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For holdco owners: govern every subsidiary without hiring a corporate secretary.

Holding companies, family offices, and operating groups with multiple subsidiaries. Run corporate records across the entire structure from one workspace.

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At a glance

Most holdcos don't have a corporate secretary. They have one founder doing it part-time, badly.
Records drift one subsidiary at a time. By the time you notice, three are out of compliance.
Octelligence Scale tier is built for this: one workspace, every subsidiary, one audit log.

Why this hub exists

The pattern nobody is talking about

Holding-company structures get set up cleanly. A holdco, two or three opcos, maybe a real-estate sub, maybe an IP holdco. Then the founder runs the operating business and the corporate records on every subsidiary drift, one slow year at a time. Annual returns get missed. Resolutions for inter-company transactions never get drafted. The share register on the holdco hasn't been updated since the last estate freeze.

By the time a bank or an investor asks for the full structure, the founder is paying a corporate lawyer to reconstruct three years of governance from email and bank statements. It's expensive and avoidable.

Octelligence Scale, and Portfolio Licensing for family offices and operating groups, is built for this exact case. Every subsidiary in one workspace, every annual return on a calendar, every inter-company action documented when it happens.

Featured

Holdco Governance Calendar

An annual governance calendar for holdcos with 3 to 30 subsidiaries. Quarterly checkpoints, annual obligations, and the inter-company actions that never get documented but always should.

Open the calendar

Start here

Start here

How to manage corporate records across multiple subsidiaries

The piece that anchors this hub. Patterns for running corporate records across 3, 10, or 30 subsidiaries without a full-time corporate secretary.

The cost of missed corporate filings

What actually happens when one subsidiary misses its annual return. Spoiler: it's not just a fee.

5 Common Errors in Corporate Records

The errors that compound across subsidiaries. With the fix for each.

Multi-subsidiary basics

Multi-subsidiary basics

Corporate minute book guide

Every subsidiary needs one. Jurisdiction-by-jurisdiction guide to what's in it.

Share register guide

Holdco's share register, opco's share register, and how to keep them tied.

Annual return guide

Deadlines and statutes for every jurisdiction. Build the corporate calendar from here.

All jurisdictions

If your subsidiaries span Delaware and other US states, federal CBCA, and Canadian provinces, this is the quick reference.

When records drift

When records drift

Corporate Records Health Check

Score each subsidiary against what diligence and audit will ask for. Free.

Annual Filing Lookup

Build the year's filing calendar across every subsidiary in 10 minutes.

From paper to verifiable ownership

Why holdco share certificates often haven't been reissued since incorporation, and what to do about it.

Why ownership breaks without a timeline

The single most common failure on a holdco structure: no continuous record of inter-company ownership.

Octelligence for holdco owners

Octelligence for holdco owners

Digital Corporate Records

Minute book, registers, resolutions, audit log. Built to scale from one corporation to a portfolio.

Portfolio Licensing pricing

Scale tier sized for family offices, holdcos, and operating groups with multiple subsidiaries.

Cap Table & Equity

Each subsidiary's cap table, with inter-company ownership reflected properly.

Octelligence vs. Athennian

If you've been quoted by Athennian, this is the honest comparison.

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Holdco Governance Calendar

An annual governance calendar for holdcos with 3 to 30 subsidiaries. Quarterly checkpoints, annual obligations, and the inter-company actions that never get documented but always should.

Open the calendar

Common questions

Frequently asked

Yes, and four is where it starts to matter. Two subsidiaries you can keep in your head. Four is where one always gets behind. By eight, you've usually missed a return on at least one. Octelligence is built to make 4 to 30 subsidiaries manageable from one workspace.

Tracked properly on both sides. When the holdco buys shares in opco, opco's share register reflects the holdco as shareholder, and the holdco's records reflect the opco shares as an asset. Audit log on both. This is the part that usually drifts when records live in separate folders.

No. One workspace, every subsidiary inside it. You see the whole structure. Each subsidiary's minute book, register, and audit log is separate. Cross-subsidiary search and people directory let you answer 'which subs is this director on?' in one click.

Yes. Role-based access. You can invite your accountant to view audit-relevant records, invite your corporate lawyer to draft and file resolutions, and keep operational documents private. The audit log shows who saw what.

Octelligence supports 35 jurisdictions: 23 US states (Delaware DGCL and 22 others), federal CBCA, every Canadian province, and the UK. Each subsidiary keeps its own jurisdiction-specific templates, deadlines, and filing requirements. You see the entire structure in one workspace — especially useful for US holdco / US opco and cross-border US/Canadian structures.

For holdco owners

Run every subsidiary from one workspace.

Portfolio Licensing for holdcos, family offices, and operating groups. Talk to us about the Scale tier.

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