Know the entity
Connect the request to the right company, source documents, responsible owner and recurring review obligations.
Explore the sample portfolioEntity governance & operations
Every corporate
change needs
a clear record.
Corporate records, recurring obligations and approval evidence for teams managing multiple legal entities. Start with one officer-change workflow across your portfolio.
For finance, legal and corporate-services teams.
Holding companies. Investment portfolios. Entity administrators.
SAMPLE PORTFOLIO / NC-042
Officer appointmentOne entity. A current source.
A reviewer who owns the decision.
One connected corporate workflow.
Entity records Corporate changes Review decisions Completion evidence
A portfolio needs more than a folder
Keep the change
with the company.
When an officer changes, the work crosses records, people and providers. AutoComp pilots bring the request, source, reviewer and completion evidence together.
Make the decision traceable
Prepare a review packet, identify the authorized customer reviewer and keep their decision tied to the exact version.
Try the officer-change workflowClose with evidence
Keep missing records and exceptions visible. A prepared packet or an approval alone does not prove the action is complete.
See pilot deliverablesAn officer change, from request to record
Follow the work.
Inspect the evidence.
Choose a fictional entity. Prepare its packet, review the decision and test what happens when completion evidence does not match.
OFFICER CHANGE / NC-042
Northline Holdings LLC
Proposed appointment: Morgan Lee, treasurer.
Start with the proposed change
One request, tied to one entity.
A portfolio operator wants to record a proposed officer appointment. This is an internal record-review exercise; actual requirements depend on the entity and its governing documents.
- Entity
- Northline Holdings LLC
- Proposed officer
- Morgan Lee · Treasurer
- Workflow owner
- Customer portfolio operations
- Current case revision
- v1 · illustrative
Fictional companies, people and records. This browser illustration is separate from the private operations engine. It has no registry connection, authentication, customer documents or filing capability.
Designed around accountable handoffs
The right record.
The right reviewer.
A usable history.
Your counsel, registered agent and finance team each have a role. The pilot focuses on the work between them: what is ready, what is held and what would count as completion.
- Source records with context
- Know which entity and version the work relies on. Stale or conflicting inputs stay visible.
- Decisions with an owner
- Keep consequential decisions with the officer or professional authorized by the customer.
- A closing record your team can use
- Receive the queue, decision history, exceptions and agreed evidence outputs for the scoped workflow.
Built around multi-entity work
One portfolio.
Several people to keep aligned.
Start where corporate changes repeat and responsibility crosses teams.
Holding companies & investment groups
For controllers, CFOs, corporate secretaries and portfolio operations teams coordinating subsidiaries and investment entities.
Corporate-services & legal-operations firms
For firms administering client portfolios and recurring record updates, alongside their existing professional responsibilities.
Real-estate holding groups
For finance and asset teams keeping property-owning entities, approvals and supporting records organized.
Start with a defined portfolio
A practical pilot.
A scope you can review.
Begin with an assessment or an initial 30-day entity operations pilot. The offer names the entity limit, action type, reviewer and outputs.
Understand the handoff
Portfolio workflow assessment
$1,500one-time scoped assessment
Examine how one corporate change moves through your portfolio, from the source record to the final handoff.
- One corporate-action workflow, up to five entities
- An entity, source and reviewer inventory
- An ownership map, gap list and proposed pilot scope
Assessment and planning. Customer documents require an agreed secure intake. Filings and legal advice are excluded.
Plan a portfolio assessmentPut one workflow to work
Entity operations pilot
From$1,250per month, starting price
An initial 30-day managed workflow pilot for a defined entity portfolio, with an accountable customer reviewer.
- Up to 10 entities and three officer-change cases
- One customer reviewer and one corporate-action type
- Request queue, exceptions, decision records and closing report
Setup, source costs and any continuation are quoted separately. A written scope confirms availability and timing.
Scope an entity operations pilotIndicative pilot pricing in USD. Scope, availability, timing and any applicable taxes are confirmed in a written proposal. Third-party fees are separate and disclosed. No purchase or subscription starts on this website.
Already have an entity platform or registered agent?See how the pilot fits
The first entity operations pilot
Know what is in.
Know what is done.
One officer-appointment and corporate-record-update workflow, with one authorized customer reviewer.
10 entities maximum3 officer-change cases30 initial pilot days
What your team receives
- Entity and source-record inventory
- A working request and approval queue
- An exception register with named owners
- A closing report and available completion evidence
How delivery is reviewed
- Every scoped case has an entity, owner and current source—or a documented hold.
- Review decisions identify the exact packet version and the authorized customer reviewer.
- A completed case has matched completion evidence; missing evidence stays open.
- The customer receives the queue, exception list and closing report for review.
The agreed start date follows kickoff and receipt of required inputs. Exceptions remain open until resolved. Actual appointments, signatures, filings, payments and legal advice are outside this pilot. Customer documents require a separately agreed secure intake.
Read the scope and commercial boundariesBefore we begin
A few useful
answers.
Who is AutoComp for?
Finance, legal and corporate-services teams managing multiple legal entities. The first pilot focuses on officer appointments and corporate-record updates across a defined portfolio.
Does AutoComp replace our existing providers?
The pilot coordinates records, decisions and evidence alongside your counsel, registered agent and finance team. Legal judgments, real signatures, filings and payments stay with authorized people and providers.
Is this a deployed entity-management platform?
The private foundation runs offline, synthetic workflows. This website demonstrates the intended workflow. Current engagements are scoped assessments and managed pilots; production accounts, secure document storage and live integrations require separate implementation and acceptance.
What counts as a successful pilot?
The scoped cases have identifiable entities, owners, source records and review outcomes. Completed cases have matched evidence; unresolved items remain documented exceptions. You receive the agreed queue, records and closing report for customer review.
What makes the engagement valuable beyond software?
It maps your actual portfolio, reviewers, sources and handoffs into a repeatable routine. The written scope sets the reviewed outputs, maintenance and support. Customer-specific work and reliable delivery are the value of the engagement.
Make the next corporate change easier to follow
Bring your portfolio.
Start with one workflow.
Describe your entity count, current process and review handoff. Keep confidential records out of the public enquiry.
Plan a portfolio pilot