See how the entities in your group connect.

Intelligence adds relationship and structure tools to your corporate records. Explore the relationships recorded across your entities and compare a proposed structure before changing the underlying records.

Availability: Intelligence and contracted Enterprise.
Entity Relationships graph showing a corporation's shareholders, directors and related corporations, with ownership percentages
Entity Relationships, on Intelligence.

Explore recorded Entity Relationships.

See how entities connect through the relationships held in your records. Move from the relationship view to the relevant entity information.

Leadership & Governance viewed as recorded on a past date, listing the directors, officers and board members then serving
Who governed the entity on a selected date.

Compare a possible structure.

Use Structure Scenarios to explore a proposed change separately from the recorded structure.

  • Keep the scenario distinct from live records.
  • Explore the proposed arrangement.
  • Compare scenarios using the supported views.
Entity Relationships viewed as recorded on a past date, with Current structure and Scenarios tabs and an option to compare with today
The recorded structure on a selected date, ready to compare with today.

Add capacity without changing the capability level.

Intelligence includes 15 entities. Add entity capacity as the group grows. Added entities receive Intelligence capabilities; add-ons do not add Ledger users.

Common questions

No. Add entities to any self-service plan. Choose Intelligence when you need Entity Relationships or Structure Scenarios.

No. Growth includes financing round scenarios and exit waterfalls. Intelligence includes Structure Scenarios for exploring possible entity arrangements.

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Historical ownership & governance

Reconstruct recorded ownership and governance at a selected date and compare historical states, on Scale and above.

Explore historical reconstruction
Law firms & accountants

Manage client records in one workspace and choose the capabilities your practice needs.

See law firms & accountants
Plans & pricing

Compare plan capabilities and entity capacity, or read plans and limits in the documentation.

See plans & pricing

Bring the group’s relationships into view.