Every portfolio company. One dashboard. Real-time.
Mid-market PE firms typically have 12-40 portfolio companies. Each has its own state filings, multi-state expansions, M&A diligence needs, and exit-prep requirements. Tracking compliance across the portfolio is a quarterly fire drill. File.Business PE Portfolio Compliance is purpose-built to solve this: every portco, every state, every deadline, in one live dashboard, with one invoice.
How PE Portfolio works From import to exit.
Continuous monitoring, exit-prep, LP reporting.
Discovery + portfolio import
Free 60-minute discovery with our PE practice. We import your portfolio, baseline each portco Compliance Score, surface immediate risks.
Continuous monitoring
Real-time NBEIS event monitoring on every portco. Critical events (admin dissolution risk, lapsed RA, missed AR) escalate to the GP immediately.
Quarterly LP reporting
Portfolio compliance reports formatted for LP audit committees. PDF export with score progression, filing record, risk events.
Exit-readiness + M&A diligence
12 months before exit, exit-readiness score surfaces cleanup work. At sale, diligence kit generated in 48 hours.
Portfolio-grade compliance. In full.
Portfolio dashboard
Every portco, every state, every deadline, every compliance event in real time. Filter by fund, GP partner, sector, risk band. Export for LP reporting.
Portco-level Compliance Score
Each portfolio company gets its own 0-100 Compliance Score. Underperforming portcos surface to the GP for intervention before exit.
Exit-readiness scoring
Custom diligence-ready score per portco: states current, BOI status, IP filings, contracts archived. Surface gaps 12+ months before sale process.
M&A diligence kit generator
At exit, generate the full diligence kit in 48 hours: Certificates of Good Standing in every state, certified copies, Apostilles for international buyers, IP filings, contract archive.
LP reporting
Quarterly portfolio compliance reports formatted for LP audit committees. PDF export with score progression, filing record, risk events.
GP partner roles
Different GP partners have visibility into their portcos. Role-based access mirrors your fund team structure.
Three PE Portfolio tiers.
Pricing scales with portfolio size. Annual contracts. Procurement-friendly terms.
Small fund · 5-15 portcos
- Up to 15 portcos
- Portfolio dashboard
- Compliance Score per portco
- Quarterly LP reports
- Dedicated CSM
- Annual diligence-readiness audit
Mid-market · 15-40 portcos
- Up to 40 portcos
- Everything in Small fund
- M&A diligence kit generator
- GP partner role-based access
- Custom LP reporting templates
- 24hr filing SLA per portco
Large fund · 40+ portcos
- Unlimited portcos
- Everything in Mid-market
- Dedicated CSM team
- SLA-backed exit-readiness scoring
- Custom integrations (CRM, fund accounting)
- Quarterly executive briefings
About PE Portfolio Compliance.
Who is the customer · GP or portco?
How does this affect portco economics?
What about bolt-on acquisitions?
Is this similar to what Carta does for cap tables?
What about exit readiness on a 12-month horizon?
Do you integrate with our fund accounting?
Schedule a PE portfolio review.
Free 60-minute discovery. We import your portfolio, baseline the Compliance Scores, and show you the dashboard live with your real data.
Recommended add-ons
Most customers add these to keep their business compliant year-round.
Multi-state Coverage
Best valueAdd states for $9/month each. Track deadlines across every jurisdiction.
Auto-File Annual Reports
RecommendedDon't just track - let us file every report automatically.
BOI Auto-Update
When beneficial owners change, we re-file with FinCEN within the 30-day window.
Premium compliance, no service-fee markup.
Trust you can verify
SOC 2 Type II audited platform. 220,000+ businesses served. 60-day money-back on service fees. State fees passed through at cost with no hidden markup. Explicit AUP on restricted industries.
A compliance partner, not a transaction
Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.
Premium experience competitors cannot match
Premium positioning, transparent pricing, no service-fee markup on state or federal filings. Premium positioning, transparent pricing, no service-fee markup on state filings.