Private Equity & Funds

Clarity across every investment

Athennian equips fund, legal and tax teams with the tools to manage complex entity structures, streamline compliance and support fast-moving transactions β€” all from a secure single source of truth.

Solving for private equity needs

Full Visibility Across the Portfolio

Track fund, SPV and holding company structures with confidence β€” including ownership, control and jurisdictional obligations.

Accelerated Transaction Readiness

Maintain up-to-date entity data and documentation to support capital calls, exits and restructuring without operational friction.

Reduced Risk, Increased Control

Ensure accuracy across jurisdictions and stakeholders with robust audit trails, permissions and compliance workflows.

Athennian Delivers

  • Centralized entity management for funds, SPVs, and portfolio companies
  • Capital structure and ownership tracking
  • Automated document generation for deal readiness
  • Jurisdiction-specific compliance workflows
  • Role-based access for internal and external stakeholders
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Trusted by Leading Global Organizations

Athennian is very user-friendly. Features like changing a director over multiple entities, creating docs to effect change of directors, or creating new entities are all easy to perform. Athennian makes me look like a superstar!

β€” Michelle Lowther
Assistant Corporate Secretary

Teams in other countries can go in, pull documents and do not have to wait on email responses or timezone differences. Anything they need, it's all right at their fingertips. That's a huge win.

β€” Deanna Venello
Legal Operations Manager

My favorite Athennian feature is the virtual minute book. I love that you can pull a folder, download everything and share with othersβ€”it is exactly what I was looking for. I use it all the time.

β€” Melody Gibson
Senior Paralegal

With Athennian, we know our records are 100% current. Documents are updated in real-time versus sitting on a shelf waiting to be updated. Athennian saves us so much time and energy.

β€” Jocelyn Rush
Corporate & Tax Paralegal

We’ve cut entity creation time by 87% with Athennian. Athennian provides our clients with real time access to their corporate organizational records from anywhere.

β€” Bill Kaiser
Capital Partner

One solution for modern entity management and governance ops

Entity & People Records

Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.

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Equity & Debt Structures

Manage cap tables, equity and debt transactions, records and structure across industries.

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Structure Charts

Instantly produce dynamic charts that reflect ownership, governance and commercial relationships.

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Controls & Governance

Control and monitor your source of truth with granular permissions, audit trails and custom fields to ensure data integrity.

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Document Management

Store, edit and automate templates, use electronic signatures, and control access to sensitive documents.

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Appointments/D&O

Record, link and automate any appointment such as director, officer, power of attorney or signing authority.

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Tasks & Reports

Track compliance dates and significant events, and create custom task lists for various activities and milestones.

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Athennian AI

Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.

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Get a solid foundation for your governance ops

Talk to us about how Athennian can help your teams today.

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Frequently Asked Questions

How does Athennian help manage fund structures, SPVs and investor reporting requirements?

Athennian is built to handle the complexity of fund hierarchies and transaction timelines. Fund managers and legal teams can manage SPVs, holding companies and portfolio entities from a unified system, complete with ownership visualizations, compliance workflows and deal-ready document templates.

Can Athennian help us move faster on transactions?

Yes. Athennian maintains always-current data and generates required filings and ownership documentation with minimal manual input. This ensures that capital calls, exits, restructurings and diligence processes can proceed without operational friction.

How does Athennian reduce risk in fund governance?

With granular audit trails, permissions and compliance tracking, Athennian reduces the risk of errors during transactions and reporting. This is especially critical when multiple stakeholders are involved across jurisdictions, and when visibility into ownership and control is required for regulatory reasons.

Is Athennian suitable for managing multiple funds?

Absolutely. You can segment funds and entities while still maintaining full oversight at the portfolio level. Each fund structure can be configured with its own workflows, users and compliance requirements, enabling a scalable and secure approach to entity governance.

What are the benefits for internal and external stakeholders?

Both internal legal/tax teams and external advisors can securely access relevant records, documents and approvals through role-based workflows. This reduces back-and-forth and enables better collaboration on transactions, compliance filings and investor reporting.