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Real teams, real results with EntityKeeper

Investment groups, hospitality operators, and real estate firms use EntityKeeper to centralize entities, automate compliance, and reclaim hours of back-office time. Here is what that looks like in practice.
I'm able to quickly view ownership structures and automatically create org charts from our own data. Sharing and updating org charts with investors takes a fraction of the time.
Maricris Daza
CFO, Sphere Investments
Years of growth, now in one platform
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Secure source of truth for every entity
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Case studies

How real teams made the switch

National investment group

Sphere Investments

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The challenge

Entity records lived in scanned paper documents, and filing deadlines were tracked in Excel. Sorting through files to find an entity's information wasted the team's time and created compliance risk at audit. As new investors joined each property, ownership structures kept shifting across siloed tools.

The results

Sphere Investments imported every filing date into EntityKeeper and now gets notifications for approaching deadlines. The team views ownership structures, auto-generates org charts from its own data, and hands auditors complete entity information from one organized platform.

As we go through our annual and income tax reporting process, EntityKeeper has been a great tool to access all of our entity documents and contact information securely.
Maricris Daza CFO
Hospitality

Luxury hotel owner and operator

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The challenge

A nationwide luxury hotel group with more than 40 years of experience needed a secure way to track a large database of documents, banking information, and owners tied to each hotel. Ownership structures changed constantly, and both general counsel and finance needed access to the same accurate data.

The results

Both teams now work from one source of truth across 40 entities, viewing org charts and detailed entity information in real time. When it is time to report, any member can be given access to pull documents instantly, so the team closes new deals and starts projects faster.

I needed a clean view of all our information, where everything affiliated with an entity was in one place.
General counsel Luxury hotel owner and operator
Corporate real estate services

The Stone Group

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The challenge

A team of five managed 40-plus entities across spreadsheets shared over Dropbox. Version control and manually building org charts ate up time, and growth through acquisitions kept adding documents and ownership changes to track.

The results

Building org charts in PowerPoint is a thing of the past. After any acquisition or ownership change, the COO updates the structure and shares it in minutes. The team works from one secure central database, with the right access for each member.

Before EntityKeeper, all entity information was kept in an Excel spreadsheet and shared via Dropbox. Now our process is a lot simpler when it comes to storing and referring back to documents after they have been filed.
Stephanie Torres Operations Manager

Trusted by legal, finance, and operations teams at firms like

The common thread

What changes when entity data lives in one place

One source of truth

Teams trade scattered spreadsheets for a single, secure record of every entity.

Good standing, maintained

Filing deadlines are met across every jurisdiction, with no last-minute scrambles.

Hours back each week

Automated reporting and corporate services remove the manual back-office grind.

See EntityKeeper in action.

Get a guided walkthrough tailored to your entity structure, with a product specialist.