For Multi-Entity Owners

You Own Four Businesses.
They All Live in Different Places.

RollForge is the AI CFO for multi-entity owners. One login connects all your LLCs, shows you consolidated net worth once your bank and accounting data is in, and gives you per-entity goals so each business has its own target.

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The gap that costs you

RollForge closes it

1
The pain
You log into four different systems to answer one question: what's my total cash?
Your HVAC LLC is in QuickBooks. Your rental property is in a separate bank portal. Your consulting income lives in another account. Your equipment trust is in a spreadsheet. You're the only person who can piece together the full picture — and it takes half a day every time the bank asks.
Your current reality
Systems holding your business finances4+ portals + spreadsheets
Time to answer "total cash across all entities"2–4 hours
Who can answer it if you're unavailableNo one
The fix
One Login, All Entities, Consolidated View → Connections
Connect each entity's bank accounts, accounting software, and financing once. RollForge unifies everything under one login. Switch between entities or view consolidated position — instantly. One shared link, one point of truth.
RollForge Connection Dashboard — All Entities
Diane's HVAC LLC (Charlotte)$248,000 cash — connected
Diane's Rental Holdings LLC$187,000 cash — connected
Diane's Consulting LLC$41,000 cash — connected
Total consolidated position$476,000 — ready to export
2
The pain
Your accountant asks for a balance sheet. You start from scratch every time.
Year-end prep means rebuilding the consolidated net worth statement from scratch — pulling data from four sets of books, reconciling intercompany balances, and hoping you didn't miss a transfer. It's the same work every year, and it always takes longer than expected.
Your current reality
Entities to consolidate for net worth4 LLCs
Time to produce consolidated balance sheet6–10 hours
Confidence in intercompany eliminationsLow
The fix
Automated Consolidated Net Worth Statement → Daily Briefing
RollForge consolidates your accounts once bank/CSV feeds are connected for each entity. The next morning's briefing pulls it into a one-page snapshot — net worth, owner's equity by entity, and per-entity goals — ready to export for your accountant or your bank in one click. Intercompany transfer tracking is on the roadmap.
RollForge Daily Briefing — Consolidated Net Worth
HVAC LLC — Owner's equity$312,000
Rental Holdings LLC — Owner's equity$441,000
Consulting LLC — Owner's equity$68,000
Total consolidated net worth$821,000 — up 3.2% this month
3
The pain
You transfer money between your own LLCs. Then you forget why.
Intercompany loans and transfers are common — but without documentation, they blur. Your accountant can't tell if a transfer was a loan, a distribution, or a payment for services. You end up recreating a paper trail retroactively, and it's never clean.
Your current reality
Intercompany transfers this year11 transfers
Transfers with written documentation2 of 11
Time to reconstruct intercompany trail for accountant3–4 hours
The fix
Per-Entity Goals → AI Briefings
Set revenue, margin, cash-runway, and AR-over-60 targets per entity. RollForge tracks each one against your actuals, surfaces progress in your daily briefing, and ranks overdue goals so you can act on the ones that matter first. Per-entity goals roll up into a portfolio-level target, too.
RollForge Goals — Intercompany Loan Tracker
HVAC LLC → Rental Holdings (Mar 12, working capital)$35,000 loan — 6-month term, 0%
Repayment progress$12,000 repaid / $35,000
Consulting LLC → HVAC LLC (Apr 2, equipment)$8,400 — paid in full ✓
Documentation packageReady — PDF memo per transfer
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Real Estate Investors
Per-property P&L, multi-entity distributions
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Pricing
Founder $199/mo · Pro $499/mo — all companies included
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7-day free trial, full access

Founder $199/mo · Pro $499/mo. Everything included.

No tiers, no feature gates, no "contact sales." Each entity is its own company on RollForge — connect all of yours under one account.

One login for all entities Consolidated net worth Portfolio goal rollup Separate books per entity
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