From chaos to clarity.
TAG handles your back office. Our platform, Origin, keeps every document verified and ready — so when your investor, bank, or auditor asks, the answer is already there.
Sequoia verified IP Assignments
2m ago
Classify Agent: 3 docs filed
18m ago
TD Bank requested Cap Table
1h ago
SOC 2 Type II Certified
Your documents and records handled under enterprise-grade security controls, independently audited.
Up and Running in Days
Connect your first integration in minutes. Most clients have a fully organized document library within the first week.
Migration Included
We do the heavy lifting. Bring us your drives, inboxes, and folders — we get everything organized.
A platform and a service.
Two things we built for the same problem: documents, deals, and records that are always in order.
Origin — the platform
The shared workspace where requirements are tracked, documents are verified against what's actually needed, and every party sees the same gaps in real time. Built for deals, audits, and due diligence.
Back-Office — the managed service
Our team handles your books, reconciliations, and filings. Everything managed, filed, and traceable. Your records are always ready — whether for a lender, an auditor, or an investor.
Who it's for.
Origin works the same way whether you're the one closing the deal or the one managing the file.
Founders & CFOs who need to stay deal-ready
Not just when your bank calls. Origin keeps your documents organized and verified all the time — so you're always ready, not scrambling to prepare when the question comes.
Advisors & professionals who close faster
Stop waiting for clients to send the right documents. Set up the workspace, invite your client, and have a complete file before you start the work.
Four things that happen, so you never scramble again.
Origin works the moment you connect it. You don't manage any of this. It just happens.
Your documents, already in one place
Google Drive, OneDrive, email, accounting software. Everything flows in automatically. Upload directly through chat too.
Every document identified and filed
Origin reads each document on arrival, works out what it is, and places it correctly. No manual sorting. No misfiled records.
One version. No question about which is current.
Every document gets a single permanent record: all versions, every approval, every change. One file. One history.
One number tells you how prepared you are
Your Readiness Score updates live as documents arrive and gaps close. Green means ready. Red means action needed.
What changes when you use Origin.
Every party, one workspace
Investor, bank, lawyers, and you. All working from the same requirements list. No email threads. No version confusion.
Verified, not just uploaded
Agents read each document against what's required. An unsigned draft doesn't count. They'll tell you before your counterparty does.
One live readiness score
A single number, updated as documents arrive. Green means ready. Amber means fix this. Red means action needed, with exactly what's missing spelled out.
A record that never changes
Every upload, every approval, every action: attributed, signed, and hash-chained. An unalterable history from the moment it happens.
Everything included.
Platform capabilities and managed services. Use any combination.
Bookkeeping
Monthly reconciliations, financial statements, and tax filings. Managed by our team and filed directly in your system.
Prepared Packages
Investor packages, audit bundles, board reports. Assembled from your verified documents and ready to share in minutes.
Integrations
Connect your accounting software, document stores, and banking. Everything flows into Origin automatically from day one.
Custom Agents
Configure agents to your exact workflow. Prompt them to generate any output format, any package structure, any time.
Know you're ready before they ask.
Origin brings every party in your deal into one structured workspace. Requirements are tracked, documents are verified against what's actually needed, and the gaps are visible to everyone in real time. When your bank calls or your investor asks, the answer is already there.