Request a Demo
Our demos are working sessions, not slide decks. We'll walk you through entity management, ownership visualization, and compliance workflows using realistic family office data — and map your actual structure if you bring it.
Format
30-min live walkthrough via video call
Response time
Within one business day
Follow-up
Calendar invite + prep guide. No unsolicited calls.
Your entity structure
Entity count, types, jurisdictions, and complexity level
Compliance posture
CTA/BOI filing status, upcoming deadlines, and where the gaps are
Ownership clarity
We'll build a sample of your ownership hierarchy live in the platform
Document organization
How your formation docs, agreements, and filings map to entities
Your questions
This is a working session. Bring the problems you're trying to solve.
CTA/BOI Compliance — Are You Current?
The Corporate Transparency Act requires most U.S. entities formed before January 1, 2024 to have filed their initial BOI report with FinCEN. If your family office manages more than 10 entities, the odds are high that at least one has a filing gap.
Non-compliance penalties: up to $591 per day, per entity. Don't guess — know.
"We already use [competitor / spreadsheet]."
Most family offices that switch to Foli were already using something. We offer a migration pathway: import your existing entity list via CSV, upload your document library in bulk, and we'll help configure the ownership hierarchy.
"We're not sure we have a compliance problem."
That's the most common thing we hear before we show someone their entity list. The demo is the audit. You'll know within 30 minutes whether you have gaps.
"We need to involve our general counsel first."
Bring them to the demo. We offer a second session specifically for legal and compliance reviewers — focused on the CTA/BOI workflow, audit trail, and data handling.
We found three entities with lapsed CTA compliance during the demo. The demo paid for itself.
Operations Director, Single-Family Office
I had our estate attorney on the demo call. She asked us to sign up before we even finished.
Family Office Principal
Ready to start without a demo?