Entity data stays with the entity
Each organisation is a tenant. Cross-entity visibility is granted deliberately or it does not exist — a portfolio view is a permission, never a default.
Portfolio & enterprise
Many entities. One standard. Or no standard at all.
Groups, holding companies and investors face a version of this problem the single-entity buyer does not: every portfolio company is answering the same question differently, and nobody can compare the answers.
For
Groups · holding companies · investors
Includes
SSO · API · multi-entity · DPA
The comparison problem
Twelve companies, twelve methods, no comparable answer.
Each entity has done something reasonable. Because they did different reasonable things, there is no way to tell which of them has a problem.
01
Different formats hide different depths
One company’s two-page memo and another’s forty-page assessment may represent identical rigour, or wildly different rigour. The document does not tell you which.
02
Different scope hides different exposure
An entity that assessed one tool looks the same on a dashboard as an entity that assessed all of them, unless somebody reads both.
03
Nobody can aggregate judgement
You cannot roll up conclusions that were reached by different methods. You can roll up determinations that were reached by the same one.
04
The question at diligence is not are they compliant
It is can they show what they considered, and when. That is answerable, and it is answerable consistently across entities.
What changes at portfolio scale
The determination is the same. The plumbing around it is not.
Nothing about the method changes because there are twelve entities. What changes is who can see what, and how it is administered.
One method across all of them
The same five gates, the same corpus, the same citation bar. That is what makes twelve answers comparable rather than merely collected.
SSO, roles, and an audit trail
Who ran what, when, and against which corpus version — because at this scale the provenance question is asked about your process, not just about a document.
What this is not. LegisGate produces regulatory intelligence and assessment-preparation materials. Nothing we produce is legal advice, a legal opinion, a certification, or a determination of compliance, and no document we deliver satisfies a legal obligation on its own. Sufficiency is determined by your counsel. A consistent method across a portfolio produces comparable records. It does not produce an assurance about any entity’s legal position.
Where to start
One entity, one deployment, one week.
A portfolio-wide rollout that begins with a rollout plan tends not to begin. Run a determination inside a single entity, see the shape of what comes back, and then decide what standard you want to hold the others to.
Comparable beats complete
Twelve partial answers in one method beat twelve complete ones in twelve.
You can act on the first. The second is a filing cabinet.