See what is moving.
Follow goals through projects and tasks. Spot the work waiting for a reply, evidence or approval.
Connect plans to deliverySOVHELM / For people running more than one business
Run your businesses from one place.
Know what's moving, who's responsible and where you're needed. Connect your teams' everyday work and growth plans, without making every decision yours.
Sample demo. No signup required. Take the five-minute tour.
About the sample data and progress measures
Current app interface with fictional sample records. Demo profile, persona and tour controls are omitted from screenshots for clarity; working controls and records are unchanged. Measures reflect accessible work; missing history stays unmeasured. Task completion alone does not establish revenue or business success.
Explore Leadership in the demoKeep responsibility clear.
Different partners and managers can lead different businesses. Make the next step someone's responsibility.
Set who does and who decidesKnow where you're needed.
Review the delay and its context. Give support or a decision while the team keeps responsibility for the work.
See the work behind the updateGrowth and routine, together
Turn new plans into work people can deliver.
You already have people doing the work. SOVHELM gives owners, partners and operators a shared place to see progress, hand over responsibility and resolve what is waiting.
Move the business forward without losing the everyday work.
Launch a service or enter a new market. Set goals and measurable results, then connect the projects, tasks and people delivering them. Keep stock checks, customer follow-ups and renewals on their own schedules.
Review the result as well as the activity. A finished task is not the same as an achieved goal.
Follow a goal through the demoBuilt forOwnersPartnersBusiness operatorsShared teams
Illustrative examples / Everyday business work
Different businesses. The same need.
Clear responsibility, timely work and progress you can see.
Product and trading businesses
Supplier orders, quality checks, stock reviews and launches.
Service businesses and agencies
Client onboarding, project delivery, approvals and customer follow-up.
Contractor and field-service businesses
Job preparation, assigned work, completion evidence and handovers.
Operating businesses can sit alongside investment companies or property, with shared or separate teams.
The handovers matter as much as the checklist. These are responsibilities, not departments: one person may hold several roles.
See the four handovers and who is responsible
- 01 / Supplier order
Confirm what is being made.
Record the agreed order and production date. Give the supplier follow-up a person and a deadline.
- Responsible
- Person buying
- Evidence
- Supplier confirmation
- 02 / Quality check
Check the batch before release.
When the factory reports completion, the responsible person records the inspection and requests the designated approval.
- Responsible
- Person checking quality
- Evidence
- Inspection report and sign-off
- 03 / Shipment preparation
Prepare the handover to shipping.
Record whether sign-off is still needed. Once approved, the assigned person prepares the packing list and booking.
- Responsible
- Person arranging shipment
- Evidence
- Packing list and booking confirmation
- 04 / Marketing launch
Match the campaign to availability.
Check the latest stock and delivery information with operations before agreeing the launch date and campaign tasks.
- Responsible
- Person running marketing
- Evidence
- Availability update and launch plan
Your team updates each task's status and records evidence in SOVHELM. People carry out ordering, inspections, shipping and campaign execution with your teams and specialist systems. This example does not imply live inventory feeds or automatic factory updates.
Illustrative example / A service businessAn operator agrees the client brief, a colleague owns delivery, and a designated partner reviews the work before the client handover. Assign customer follow-up, too.
Keep the commercial goal in view.Link the launch project and tasks to a goal and measurable results, called OKRs. Example target: five repeat bookings within three months for a new service. A target to work towards, not a claimed result. Review actual results as well as completed work.
Routine responsibilities can run on their own schedules; not every task needs to become a growth goal. See how to set up commercial work.
Follow-through, across the team
See what needs your attention.
A late update is a reason to look closer, not chase everyone. See the responsible person, deadline and blocker, then decide whether the work needs support, an approval or a change of plan.
A plan you can work from.
Choose work for My Plan, set your order and open the underlying record. Filters and grouping help you focus without turning every item in the workspace into today's priority.
Review progress, not just activity.
Leadership shows work arriving, work completed and queues waiting for action. Strategy Review keeps objectives and supporting work in view. Measures depend on recorded history; they are not a score of someone's effort or business success.
Move the next decision forward.
See the project owner and execution lead, then open tasks that need evidence, approval or help. Review the cause and agree the next step, rather than treating every delay as a person's failure.
