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Holding company operations
Holding company operations, in one place.
Coordinate tasks, approvals, deadlines and files across your companies, with a clear owner and the right access.
For founders, CEOs and COOs of privately owned groups, with a shared finance, operations or administrative team. United States and United Kingdom.
Review one process without sharing confidential records. The public demo needs no signup.
Ready to try it? See plans and start a 30-day trialWhere it fits
A shared team needs more than a shared task list.
When the same people work across several companies, a simple request can leave important questions unanswered: whose budget, whose approval, which deadline, and who is allowed to see it?
For coordinating the group
- A privately owned group of roughly 3–20 companies or ventures, with shared people and separate responsibilities.
- A founder, family business or management team coordinating projects, approvals and recurring work.
- Finance, operations or administration needing a cross-company queue without giving everyone group-wide access.
For more than 10 companies, discuss scope and commercial terms before ordering.
Alongside your specialist systems
SOVHELM coordinates the work around your accounts and company records. It is not a general ledger, payroll or tax tool, statutory filing service, payment-execution system or investment-reporting platform.
Keep those specialist systems. Use SOVHELM to make the preparation, responsibility, approval and evidence clear.
Illustrative workflow
Prepare a supplier payment. Keep the approval clear.
A shared finance team gathers the quote and payment terms. An operations owner checks the commitment; a named approver signs off. The task records the decision. Payment itself happens in your banking or accounting system.
Sample process, not a customer case study. Configure responsibilities and access for your own group.
- Company
- The purchasing subsidiary, whether a US LLC or a UK limited company.
- People
- Operations owner, shared-finance assignee, named founder or authorised approver.
- Evidence
- Dated supplier quote, proposed payment terms and the recorded approval decision.
- Deadline
- An internal preparation target before the agreed payment date.
- Visibility
- Access set by the record's privacy rules and each person's configured role and scope.
- Follow-through
- Comments and history stay with the task; execution of the payment stays outside SOVHELM.
The operating structure is shared; country-specific tax and filing obligations are not. Set each entity's dates with your accountant or adviser.
Real product evidence
See the context on the task itself.
This public-demo capture shows a supplier-quote task with its project, function, assignee, approver, status and due date. It demonstrates the product fields, not the illustrative payment process or a customer outcome.
The first task is “Supplier to confirm dated quote and production calendar.” Open the full-size image to inspect the fields.
Open full-size task screenshotInspect the group Operating MapBefore you choose
Questions for a holding-company rollout.
Start with the ownership and access model, then test one shared process.
Can one finance team work across subsidiaries?
Yes. Venture and function context let a shared team review its assigned work across companies. Access still depends on each person's configured role and scope; membership of one company does not grant access to the whole group.
Does this replace our accounting or entity-management system?
SOVHELM coordinates the work around those systems: who prepares a pack, who approves it, which company it belongs to and where the evidence is recorded. It is not a general ledger, tax adviser or filing service.
Does it suit a group with US and UK companies?
You can structure operating work around each company and legal entity, with responsibilities and access set for the relevant people. SOVHELM does not determine tax obligations or file returns in either country. Check jurisdiction-specific requirements and dates with your advisers.
Which plan covers our group?
Founder covers one company or venture, Growth up to three and Portfolio up to ten. If your group has more than ten, request a private walkthrough to discuss scope and commercial terms before ordering. Compare current USD and GBP plans.
What should we test first?
Use an illustrative supplier approval involving one subsidiary and a shared finance team. Check the company, owner, approver and evidence; then switch demo roles to inspect visibility. Follow the evaluation checklist before importing real records.
Choose your next step
Start with one shared process.
Bring a description of your group, the people involved and one approval or recurring deadline. No confidential files are needed to discuss fit.
Inspect the product first
Explore the public demo independently, with sample records and role switching. No signup or subscription.
Open public demoTry your own workspace
Choose a suitable plan in USD or GBP, then start a 30-day trial. Payment details are required; monthly billing follows unless you cancel before the trial ends.
See plans and start a 30-day trialPublished plans cover up to 10 companies or ventures. Larger groups: discuss scope before purchase. Review the Trust Center or contact sales@sovhelm.com.