ownership percentages, entity types, jurisdiction, and key dates — no more digging through state filings.
Annual reports, registered agent renewals, tax deadlines. Polsia tracks every filing window and nudges you before anything is due — not after.
Operating agreements, mortgages, equity certificates, state filings. Auto-organized by entity and searchable by keyword. Your documents, finally findable.
Dividends, distributions, rental income, interest. Map every dollar flowing through your holding structure and see what each entity is contributing.
Track asset values over time. See which holdings are appreciating, which are draining cash, and where the portfolio weight sits across entity types.
Polsia runs daily — updating records, drafting filings, surfacing anomalies, summarizing portfolio health. Your holding company runs itself between check-ins.
Most portfolio tools assume you're managing publicly traded securities. VestrixOS assumes you're running a private holding structure — multiple entities, layered ownership, minimal public disclosure.
VestrixOS maps your entire structure — from the parent entity down to individual assets — and keeps every layer current.
Not a spreadsheet. Not a folder called "Holdco Docs v3 FINAL." An always-on, AI-powered command center that knows what you own, what's due, and what needs your attention.