Away from your desk
Keep work moving, wherever you are.
Review today's priorities, update tasks and respond to decisions from your phone. Use the same SOVHELM account and workspace at your desk or on the move.
Choose your next work.
Keep the work you have chosen together. Open its details or park it for later without changing the original task.
Explore My Plan
Keep the context with the task.
Check who is involved, what is due and what is holding work up before updating it or asking for a decision.
Explore Tasks
Separate seen from handled.
Open the record behind an alert. Reading or archiving a notification does not complete the work it refers to.
Explore AlertsInstalled web app (PWA), captured in the iPhone simulator with fictional demo data. Demo profile, persona and tour controls are omitted for clarity. These are not native-app store screenshots; device appearance may vary. External notifications depend on device support, enabled channels and your preferences.
Notes, procedures and handovers
Delegate the know-how, not just the task.
Give someone the brief, checklist and reasoning they need to do the job well. Connect that guidance to the work, so the next person does not have to piece it together from old messages.
Capture the thinking.
New personal notes start private. Organise briefs, ideas and procedures in notebooks and sections before choosing their audience.
Hand over the context.
Share with selected people or a work area. Link guidance to the task; its responsible person, deadline and approval stay on the task. A note checklist is not automatic task completion.
Keep guidance current.
Publication, review dates and history show what readers can rely on. Linking does not share a note. Publishing keeps its existing audience and does not make it public.
Illustrative uses across businesses
Products: a supplier inspection checklist. Services: a client brief and delivery handover. Property: instructions for the person preparing the next visit.
Obligations, alongside operations
Keep the business responsibilities covered, too.
Is it still worth keeping?Record the renewal date and cancellation notice deadline. Schedule an earlier review for the operations lead to check who uses it, what it costs and whether a different plan would fit.
Give the decision time to become action.The designated finance lead decides: keep, change or cancel. An assigned person acts with the provider before the notice deadline and saves confirmation. SOVHELM tracks the work; it does not cancel subscriptions or change payments.
Across entities and locations
Different places. Different responsibilities. One coordinated plan.
Bring filing deadlines, renewals and your own business requirements together. Give each responsibility the right people, preparation time and approval. US and UK examples are starting points; configure other obligations with your advisers.
Illustrative examples / Requirements vary by entity
Prepare for a state filing.
A manager gathers records; an accountant or CPA reviews the applicable tax work. Track each confirmed obligation separately.
Get accounts ready for review.
Finance prepares records for the accountant. Add Companies House, VAT or payroll work where it applies.
Plan the work specific to you.
A licence renewal, lender report, partner review or inspection can have its own schedule, evidence and approval.
Different obligations, one timeline. This UK demo brings filing dates, governance reviews, property handoffs and a contractor notice date together.
Open full-size screenshot- 01
Preparation opens
Generate the dated task and gather the required documents.
- 02
Internal target
Review the evidence and resolve gaps before the final date.
- 03
Final deadline
Review overdue and escalation signals, then follow up with the responsible person.
- 04
Completion evidence
Record the outcome and attach the receipt or confirmation.
LLC, Ltd or another legal entity: configure the obligations your business and advisers have confirmed. Requirements may come from authorities, contracts or internal policies. This is not a complete legal rulebook for every jurisdiction, and SOVHELM does not file returns. Explore entity and custom obligations.
Working across time zones
One deadline. Clear to the people involved.
How deadlines and alerts work across time zones
- The deadline's time
- Keep the operating time zone with an exact task deadline. A date-only obligation remains a calendar date.
- The person's time
- A local-time view can show that same timed deadline for someone working elsewhere.
- When alerts are sent
- Where delivery is enabled, preferences govern working hours and quiet hours. Urgent exceptions depend on settings.
Quiet hours do not move the deadline. Delivery depends on channel setup, consent and device availability. See how time zones work.
Built for sensitive work
Get help without handing over everything.
Give a human assistant or trusted colleague specific work to follow up. Set access around their role and the businesses they support.
Assistant support follows the access granted.
Delegated actions record who acted and who they acted for. Private notes do not become visible simply because someone helps with related work.
Keep your accountant, specialist systems and professional judgement. SOVHELM organises the responsibilities around them. Decisions stay with the people authorised to make them.
