Capabilities

Equity & Debt Structures

Achieve a complete, structured record of ownership and financing across your corporate entities. Athennian helps legal, finance and tax teams manage cap tables, share movements and debt instruments in one centralized platform to improve compliance, reporting and transaction readiness.

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What you can do

Record share issuances, transfers, cancellations and redemptions with structured data and full audit history.

Maintain accurate capitalization tables by class, series and shareholder with data updated automatically as transactions occur.

Track debt arrangements such as loans, notes or convertible securities at the entity level.

Connect shareholders, lenders and beneficiaries to individuals or organizations across your structure.

Generate real-time visual charts to reflect equity and debt relationships across holding companies and SPVs.

Centralize term sheets, board approvals, agreements and other documents related to capital structure events.

Produce reports showing equity holdings, debt positions and beneficial ownership by individual, entity or jurisdiction.

What you get

Single Source of Truth

Align legal, finance and tax stakeholders with accurate ownership and debt data in one central platform.

Transaction-Ready Governance

Maintain real-time records that support restructuring, financing and due diligence – without scrambling for updates.

Regulatory and Tax Clarity

Support tax reporting and jurisdictional compliance with structured, traceable equity and debt data.

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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Gain clear visibility into capital and control

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

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Frequently Asked Questions

What types of equity and debt transactions can Athennian track?

Athennian supports the full range of equity activities, including share issuances, transfers, redemptions and cancellations, alongside debt instruments like loans, notes and convertible securities. Each entry is recorded with structured data and audit history.

Can Athennian generate and maintain capitalization tables?

Yes. Cap tables are updated automatically as equity transactions are recorded, with breakdowns by class, series and shareholder. This ensures finance, legal and tax teams always have access to accurate, real-time ownership data.

How does the platform support beneficial ownership tracking?

Ownership can be linked to individuals or entities and visualized across your structure. This allows for jurisdictional reporting and internal visibility into who ultimately holds control or economic interest.

What kind of documentation can be stored?

Athennian supports centralized storage for all equity- and debt-related documentation, such as term sheets, share certificates, board approvals and loan agreements. Each document remains connected to its transaction record.

How does this help with transaction readiness?

With up-to-date cap tables, supporting documentation and audit trails all in one place, teams can move quickly during financings, restructurings, and diligence processes without scrambling to locate records.

Is this capability useful for tax and regulatory reporting?

Yes. Structured records of equity and debt positions help support tax filings, transfer pricing analysis and compliance with ownership disclosure requirements across jurisdictions.

Can ownership structures be visualized clearly?

Absolutely. Equity and debt relationships are displayed in real-time org charts, making it easier to assess control and capital exposure across entities or fund structures.