Sphere Investments
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.
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.










