Company Sage

Name

Company Sage

Legal name

The Things We Do PR, LLC

Website

https://www.companysage.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Business Formation & Compliance Software

NAICS

Software Publishers (5132), Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Legal Services (8111), Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHAEAF)

akta.pro secondary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Business formation services
• Registered agent services
• Entity compliance management
• Small business platform
• Legal technology software

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Entity Formation Services: One-time fees for LLC and corporation formation services. LLC Attorney starts at $49 for entity formation in any U.S. state. Includes handling administrative filings with Secretary of State.
2. Registered Agent Services: Annual recurring fees for registered agent services. Automatically renewing service that notifies clients of legal documents and maintains good standing with states.
3. Business Compliance Services: Annual compliance tracking, annual report filing, meeting minutes, and document storage services bundled with registered agent or sold separately.
4. On-Demand Attorney Consultations: Hourly attorney consultations available for $100 minimum through the platform. No retainer required. Attorneys are pre-vetted and available for consultations on business legal matters.
5. Virtual Office and Mail Services: Virtual office addresses and mail handling services with scanning, uploading, and forwarding capabilities.
6. Business Lending Facilitation: Partnership with Lendio to provide embedded financing options. Company Sage acts as referral partner, earning commissions when customers obtain loans through the platform.
7. Partner Program Commissions: CPA and accounting firm partners earn commissions on completed business formations referred through the Advantage Partner Program.
8. Business Banking Partnerships: Partnership with Relay Financial and Lili for business banking integration. Free business bank accounts offered to customers; Company Sage receives referral benefits from banking partners.
9. White-Label Licensing: Complete white-label solutions for partners who want to deliver business formation, compliance, and back-office services under their own brand. Partners include CPAs, accountants, and other professional service providers.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels7 records

Core offering

Company Sage operates the Business Success Platform™, a proprietary cloud-based platform that delivers LLC and corporation formation, registered agent services, ongoing compliance tracking, virtual office/mail handling, on-demand attorney access, and integrated business banking and lending to small business owners across all 50 U.S. states. The platform powers multiple consumer-facing brands (LLC Attorney, Wyoming LLC Attorney, Cindy's New Mexico LLC, Cindy's Florida LLC) and is also licensed to partners under white-label arrangements. Sage Says, an AI business advisor built on attorney-reviewed legal documents, provides conversational guidance across the customer lifecycle.

Product overview

Company Sage operates a unified platform-plus-modules architecture called the Business Success Platform™ that powers multiple branded storefronts (LLC Attorney, Wyoming LLC Attorney, Cindy's New Mexico LLC, Cindy's Florida LLC). The core platform provides Entity Formation and Registered Agent services as foundational offerings, supplemented by add-on modules including Virtual Office & Mail, Business Banking (via Relay and Lili integrations), Automated Compliance, Business Lending (via Lendio), and an Attorney Network. Every brand provides access to the same Business Success Platform with one login and one dashboard, allowing customers to manage formation, compliance, banking, mail, legal consultations, and financing from a single interface.

Differentiator

Problem solved

Functional benefit

Brands

• LLC Attorney: National brand for privacy-first entity formation and registered agent services with live Business Success Advisors, launched September 2024.
• Wyoming LLC Attorney
• Cindy's New Mexico LLC
• Cindy's Florida LLC

Products and services

• Business Success Platform™ Proprietary cloud-based platform that integrates entity formation, registered agent services, compliance tracking, document management, mail handling, attorney access, and business banking/lending facilitation into a single dashboard. Powers multiple consumer-facing brands and white-label partner solutions.
• Entity Formation LLC and corporation formation service with 24-hour filing capability with the Secretary of State. LLC Attorney offers national pricing starting at $49; regional brands (Wyoming LLC Attorney, Cindy's New Mexico LLC, Cindy's Florida LLC) offer tailored regional formation packages.
• Registered Agent Service Annual subscription service that maintains a secure professional point of contact for notices, filings, and legal documents; shields personal details from public records; scans and uploads mail to the client dashboard in real time.
• Virtual Office & Mail Management Monthly subscription providing a professional business address in the customer's state of formation, with mail scanned and uploaded to dashboard within 48 hours and optional physical forwarding. Protects privacy and improves credibility.
• Automated Compliance Annual subscription compliance service that monitors annual reports and state deadlines, generates meeting minutes, sends proactive alerts, and maintains liability protection records. Helps entities stay in good standing.
• On-Demand Attorney Network Usage-based access to pre-vetted, licensed business attorneys through the platform. Customers book consultations directly from the dashboard without retainers for guidance on structuring, compliance, and deal-making.
• LLC Attorney (National Brand) National consumer brand launched in 2024 offering privacy-first LLC and corporation formation and registered agent services across all 50 states. Starting at $49 for formation with live Business Success Advisors; serves SMB entrepreneurs nationwide.