Illustrative access configuration
Who needs to see this supplier quote?
Select a role to compare this illustrative setup. Actual access depends on your workspace configuration.
Access check
VK-2042 / Verde Kitchen supplier quote
Record scope
Verde Kitchen Ltd / Operations / supplier quote evidence
Action requested
Open file, comment, approve payment terms, appear in search
Founder view: visible, actionable, approvable and searchable.
Can see recordYes
Can comment or actYes
Can approveYes
Can open filesYes
Appears in searchYes
Audit visibilityFull
Compare all roles in this example
PersonSeeActApproveSearch
FounderYesYesYesYes
Operations leadYesYesNoYes
Finance partnerYesCommentYesYes
Assistant acting for founderLimitedDelegatedNoLimited
InvestorNoNoNoNo result
Other venture teamNoNoNoNo result
Denied surfaces
Search result, file preview, comment thread, notification, audit detail
Audit result
Real actor and on-behalf-of person remain visible where delegated action is used.
Your information, protected
Keep business information with the right people.
Explore the sample demo before adding your own records. In a live workspace, role and business permissions apply to records, files, comments and search.
Review security and data handlingThe public demo is for product inspection. Real operating records belong in authenticated workspaces.
Set company, role and private-record permissions around the people involved in the work.
Delegated assistant actions preserve both the real actor and the on-behalf-of person.
Live records, comments and supporting files are saved in the workspace, not just in one person's browser.
A manageable first step
Start with one business. One real workflow.
Keep your accountant or CPA, advisers and specialist systems. Begin with the coordination around them, not a wholesale migration.
- Choose one business and one priority.
A supplier order, a customer delivery project or a weekly stock review is enough to begin.
- Give it an owner and a realistic date.
Set the schedule, invite the people involved and agree what completion looks like.
- Review what happened. Then expand.
Keep updates in the workspace, adjust the routine and bring in the next business when you are ready.
Pricing
Choose a plan for your businesses.
Two businesses or a larger group: choose for the companies or ventures you need to represent.
Your 30-day trial is for real work. Set up your own businesses, add tasks and invite your team to a private workspace. No sales call required.
Just looking around?
Open the public demo to explore sample data. The demo is separate from your trial and needs no signup or payment details.
Buying rule
Founder covers one company or venture, Growth up to three and Portfolio up to ten. Choose the plan that fits your setup.
Pricing
Monthly workspace plans
Core included
Team members, role-scoped records, search, comments, files, notifications, audit history and demo/live workspace separation.
Getting started
Your trial gives you a private workspace for your own businesses and work, not the sample demo. Follow the activation email to set your password or sign in.
Display currency
One currency applies to every plan below.
Plan 01
Founder
1 company or venture Per month- Subscription before tax
- $199
- Total including 20% UK VAT
- £178.80
For one business bringing its tasks, deadlines, approvals and supporting files together.
- 1 company or venture
- Founder queue, private records and files
- Approval, comments, search and audit trail
Plan 02
Growth
Up to 3 companies or ventures Per month- Subscription before tax
- $399
- Total including 20% UK VAT
- £358.80
For a few businesses sharing people and regular work, with clear responsibility and separate access.
- Up to 3 companies or ventures
- Function, venture and legal-entity scope
- Scheduled work and cross-company approvals
Plan 03
Portfolio
Up to 10 companies or ventures Per month- Subscription before tax
- $799
- Total including 20% UK VAT
- £718.80
For a larger group coordinating several teams, advisers and delegated follow-up across businesses.
- Up to 10 companies or ventures
- Portfolio operating map and assistant delegation
- External viewer and investor boundaries
Need a larger team, substantial file storage or a custom agreement? Contact sales before ordering. Subscription terms apply.
UK VAT: VAT-exclusive business figures are for buyers who pay no VAT or can recover it. Totals include 20% UK VAT where applicable. Your applicable tax and total are confirmed before purchase using your billing details and any valid tax ID.
Trial and billingPayment details are required at checkout. Your selected plan renews monthly after 30 days unless you cancel before the trial ends. The demo and private walkthrough do not create a subscription.
Manage your subscriptionLemon Squeezy, SOVHELM's merchant of record, handles billing and receipts. Manage payment details or cancel through the customer portal link in your receipt. Cancellation stops renewal; access continues to the end of your trial or paid period.
