See where you are needed.
Review decisions, blockers and overdue work, then open the records behind the totals.
Explore LeadershipSOVHELM / Multi-company operations software
Know which company owns every commitment.
See what needs your attention across the group. Turn it into a clear daily plan, with the right company, owner and approval attached to every task.
No signup required. Explore with sample data, or take the guided route.
- Group-wide visibility
- Daily priorities
- Protected approvals
- Company-scoped access
Built for
Founder-led groups
Holding companies
Family businesses
Shared-service teams
Micro-portfolios
Work in business context
A task tells you what. Context tells you whose, why and what comes next.
Project tools can track tasks. SOVHELM is organised around the companies, people and responsibilities behind them.
Loose task text
Pay supplier.
Which company is paying? Who approves it? Where is the invoice? A title alone cannot answer those questions.
SOVHELM operating record
PP-2047
Pay supplier for PurePack Home Ltd.
- Venture
- PurePack Home
- Legal entity
- PurePack Home Ltd
- Function
- Finance
- Project
- Amazon UK launch
- Approval
- Founder required
- Evidence
- VAT file and invoice proof
Search, comments, notifications and audit history stay tied to this structure.
01
Loose work
A task, date, comment or file enters the workspace.
02
Business context
Company, venture, function, legal entity and owner are attached.
03
Access boundary
Only the right roles can see, search, comment, approve or open files.
04
Traceable outcome
Decisions, evidence, audit history and next actions stay connected.
Record anatomy
A task becomes a governed record.
A record is a task with its business context attached: company, owner, proof, deadline and permission boundary.
Before a supplier payment is approved, the reviewer can see which company is responsible, what evidence is attached and who requested the decision.
Control rule
If the record moves, the boundary moves with it.
VK-2042 / Supplier quote record
Locked until evidence is attached
Context locked
- Company
- Verde Kitchen Ltd
- Venture
- Verde Kitchen
- Function
- Operations
- Project
- Supplier launch path
Action rules
- Owner
- Operations lead
- Approver
- Founder required
- Evidence
- Dated quote and payment terms
- Visibility
- Founder, finance, operations only
Audit trail
- 09 May Internal target missed
- 12 May Approval held for evidence
- 16 May Final risk escalates if unresolved
Product evidence
See the work, not just the overview.
Move between tasks, company deadlines and your daily queue. These demo screenshots show the business context that stays with the work; explore the live demo for the latest interface.
Daily queue
Your work goes with you.
Use the responsive workspace on your phone to review priorities, open a task and follow up with the people involved.
The same account and access rules apply on desktop and mobile. Open full-size screenshot
Inspect legal dates and mobile alerts2 additional product surfaces
Example deadline plan
UK Ltd + US LLC timelines
UK Ltd26 Junaccounts / VAT
US LLC15 Julstate filing
Same model4 stagesopen / target / final
UK LtdAccounts
Prep
1 Jul target
4 Jul final
UK LtdVAT
Evidence
Target
Return
Final
US LLCState filing
Review
Internal
Annual
US LLCTax pack
Books
Owner check
Filing pack
Legal dates
Entity timelines
Different company types can carry their own preparation windows, internal targets and final deadlines. Dates shown are illustrative, not filing advice.
Useful for: UK Ltd accounts and VAT, US LLC state filings, tax packs, insurance and other obligations. Open full-size screenshot
Access signals
Alerts on phone
Mentions, approvals, blocked work, scheduled pressure and sync issues are grouped for mobile triage.
Useful for: checking what needs attention without exposing unrelated records. Open full-size screenshot
Operating scenarios
Different businesses, same control problem.
SOVHELM is not limited to one sector. It is for teams where work crosses companies, people, approvals, evidence and visibility boundaries.
Start with the work that crosses teams: a shared finance function, an assistant's follow-up, a client deadline or an investor update. Ecommerce brands and property operators can use the same structure.
Holding company
Subsidiary approval is blocked until the latest filing pack is reviewed.
Keep the filing pack, responsible company and approver together, so the decision does not depend on another round of email.
Record path: entity date -> generated task -> approval -> audit history
Family business group
A private founder decision needs assistant follow-up without exposing the private note.
SOVHELM separates the founder's private context from the delegated action while preserving who actually acted and who they acted for.
Record path: founder note -> assistant action -> comment -> audit trail
Service operator
A client delivery risk crosses operations, finance and leadership before the due date.
The record holds the owner, decision needed, latest signal, deadline status and linked comments so the team does not manage the risk through scattered messages.
Record path: project -> risk -> task -> decision -> notification
Micro-portfolio
An investor update needs visibility without exposing supplier notes or internal blockers.
SOVHELM can keep portfolio pressure visible while restricted records disappear from search, files, comments and approval actions.
Record path: portfolio summary -> linked task -> restricted evidence -> access decisionBuilt for sensitive work
Keep sensitive work with the right people.
When several companies share one workspace, SOVHELM keeps the daily operating view useful without making every record visible to every person.
Illustrative access configuration
This supplier-record example shows different role permissions. Actual access depends on the workspace configuration.
Use this when investors, assistants, suppliers or different company teams need different views of the same operating workspace.
Record
Supplier quote
Can see + act
Founder, Operations, Finance
Limited action
Assistant acting for founder
Hidden
Investor, other venture team
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.
Trust posture
Built for sensitive operating work.
Use the public demo without moving real records. When a live workspace is created, records, files, comments and search follow the same scoped access model.
Review security and data postureThe 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.
Operational saves, comments, files and generated work are designed around a database-backed source of truth.
Pricing
Simple plans by operating scale.
One workspace, built around your companies.
Choose a plan and start a 30-day trial in your own private workspace. No sales call required.
Explore the product with sample data. No signup or payment details required.
Buying rule
Start with the smallest boundary that reflects how your group actually operates.
Pricing
Monthly workspace plans
Core included
Team members, role-scoped records, search, comments, files, notifications, audit history and demo/live workspace separation.
Getting started
30-day trial with activation email. New customers set a password; existing customers sign in to their new workspace.
Display currency
One currency applies to every plan below.
Plan 01
Founder
1 company or venture Per month- Business price before VAT
- £149
- Total including 20% UK VAT
- £178.80
For one operating company that needs controlled tasks, approvals, sensitive records and supporting files.
- 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- Business price before VAT
- £299
- Total including 20% UK VAT
- £358.80
For a small group where finance, operations and compliance cross company lines but access must stay separated.
- 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- Business price before VAT
- £599
- Total including 20% UK VAT
- £718.80
For portfolio-level control where delegated assistants, external visibility and multiple ventures need one governed place.
- 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.
Rollout discipline
Start narrow, prove the operating record model with real work, then extend the workspace boundary deliberately.
Before you open the demo
Common buyer questions.
Use the public demo to inspect the product immediately. Request a private walkthrough when you want SOVHELM mapped to your own companies, people, recurring work and access boundaries.
Who is SOVHELM built for?
Founder-led groups, holding companies, family business groups, service operators and investor-backed micro-portfolios that need work, approvals, legal dates and access control in one place. Ecommerce and property operators are common examples, not the only fit.
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.
Public demo
Inspect the product before real work moves in.
Pick one record, change the viewing role, follow its linked work and check whether the boundary still holds.