Portfolio command center

Every asset.
One system.

Stop managing your holding company across five spreadsheets, a Google Drive folder, and whatever email thread you can find. VestrixOS is the operating system built for investment holding companies — portfolio tracking, compliance deadlines, document vaults, and cash flow in one place.

Real estate assets
Equity stakes
IP holdings
Securities
A holding company is only as strong as its visibility into what it holds. The moment your assets live in more than two places, you've already lost the thread.

VestrixOS was built for operators who need to see everything — subsidiaries, cash flows, filings, documents — without context-switching between seven tools.

Everything the portfolio needs. Nothing it doesn't.

Entity Inventory

Every subsidiary, LLC, and asset class in one view. Ownership percentages, entity types, jurisdiction, and key dates — no more digging through state filings.

Compliance Calendar

Annual reports, registered agent renewals, tax deadlines. Polsia tracks every filing window and nudges you before anything is due — not after.

Document Vault

Operating agreements, mortgages, equity certificates, state filings. Auto-organized by entity and searchable by keyword. Your documents, finally findable.

Cash Flow Tracking

Dividends, distributions, rental income, interest. Map every dollar flowing through your holding structure and see what each entity is contributing.

Portfolio Performance

Track asset values over time. See which holdings are appreciating, which are draining cash, and where the portfolio weight sits across entity types.

AI Operations

Polsia runs daily — updating records, drafting filings, surfacing anomalies, summarizing portfolio health. Your holding company runs itself between check-ins.

Built for how holding companies actually work

Most portfolio tools assume you're managing publicly traded securities. VestrixOS assumes you're running a private holding structure — multiple entities, layered ownership, minimal public disclosure.

VestrixOS maps your entire structure — from the parent entity down to individual assets — and keeps every layer current.

Your holding company deserves a real operating system.

Not a spreadsheet. Not a folder called "Holdco Docs v3 FINAL." An always-on, AI-powered command center that knows what you own, what's due, and what needs your attention.

VestrixOS · Built for investment holding companies