Start with something useful
Choose one project or recurring responsibility, agree who will update it, and review the result before adding more.
Getting started
Make it work for the way you run your businesses.
Bring a supplier handover, customer project or marketing plan that is hard to keep track of. In a private walkthrough, map the people, dates and decisions, then see how it connects to your business goals.
Can we keep procedures and handovers alongside the work?
Yes. Use Notes for working ideas, procedures, briefs and handovers, organised in notebooks and sections. New personal notes start private. Share deliberately with selected people or an appropriate work area; linking a note to a task does not share it. Publication, review dates and history help readers identify current guidance. Publishing keeps its existing audience, and a review date alone does not withdraw guidance.
Who is SOVHELM built for?
Owners, partners, business operators and shared teams coordinating work across businesses, whether that means two small businesses or a larger family business or holding company group. You can organise responsibilities around operating businesses, investment companies and property, with the right company context, people, deadlines and access.
Can different people run different businesses?
Yes. Partners and managers can work within their assigned business scope. Tasks can have a person accountable for following through, someone assigned to do the work and a designated approver. These responsibilities can sit with different people, subject to configured permissions. Being a stakeholder does not automatically grant access to every business or authority to approve its decisions.
Do all my advisers and contractors need to join at once?
No. Start with your own work and one or two recurring responsibilities. Invite colleagues or advisers with appropriate access when you are ready. For an adviser or contractor who stays outside SOVHELM, give someone in your workspace responsibility for following up and recording updates or evidence.
What does SOVHELM automate, and what still needs a person?
Configured scheduled rules can generate dated work with responsible people, such as stock reviews, supplier follow-ups or campaign reviews. In-workspace reminders and escalation signals highlight approaching or missed targets for scheduled work and obligations. Email delivery depends on your setup and preferences. People still check source systems, update the work, record evidence and make decisions; SOVHELM does not complete tasks or file returns for you.
Can we manage entities and custom obligations in other countries?
Yes. Represent your legal entities and configure scheduled work for their confirmed requirements, including filings, licences, contracts, renewals and internal reviews. US LLC and UK Ltd examples are starting points, not the limit of the workspace. Other jurisdictions use configured obligations and adviser review, not a complete built-in legal rulebook. Your business and its advisers confirm what applies and the correct deadlines; SOVHELM coordinates the work, not legal advice or filing.
How are deadlines and alerts handled across time zones?
For tasks with an exact deadline, the operating time zone stays with the deadline and a local-time view can show the same moment for the person viewing it. Date-only obligations remain calendar dates, not invented midnight deadlines. Where notification delivery is enabled, configured time zones, working days, working hours and quiet hours govern eligibility; critical-alert exceptions depend on settings. Quiet hours do not move the deadline. Delivery also depends on channel setup, consent and device availability.
Can I see how the team is performing?
You can review recorded progress, completed work, overdue tasks and blockers, alongside goals and their results. Use that evidence to discuss workload, obstacles and next steps. These views depend on the records you can access and the updates people provide; they are not a complete measure of someone's productivity.
Can I use SOVHELM on my phone?
Yes. The responsive web workspace works on desktop and phone with the same account and permissions. Try your daily workflow in the demo and discuss any native-app requirements during your walkthrough.
Is the demo separated from live data?
Yes. The public demo uses separated sample records and role views. Live customer records only enter after a workspace is set up.
How can we evaluate SOVHELM?
Open the public demo with sample data and no signup, or choose a monthly plan and start a 30-day trial in your own private workspace. Checkout collects payment details; billing begins after the trial unless you cancel beforehand. Your workspace access email is sent to the checkout email address. Existing customers keep their current login.
How do we choose a plan?
Choose by operating scale: Founder covers one company or venture, Growth up to three and Portfolio up to ten. Select GBP or USD, then use Start 30-day trial on your chosen plan. Monthly billing, applicable taxes and cancellation terms are shown at checkout. Contact sales before ordering if you need a larger team, substantial storage or a custom agreement.
Your next step
Bring the work you keep having to chase.
Bring a supplier handover, a customer delivery or a marketing plan that is hard to keep track of. We can map the people, dates and decisions in a private walkthrough. No sensitive records needed.