FORMA Sovereign is built for complexity. If you’re managing multiple entities, inter-entity cash flows, investment vehicles, or a family holding structure, Sovereign gives you a senior modeling lead and unlimited async modeling support (fair use) to keep every layer of your structure aligned.

You receive four 60-min strategy sessions per quarter (monthly engagement), 12 roadmap updates per year (one per month if needed), and access to all FORMA service areas—Product, Service, Business Formation, and Holdings Modeling—under a single subscription.

Sovereign also includes entity compliance monitoring: we track filing deadlines, structural drift, and inter-entity agreement lapses, flagging issues before they become penalties. And you get unlimited investor/board prep support, because at this level, capital conversations happen constantly.

This is the tier for clients who don’t just want a model—they want a modeling department, without the headcount.

What’s included:

4 × 60-min strategy sessions per quarter (monthly engagement)
Unlimited async modeling requests (fair use)
12 roadmap updates per year
All FORMA service areas accessible
Dedicated Senior Modeling Lead
Unlimited investor/board prep support
Entity compliance monitoring
Inter-entity
Highest-priority scheduling
Best for: Family offices, holding companies, serial entrepreneurs with multiple entities, and multi-vertical operators who need a single structural brain across everything.

Setup Time: 10–15 business days.