Quantifiable outcome

• 100,000+ businesses formed through the platform
• +4 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability2 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and secondary.

• LendiocoreTechnology or Integration · 4 February 2026Strategic partnership to embed business financing directly into Company Sage's Wyoming LLC Attorney platform. The integration enables entrepreneurs to access capital through Lendio's technology while receiving compliance guidance and business support. Customers can get pre-qualified and start the application process for financing from multiple vetted lenders directly from the platform. This expands the Business Success Platform with streamlined access to capital for growth.
• Relay FinancialcoreTechnology or Integration · 1 August 2023Partnership enabling entrepreneurs to open business bank accounts directly within the Company Sage platform. Available to customers of Wyoming LLC Attorney, Cindy's New Mexico LLCs, and Cindy's Florida LLCs. Features fast approval times, no minimum balances, no monthly fees when forming through Company Sage, and streamlined application starting at time of entity formation.
• LilisecondaryTechnology or IntegrationBanking partner providing high-performance banking platform for growth-focused small and mid-sized businesses. Offers fast payments, high-yield savings, access to credit, and support for managing increasing business complexity. Integrated as option within business banking services.
• ERGO NEXT (formerly NEXT Insurance)secondaryTechnology or IntegrationInsurance partner offering tailored coverage for small businesses that can be quoted, bound, and managed entirely online. Provides general liability, workers' comp, and other coverage options with same-day certificates of insurance.
• Advantage Partner Program - CPAs and AdvisorscoreChannel Partner/ Reseller/ DistributorChannel partnership program enabling accounting and advisory firms to earn commissions on completed business formations. Partners access co-branded portal with their firm branding, gain document visibility, and receive exclusive pricing to offer clients. Firms earn commissions while LLC Attorney handles all paperwork, filings, deadlines, and compliance management.
• White-Label PartnerssecondaryOEM/ Whitelabel/ Licensing PartnerPartners who license Company Sage's full-stack infrastructure to deliver business formation, compliance, and back-office services under their own brand. Covers entity formation, filing, mail handling, scanning, shipping, and administration. Partners can extend services including business bank accounts, lending facilitation, and compliance management.

Scale indicators6 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Swyft Filings: Swyft Filings is an online business formation service offering LLC and corporation formation with compliance and registered agent add-ons. Competes directly with LLC Attorney for the same SMB formation buyer with similar pricing tiers.
• Bizee (formerly Incfile): Bizee is a low-cost LLC formation competitor offering $0 + state fees formation plus paid registered agent. Competes head-to-head on price with Company Sage's $49 starting formation offering and similar SMB target market.
• MyCorporation: MyCorporation offers online business formation, registered agent, and compliance services to small businesses. Comparable product set to Company Sage across formation, registered agent, and compliance categories.
• Harvard Business Services, Inc. Harvard Business Services is a long-standing Delaware LLC formation specialist with registered agent services. Comparable to Wyoming LLC Attorney on the privacy/state-specific formation positioning and similar SMB target.
• Northwest Registered Agent: Northwest is a major player in entity formation and registered agent services with a strong privacy and customer-service orientation. Comparable to Wyoming LLC Attorney on the privacy-first positioning and similar premium registered agent positioning.
• CorpNet: CorpNet provides business formation, registered agent, and compliance services and also operates a partner/wholesale program for CPAs and attorneys — directly paralleling Company Sage's Advantage Partner Program and white-label offerings.
• ZenBusiness: ZenBusiness is a venture-backed direct competitor offering LLC formation, registered agent, compliance, and ongoing business services with strong digital marketing. Highly comparable to Company Sage's LLC Attorney brand in product, target customer, and price point.

Emerging players

• doola: doola is a tech-forward business formation and compliance platform targeting international founders forming US entities, with bundled banking and accounting. Comparable to Company Sage's Adriaan Brits use case (international customer forming US business) and similar embedded-finance positioning.

Broad incumbents

• Rocket Lawyer: Rocket Lawyer offers online legal services including formation, registered agent, and a subscription model for legal documents and attorney access. Comparable to Company Sage's bundled platform approach combining formation with on-demand attorney consultations.
• LegalZoom: LegalZoom is the largest US online legal services platform offering LLC formation, registered agent, compliance, and attorney access. Directly comparable to Company Sage across the same core product set but at significantly larger scale and with broader brand awareness.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat6 records

Key risks1 record

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/company-sage

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Company Sage