Entities & Vehicles
Every entity and the assets it holds, consolidated
Track holdings across LLCs, trusts, and personal accounts. Roll everything up into one picture, or drill into any single entity on demand.
Structure
Model how you actually own things
Add an LLC, trust, or holding company and record which assets it holds. Positions show who holds them, so the same company held personally and through an entity stays clear.
- LLCs, trusts, and holding companies
- Assets held directly or through an entity
- Formation details kept on the entity
Roll up or drill down
Consolidate everything, or look at one entity
Each entity has its own net assets, holdings, and ownership, and everything rolls into your total portfolio. Switch views without exporting anything.
- Net assets and holdings per entity
- Ownership split between members
- Totals roll into the portfolio dashboard
Consolidated
Every entity rolls into one total
The web dashboard adds up what you hold personally and through each entity, and shows value by companies, funds and SPVs, and entities.
Held by
Every investment knows who holds it
When you add an investment, choose who holds it: you, a family member, or an entity. Reports and totals respect that, so tax and ownership questions have a clean answer.
- Held by on every investment
- Documents attached to the right holder
- Operating agreements kept with the entity
For families and offices
One platform for the whole family
-
Multi-entity
Track trusts, LPs, and entities without losing the big picture.
-
Ownership
Record how each entity is owned between members.
-
Permissions
Granular access for family, staff, and advisors.
-
Documents
Operating agreements and certificates kept with the entity.
-
Funds and SPVs
LP interests held by an entity, with calls and distributions.
-
Workspaces
Separate portfolios for each family member or client.
Frequently asked questions
Common questions about Entities & Vehicles in Raziel.
What kinds of entities can I track?
LLCs, trusts, holding companies, and other vehicles you own assets through. Each entity can hold companies, funds, SPVs, and other assets.
Can one company appear under several holders?
Yes. Each investment records who holds it, so a company held personally and through an LLC shows both positions and rolls them up correctly.
Can my accountant or family see an entity?
Yes. Share a portfolio with family, staff, or advisors at the access level you choose, such as viewer or editor.
Is Raziel built for family offices?
Raziel is used by individual investors and by families and offices that need consolidated reporting across entities with control over who sees what.
Entities & Vehicles
Bring every entity into one view
Start free and consolidate your LLCs, trusts, and personal holdings in one dashboard.