Platform Overview

One dashboard for
your entire portfolio

Everything a holding company operator needs to stay in control—financials, subsidiaries, cash, compliance, and performance—in a single, unified view.

Every feature a holding company actually needs

No bloat, no enterprise complexity. Just the tools that matter for operators running 2–20 entities.

Feature 01

Unified P&L Dashboard

See every subsidiary's financials in one consolidated view. Revenue, expenses, and net income across your entire portfolio—without exporting from three accounting systems and stitching spreadsheets together.

  • Consolidated revenue and expense reporting across all entities
  • Per-entity P&L breakdowns side-by-side
  • Month-over-month comparison without manual rollup
  • Intercompany transaction visibility
Portfolio Total
$284,700
Apex Holdings LLC
+$128,400
Meridian RE Group
+$94,200
Vero Digital Inc
+$61,700
NorthBridge Ops
-$9,600
Feature 02

Subsidiary Management

All your entities in one place. Track each subsidiary's operational status, ownership structure, key contacts, and performance metrics without logging into five separate systems.

  • Entity registry with ownership percentages and formation details
  • Per-subsidiary operational dashboards
  • Document storage for operating agreements, EINs, and filings
  • Drill-down from portfolio view to entity detail in one click
Active Entities
7
All healthy
Avg Margin
34.2%
↑ +3.1%
Docs Filed
98%
1 pending
Entities Tracked
4 states
Current
Feature 03

Cash Position Tracking

Real-time consolidated cash view across every entity. Know your total liquidity position at a glance—not after logging into each bank account and adding up numbers manually.

  • Consolidated cash balance across all subsidiaries
  • Per-entity cash breakdown with trend indicators
  • Cash runway visibility for each operating company
  • Intercompany loan and distribution tracking
Total Cash Position
$1.24M
Apex Holdings LLC
$487,200
Meridian RE Group
$392,800
Vero Digital Inc
$218,600
NorthBridge Ops
$141,400
Feature 04

Compliance Calendar

Never miss a filing deadline across entities again. Annual reports, franchise taxes, registered agent renewals, and state filings—centralized across every entity, with enough lead time to act.

  • Unified deadline calendar across all entities and all states
  • Automated reminders before critical due dates
  • Annual report and franchise tax deadline tracking
  • Filing status tracking (pending, filed, confirmed)
Apex Holdings — DE Franchise Tax
Due Mar 1, 2026
5 days
Vero Digital — WY Annual Report
Due Apr 15, 2026
22 days
Meridian RE — FL Annual Report
Due May 1, 2026
38 days
NorthBridge — Registered Agent
Due Jun 30, 2026
98 days
Feature 05

Portfolio Analytics

Performance metrics across your entire holding company structure. Understand which subsidiaries are growing, which are lagging, and where to allocate capital next—without building custom reports.

  • Revenue contribution by entity (% of portfolio)
  • Growth rate comparison across subsidiaries
  • Portfolio-level KPI dashboard
  • Historical performance trends and period-over-period analysis
Revenue Contribution
Apex Holdings
45%
Meridian RE
33%
Vero Digital
22%
Portfolio Growth
+22%
Top Performer
Apex
Holdings

Built for operators who run more than one business

Not a generic dashboard. Designed specifically for the people managing holding company complexity every day.

🏗️

Multi-Business Founders

You've built more than one operating company and you're tired of managing them in separate spreadsheets. You need consolidated visibility without an enterprise price tag.

🏢

Holding Company Operators

You run a holdco structure with 3–15 subsidiaries across multiple states. Compliance deadlines, financial rollups, and entity management are eating your time.

📊

PE Portfolio Managers

You oversee a portfolio of acquisitions and need clear performance comparisons across entities without building custom reporting infrastructure for each one.

💼

Fractional CFOs

You're managing financial operations for multiple holding company clients. Omnara Hub gives you a single pane of glass across all portfolios you oversee.

One flat price. No surprises.

Every feature included. No seat fees, no per-entity pricing, no implementation costs.

Everything Included
$99/month
Cancel anytime. No setup fees. No long-term contract.
Unified P&L Dashboard — all entities consolidated
Subsidiary Management — unlimited entities
Cash Position Tracking — real-time consolidated view
Compliance Calendar — deadlines across all states
Portfolio Analytics — performance across entities
Document storage — operating agreements, EINs, filings
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Stop managing your holding company on spreadsheets

Join operators who replaced their multi-tab spreadsheet chaos with one dashboard that actually works.