Private operating workspace

Run every venture from one private command system.

SOVHELM gives entrepreneurs, operators, partners, and investors one secure workspace for ventures, legal entities, OKRs, projects, risks, compliance obligations, decisions, comments, audit logs, and AI-assisted operating workflows.

Venture separation Role-based visibility Compliance-ready records
01 Workspace for every venture
02 Every obligation has an owner
03 Every decision leaves a record

forgeworks.sovhelm.com

Founder view
Portfolio dashboard

Founder command

Private AI monitor

14 signals

Active ventures

5 2 need founder review

Compliance

9 obligations due this month

Decisions

23 logged with owners
SOVHELM Operating core
Ventures
Entities
OKRs
Risks
Audit
Ventures Scoped access
Fieldstone Brands Ecommerce 78%
Juniper Stay Co. Hospitality 64%
Northgate Partners Investor reporting 52%
Operating signals Today
Risk

Supplier concentration mitigation is overdue.

Reply

Partner comment on Q2 capital plan has no owner.

Compliance

Insurance renewal evidence due in 11 days.

Not just task management

A founder-grade operating record, connected from strategy to execution.

Most tools capture work. SOVHELM captures the business context around the work: which venture it belongs to, which entity owns it, who can see it, what obligation it supports, what decision created it, and what changed over time.

01

Portfolio command

Track venture health, priorities, open risks, missed replies, overdue obligations, and blocked work across the whole portfolio.

02

OKRs to projects

Connect objectives to projects, tasks, owners, updates, and measurable progress.

03

Entities and compliance

Manage legal entities, filings, renewals, evidence, obligations, and accountable owners.

04

Decision accountability

Log important decisions with context, owner, status, rationale, and audit trail.

05

Audit-aware collaboration

Comments, mentions, reply tracking, notifications, attachments, and important change logs stay attached to the operating record.

Control plane

One private system of record for work, governance, and visibility.

Venture work, entity records, owner updates, comments, evidence, and audit events are designed to flow into one operating layer instead of scattering across tools.

Input Tasks Comments Attachments
Private core Venture boundary Role policy Audit log
Output Founder signals Investor views Compliance record

Product preview

The operating workspace founders wish existed earlier.

SOVHELM brings the recurring surfaces of a multi-venture portfolio into one workspace: command view, venture records, compliance, risk, decisions, and investor-safe updates.

Portfolio command

One founder view across every active business.

Track stalled work, overdue obligations, unanswered comments, risk movement, and founder-level priorities.

Venture room

Every venture gets its own operating boundary.

Keep projects, tasks, comments, attachments, legal entities, and team visibility scoped to the right business.

Compliance calendar

Obligations are not buried inside task lists.

Recurring filings, renewals, evidence, reviews, and accountable owners sit close to the work they affect.

Decision log

Important choices stay attached to owners and outcomes.

Record what was decided, why it changed, who approved it, and which venture or objective it affects.

Investor-safe views

Share useful updates without exposing internal operations.

Partners and investors can receive scoped venture reporting while internal risks, tasks, and comments stay protected.

Built for multi-venture operators

For founders who need structure without adding admin headcount.

MV

Entrepreneurs with multiple companies

Separate companies, partners, operating cadences, risks, and priorities while keeping one founder-level view.

ECOM

Ecommerce business owners

Coordinate product launches, supplier actions, inventory risks, channel work, compliance tasks, and margin improvement OKRs.

PROP

Property and hospitality operators

Manage properties, contractors, safety obligations, owner updates, issue resolution, and recurring operational standards.

HC

Small holding companies

Give partners, managers, and investors controlled visibility across ventures without exposing internal detail.

OPS

Agencies and venture studios

Track multiple client or portfolio companies with separate teams, decision records, delivery work, and partner reporting.

INV

Investor-backed operators

Prepare structured updates, risk notes, decision logs, and scoped views for investors or strategic partners.

Private by design

Built for sensitive operating work, not public task boards.

SOVHELM’s product direction is centered on workspace isolation, venture boundaries, permissions, auditability, and controlled stakeholder access from the start.

01

Dedicated workspaces

Each organization operates in a separate tenant with its own ventures, users, permissions, and records.

02

Venture-level separation

Teams, managers, partners, and investors see only the ventures and records their role allows.

03

Audit-ready activity

Important changes, decisions, attachments, comments, and owner updates are designed to remain traceable.

