Simple entity management for the modern investor.

Effortlessly organize, access, and share in one secure platform.

Managing Multiple Entities Shouldn’t Be a Headache

Stop wasting time searching for your EIN's and having to re-upload the same document over and over. There is a better way.

OVERVIEW

felix. Streamlines Your Entity Management

Centralized Repository

All your entities' details in one place for quick access.

File Upload & Organization

Keep all your important files organized and easily accessible.

Secure Link Sharing

Share information securely with an expiration date.

Relationship Visualization

Map out your entities visually to see connections clearly.

Email Document Sharing

Send documents directly from Felix, hassle-free.

There's more...

...what more?

How felix. Works

Add Your Entities

Create a profile for each entity.

Upload & Organize Files

Manage your files with ease.

Share with One Click

Share via secure links or email.

Visualize Your Entities

Never lose track of your entity structure with the Entity Mapping feature. Visualize the entire structure of your entities with the click of a button.

Basic

For new investors and business owners with just a couple of entities.

$10

/month


3 entities

One click document sending

Secure links sharing

Email support

Pro

For seasoned investors and business owners who have multiple entities.

$15

/month


All basic features plus...

Unlimited entities

Entity relationship mapping

Live chat support

Enterprise

For accounting & legal firms who want to use Felix for their clients' entities.

-

Contact Sales


Sub-account structure

View only access for clients

Unlimited entities

White-glove onboarding

FAQ

Your questions answered

Find quick answers to common queries about felix.

Can I upload my files to felix.?

Felix allows you to upload and organize all of your documents into whatever folder structure works for you. From there you can download or send them to a 3rd party with only one click.

Is felix. really secure?

Felix is built to be the long term home for your entity's important information, so we've designed security into it's core. All information & documents are encrypted in transit and at rest, ensuring only you and those you share with have access.

Does felix. file my paperwork with the state?

felix. is purely an entity management system for your internal documents and information. It does not create filings or interact with secretaries of state.

I have a firm, can felix. help me manage my clients' files?

Yes! Felix is ideal for agencies to manage their clients' files and entities. Reach out for more information about our enterprise plan which includes agency specific features like white-labeling.

Start Managing Your Entities the Smart Way

Quickly and easily organize your entities with felix.

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