Multi-Entity Management

One platform for your entire portfolio

Whether you have 5 portfolio companies or 50, get unified visibility while maintaining the flexibility each entity needs.

Unlimitedportfolio companies supported

Portfolio-wide visibility

See vendor data across all portfolio companies in a single view. Roll up spend, contracts, and renewals instantly.

  • Unified dashboard across all entities
  • Filter and drill down by portfolio company
  • Cross-entity vendor analysis and deduplication
  • Portfolio-wide renewal calendar
5 entities•3 countries

Portfolio Spend Distribution

$3.8M
Acme Corp
$1.25M(33%)
Acme Europe GmbH
$0.68M(18%)
TechFlow Inc
$0.89M(23%)
Acme UK Ltd
$0.42M(11%)
DataSync LLC
$0.56M(15%)
Total Contracts
145
Shared Vendors
23
YTD Savings
$287K

Entity-level control

Each portfolio company maintains autonomy while contributing to the portfolio view.

  • Separate logins for portfolio company teams
  • Entity-specific settings and preferences
  • Local currency support for international portcos
  • Custom fields and categories per entity

Acme Corp (US)

Entity Settings

Team Members
SC
Sarah Chen
sarah@acme.com
Admin
MJ
Mike Johnson
mike@acme.com
Editor
LP
Lisa Park
lisa@acme.com
Viewer

Flexible hierarchy

Model your actual portfolio structure, whether it's flat, hierarchical, or complex.

  • Support for holding companies and subsidiaries
  • Multiple entity groupings and views
  • Parent-child relationship tracking
  • Consolidated and entity-level reporting
Entities
6
Contracts
198
Total Spend
$3.9M
Portfolio Companies3 currencies
Acme Holdings
Parent • 89 contracts
USD
$1.8M
Acme Corp (US)45 contracts
USD$980K
Acme Europe GmbH28 contracts
EUR€420K
Acme UK Ltd16 contracts
GBP£320K
TechFlow Inc
Portfolio • 67 contracts
USD
$1.2M
DataSync LLC
Portfolio • 42 contracts
USD
$890K

Key Benefits

Everything you need to take control of vendor management

Unified view

See your entire portfolio in one dashboard.

Entity autonomy

Each portco maintains control of their data.

Multi-currency

Support for international portfolio companies.

Access controls

Role-based permissions at every level.

Easy collaboration

Share insights across the portfolio seamlessly.

Complete visibility

No blind spots across your portfolio.

Ready to take control?

Get a free analysis and see what savings we can find in your portfolio.