Product > Centralize > Ownership Structures

Track ownership and manage investor relationships by real equity.

Investors trust you with sensitive details, from ownership percentages to banking information. EntityKeeper secures all of it in one place, so you can manage every relationship and expectation by each investor’s individual level of ownership.

01

Build capitalization tables for every stock class

Build and manage capitalization tables across your entities, no matter how many stock classes are in play. See exactly what every investor owns, within their class and across the whole pool, with sensitive data protected instead of exposed in a spreadsheet.

02

Keep historical, present, and future records

Ownership is never static, and your records keep pace. EntityKeeper captures every change as your entities, stock classes, and cap tables evolve, giving you one continuous audit trail to hand to tax preparers, auditors, attorneys, and investors. Gifts, sales, family events, and redemptions are all handled in place.

03

Visualize and report on ownership

Reporting on ownership takes only a few clicks. Data automation turns your cap tables into clear org charts that pull in figures like cost basis and current value, with no re-entry. You control what each audience sees, and can trace direct and indirect ownership through any number of entity layers.

See ownership structures in action.

Get a guided walkthrough tailored to your entity structure.