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.
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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