Enter the data. Get the chart.
EntityCloud tracks your entities and how they own or relate to each other, then draws a clean structure chart from that data automatically. No more hours in PowerPoint redrawing boxes and lines.
Enter the data
Entities and how they relate
Add individuals, LLCs, trusts and the rest of the structure. Record who owns what, who's trustee of what, who lent to whom, right on each entity's page. That's the only work; the chart handles itself.
Get the chart
Drawn for you, styled and precise
The same fabricated house from above, drawn automatically: ownership percentages on the edges, trustee, manager and loan relationships styled differently from ownership, with a matching legend. Nobody placed a box by hand.
Bring your whole book in
Hundreds of entities, in one sitting
Paste straight from Excel into a spreadsheet-style grid, or import a CSV and fix any row in place before anything is saved. The same grid edits hundreds of existing entities or relationships at once, and nothing saves until every row is right.
Plan the deal before it closes
Restructurings, previewed and recorded
Try a restructuring in a sandbox, a private copy of the structure, without touching the real one. Record a merger, name change or split as one dated action, preview it first, and get a step chart of how the deal flows, ready for the slide.
One document, client-ready
Key facts, holdings and the chart, on one page
Hand a client one page instead of a slide deck: key facts, owners and holdings tables, and the chart itself, generated straight from your data. Export it as Excel, SVG, PNG, JPG or PDF, whatever the moment calls for.
Built for the whole structure
Holding companies, trusts, estates, real property, and cross holdings with look-through ownership. The shapes a real client family's structure takes, not a simple cap table.
Scoped access, per team member
Restrict a team member to the client families they work on, and make anyone read-only. Hidden relationships are disclosed, never a silent hole in the chart.
Your clients, their own organizations
Set each client up with their own organization linked to your firm, invite their people in, and switch between clients in one click. Carry their entities on your plan, or let them pay their own way.
Needs attention
Automatic, dismissible flags for data worth a second look: an entity with no relationships, an ownership split that doesn't add up to 100%, and more. Nothing is ever blocked from saving.
Audit trail
Every entity and relationship change is recorded automatically, who made it and when, on your account's activity feed and each entity's own history.
Custom fields
Add the fields your own structures need that aren't built in. Mark one sensitive and it gets the same encrypted, masked treatment as a tax ID.
And there's more
- Sitewide search across every entity, group and relationship
- Compare a chart across two dates, with every change listed
- A live, revocable link to share one chart without a login
- A date slider to step a chart through its own history
- A chrome-free presentation mode for client meetings
- Board and officer rosters for each entity
- A ledger for loans and other related-party transactions
- Charts you can pan and pinch on a phone
Plans
Priced by how many entities you track, not by seats.
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Free
Free
Up to 25 entities
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Pro
$49.00/mo
Up to 250 entities
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Firm
$149.00/mo
Up to 2000 entities