04

Private deployment path

Hosted workspace first, with private deployment direction for operators requiring stronger control.

Scoped investor views Least-visibility access Operating record continuity Founder-level control

Role-based visibility

Every venture has a boundary. Every role has a purpose.

SOVHELM is designed around venture-level separation, scoped roles, and investor-safe views so teams see what they need and sensitive information stays private.

Role Ventures Entities Decisions Audit
FounderAllFullApproveFull
PartnerAssignedScopedCommentScoped
ManagerTeamLimitedProposeLimited
InvestorReportHiddenReadNone
tenant.sovhelm.com
forgeworks.sovhelm.com Founder, operator, partner, investor views
copperlane.sovhelm.com Separate workspace, separate ventures, separate records
stonefield.sovhelm.com Hosted now, private deployment direction where needed

Packaging direction

Start hosted. Scale toward private deployment when the portfolio needs it.

Pricing is not public yet, but the product is being shaped around clear workspace packages for serious operators rather than seat-only task management.

Early access

Founder Workspace

Invite only

  • Portfolio dashboard
  • Ventures, OKRs, projects, and tasks
  • Compliance, risks, and decision log
  • Founder walkthrough and onboarding
Request access
Direction

Private Deployment

Custom

  • Private environment planning
  • Stronger isolation requirements
  • Governance and stakeholder controls
  • Deployment architecture review
Discuss fit

Future private AI operating layer

AI that monitors the operating system, not your public internet footprint.

SOVHELM is being shaped for a private assistant that can watch for stalled work, missed replies, emerging risks, compliance deadlines, overdue decisions, and founder priorities that are slipping out of view.

Private monitor Founder priority scan
RISK

Juniper Stay Co. has three unresolved guest-safety tasks linked to the same property.

REPLY

Northgate Partners investor thread has two direct questions without a reply owner.

DUE

Fieldstone Brands product label review is blocking the launch milestone.

Governance without ceremony

Compliance, risks, and decisions stay close to the work.

Keep the essentials visible: what is due, what changed, who owns it, why it matters, and whether the founder needs to step in.

Compliance calendar

  1. VAT evidence checkpointFinance
  2. Insurance renewal reviewOperations
  3. Annual accounts prepFounder

Risk register

Supplier concentrationMedium
License renewal delayHigh
Manager coverage gapLow

Decision log

Delay launch until label compliance review is complete.

Approved by founder · owner assigned · audit logged

Deployment model

Hosted workspace first. Private deployment direction for stronger control.

SOVHELM is planned for dedicated hosted workspaces and private deployment options for organizations that need tighter infrastructure, security, and governance boundaries.

Hosted

Dedicated tenant

Operate from a branded workspace such as forgeworks.sovhelm.com.

Private

Deployment option

Direction for operators with stricter isolation, internal controls, or client requirements.

Multi-tenant

Clean separation

Each organization has separate ventures, users, permissions, logs, and operating records.

Customer workspace tenant.sovhelm.com
Private deployment direction Dedicated environment
Access model Founder · partner · manager · investor

Early access

SOVHELM is being built with serious portfolio operators.

Pricing is not public yet. Early users can request a private walkthrough and help shape the hosted workspace and private deployment roadmap.

No public signup Private walkthrough Built with operating founders

This demo form records the request state locally. Connect it to your CRM or form endpoint before launch.

FAQ

Practical answers for private operators.

Is SOVHELM a task manager?

It includes tasks, but the product is broader: venture separation, legal entities, OKRs, compliance, risks, decisions, comments, permissions, notifications, and audit logs.

How does SOVHELM approach privacy and security?

The product direction emphasizes dedicated workspaces, scoped roles, venture-level separation, controlled investor views, and audit-ready records for important changes.

Can investors have limited access?

Yes. Investor views are part of the intended model so stakeholders can see relevant updates without entering the internal operating workspace.

Can teams be separated by venture?

Yes. Venture-level separation is central to the product. Users should only see the ventures, projects, entities, and records their role permits.

Is the AI assistant available now?

The private AI assistant is a product direction. SOVHELM is being designed so AI can monitor operating signals inside the workspace over time.

How will early access pricing work?

Public pricing is not finalized. The current packaging direction is early-access founder workspaces, hosted portfolio tenants, and private deployment discussions for stricter control needs.

Can SOVHELM be privately deployed?

The planned deployment direction includes hosted workspaces and private deployment options for organizations with stronger control requirements.