Companies & Entities
Keep corporate records, registers and governance in a consistent structure, whether you manage a single company or a portfolio of corporations.
- Corporate records and registers
- Directors and officers
- Resolutions and approvals
- Entity relationships
Everything you need to keep corporate records in order.
Entity management
Corporations, LLCs, partnerships and trusts side by side, each with its own records, registers and cap table.
Corporate records
A minute book with pre-built folders, current registers and signed documents kept beside the record they support.
Governance
Directors, officers and board members, resolutions from templates, and e-signatures filed back to the record.
Activity and history
Every change logged with who made it and when, so the record holds up as people and responsibilities change.
A minute book with nothing to set up.
Every entity starts with the same structured minute book, with folders for corporate documents, minutes and resolutions, registers, financial records, agreements and compliance.
- Upload, preview and move documents, with numbered versions
- Registers of directors, officers, board members and shareholders, kept current as records change
- Templates for bylaws and meeting minutes
- An activity log with user attribution on every action
From draft resolution
to signed record.
Approvals follow the same four steps for each entity, and the status of each one is listed beside the transaction it authorizes.
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1
Draft
Resolutions and consents from templates in US or Canadian wording, chosen by each entity's country.
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2
Sign
Signers sign by secure link, without an Octelligence account.
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3
Link
Each approval is linked to the transaction it authorizes, and transactions without one are flagged.
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4
File
The signed copy is filed back to the minute book, with compliance reminders and tasks for what comes next.
Every plan
See how your entities connect.
Ownership & Entity Relationships maps who owns, governs and is declared to control each entity, and what it holds. Corporate Oversight shows what needs attention across all of them.
- Ownership, governance, management and declared control in one graph
- Structure Scenarios to explore possible arrangements before a reorganization
- Corporate Intelligence Reports, scheduled weekly or monthly
- Consolidated reports across up to 25 entities
Evidence on hand
when someone asks.
When an auditor, investor or new advisor needs the record, the answer is already there.
Connected transaction records
Follow a share issuance or transfer to its approval, signed resolution and documents in Record Graph.
Scale or Advanced and above
The record at a past date
Reconstruct recorded ownership and governance at a selected date, compare two dates and export the result as PDF or CSV.
Scale or Advanced and above
Compliance Dossier
Bundle the minute book, registers, certificates and activity history into one structured export, regenerated as records change.
Scale or Advanced and above
Company and multi-entity plans include the same features tier for tier. Compare every feature by plan
Give each entity the same structure.
Start with one company or bring a whole portfolio, with records, registers and approvals kept the same way for each.