Your AI Chief of Staff
Operion scans every entity, surfaces risks, and tells you what to do next — so you can run your entire portfolio from one dashboard, without anything falling through the cracks.
Setup fee charged today · Monthly billing begins day 31
Built for operators who manage
Scattered information in.
A clear plan out.
Drop in what you already have
Import spreadsheets, connect accounts. Operion maps your portfolio in minutes — no migration needed.
AI finds what you'd miss
Cross-entity risk detection, deadline tracking, and priority scoring. No manual setup required.
Start every day with clarity
Open Operion. Read your briefing. Know exactly what needs your attention today — before you even ask.
Everything you own. One screen.
Your AI briefing — priorities, risks, and next actions across every entity, waiting for you before you ask.
Everything you need to run your portfolio
Built for owners managing multiple entities who are tired of scattered spreadsheets, overflowing inboxes, and things falling through the cracks.
Start every day knowing what to do
Log in and your AI Chief of Staff tells you what needs attention — before you even ask.
One view across all your businesses
Manage LLCs, properties, operating companies, and investments from a single dashboard.
Your assistant's command center
Dedicated workspace for executive assistants to manage priorities, tasks, and communications.
Find anything, anywhere, instantly
Search across every task, project, document, and contact — across every entity, in one query.
Contracts, leases, filings — organized
All your documents structured by entity type. No more digging through folders and email attachments.
AI recommends your next move
Smart suggestions based on deadlines, dependencies, and activity across your entire portfolio.
We set everything up for you.
Your setup fee includes white-glove onboarding. We configure your entities, import your spreadsheets, organize your documents, and train your team. You walk into a fully operational AI Chief of Staff — not an empty tool you have to build yourself. That's the difference between Operion and a SmartSheet or Airtable you configure from scratch.
Simple, transparent pricing
Start with guided onboarding. Setup fee charged today; monthly billing begins on day 31.
Founder
For the owner who runs everything personally.
- 1 user seat
- Unlimited entities
- AI daily briefing
- Task & project management
- Document & contact center
- Full-text document search
- EA workspace
- White-glove setup included
- Team access & delegation
- Role-based permissions
- Audit trail
Studio
For owners who delegate to an EA, ops manager, or staff.
- Up to 5 user seats
- Everything in Founder, plus:
- Delegate tasks with assignments & deadlines
- Role-based permissions — limit what each person sees
- Full audit trail — every change logged by person & time
- Studio AI briefing — priorities distributed across staff
- Priority support
- White-glove setup included
Your data belongs to you
Enterprise-grade security
Your portfolio is protected with security practices designed for modern businesses.
Never shared or sold
We don't sell, share, or monetize your data. Your portfolio is your business.
Export anytime
Download all your organization data as JSON — no lock-in, ever.
Setup today, billing day 31
One-time setup fee charged today. Monthly billing begins on day 31 — cancel anytime before then.
For the people who keep empires running
Multi-entity owners
Running hotels, gas stations, and investments? See everything in one place.
Executive Assistants
Stop chasing updates. Your daily priority queue tells you what needs attention.
Fractional executives
Portfolio operators, family offices, and COOs managing across multiple orgs.
Frequently asked questions
White-glove onboarding. We configure your entities, import your spreadsheets, map your document structure, and train your team — so you walk into a fully operational dashboard from day one.
Most organizations are fully operational within 5 business days. Complex portfolios with 20+ entities and custom workflows may take up to 10 days.
Yes. Import CSV, Excel, or ICS files in one click. Our setup team handles bulk imports as part of your onboarding.
Those are tools you feed data into — blank canvases you have to build and maintain. Operion is an AI Chief of Staff that feeds you decisions. It scans across entities, surfaces risks, and tells you what to do next without any manual configuration.
Yes. Studio plan includes up to 5 seats with role-based permissions. Your EA gets a full workspace; your accountant can be limited to document and entity access.
Enterprise-grade encryption, isolated per organization. Your data belongs to you — never shared, sold, or used to train AI.
Yes. Export all your organization data as JSON at any time — no lock-in, ever.
Ready to see everything
in one place?
Explore Operion with a pre-loaded portfolio. See how AI keeps your entire portfolio organized in one dashboard.