Document IntelligencePlanned

Stop losing documents across email and random folders.

Opsirix Vault is the planned document organization layer of the platform and is not yet available. It will become available only after it is built, passes security review and receives release approval. It is designed to keep formation papers, attorney correspondence, financial records, and operational documents organized, labeled, and ready when you need them.

The Problem

What most founders experience.

Formation documents are in a Google Drive folder nobody organized. The EIN letter is in an old email. The operating agreement was signed somewhere. The attorney engagement letter might be in Downloads. When a bank, investor, or attorney asks for a document, the founder spends two hours finding it.

Categories

What Opsirix Vault organizes.

Company Formation

Articles of incorporation, operating agreement, founder agreements, EIN letter, state registration. The documents that prove your company exists and is properly formed.

Financial and Banking

Business bank account records, bookkeeping setup documents, tax identification records, and financial statements when available.

Attorney Correspondence

Engagement letters, professional correspondence, and legal documents held by the founder. Opsirix organizes access. Attorneys provide the legal review.

Compliance Records

Compliance calendar events, important notices, renewal documents, and filing confirmations. Opsirix tracks these operationally, not legally.

Partner Handoff Packets

Before an attorney or CPA engagement, relevant documents are organized into a packet for their review. Prepared by Opsirix, reviewed by the licensed professional.

Vendor and Insurance

Software subscriptions, service agreements, vendor contracts, and insurance certificates organized in one place.

Who It's For

Who needs Opsirix Vault.

Founders who can't find their formation documents when a bank or attorney asks

Immigrant founders with visa-related correspondence that must stay organized

Companies preparing for investor due diligence or banking review

Founders who have had attorneys ask for documents they couldn't find

Startups with growing document complexity and no organization system

Capabilities

What Vault does.

Status labels

Document status labels: current, expiring, missing, or under review.

Missing document alerts

Missing document alerts when expected documents are absent from a folder.

Partner-ready packets

Partner-ready document packets organized before professional engagements.

Audit-readiness tracking

Planned link to the monthly Grid review, which today records document checks without Vault.

Opsirix Vault organizes documents. It does not review, interpret, or advise on the content of legal documents. It does not provide immigration document preparation, legal opinions, or tax advice. All regulated document review is handled by independently retained licensed professionals.

Connects to.

Opsirix Flow

Tasks and document handoffs tracked together.

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Opsirix Nexus

Partner packets prepared before professional introductions.

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Opsirix Grid

Grid document checks are reviewed monthly, unscored.

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Ready to get organized?

Book a discovery call. We review your founder stage and recommend the right path.