Transaction-ready at every stage
Athennian unifies fund, SPV and portfolio entity information in one governed platform, giving teams instant access to current structures, approvals and ownership data whenever deals accelerate.
Solving for private equity needs
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Full Visibility Across the Investment Structure
Gain a clear, real-time view of every fund, SPV and portfolio entity, including ownership hierarchies, control relationships and jurisdictional obligations, so deal teams aren’t reconciling conflicting data under pressure.
Faster, Smoother Transactions
Achieve exit readiness in hours, not weeks with up-to-date entity data and documentation that supports capital calls, exits and restructuring without signatory delays, file hunts or operational friction.
Reduced Risk, Increased Control
Eliminate the compliance exposure of versioned spreadsheets and shared documents with structured workflows, transparent audit trails and secure access permissions that ensure every record and action is traceable and accurate.
Athennian Delivers
- Centralized management of funds, SPVs and portfolio companies
- Capital structure and ownership visualization
- Automated document generation for fund events and transactions
- Jurisdiction-specific compliance and filing workflows
- Role-based permissions for internal and external stakeholders
- Complete audit history for regulatory and investor readiness
Trusted by Leading Global Organizations
After a board resolution is signed, I don’t always have time to file it immediately. Now, I just forward it to Athennian, and the AI suggests the file name and stages it for review. AI has made it easier to delegate. I don’t have to manage every upload, the system gives enough context for others to do it right.
We love Athennian's feature to set time limits on data access. We recently had a transaction closing at the end of January, and Athennian allowed us to grant outside counsel access to relevant data within that time frame. This keeps our legal processes secure and efficient.
We were able to put all entity data into one platform. Teams didn’t have to go through different documents to find out who’s the authorized signatory or the parent entity, for example. It’s all in Athennian. We trust the data now.
My favorite Athennian feature is the virtual minute book. I love that you can pull a folder, download everything and share with others—it is exactly what I was looking for. I use it all the time.
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.
One Governance Ops™ solution
for modern entity management
Entity & People Records
Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.
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.
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.
Appointments/D&O
Record, link and automate any appointment such as director, officer, power of attorney or signing authority.
Tasks & Reports
Track compliance dates and significant events, and create custom task lists for various activities and milestones.
Athennian AI
Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.
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Build clarity and control across your fund ecosystem
Bring speed, accuracy and confidence to every investment decision with Athennian.
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Frequently Asked Questions
Athennian is built to handle the complexity of fund hierarchies, ownership structures and transaction timelines in one secure system. Fund managers and legal teams can oversee SPVs, holding companies and portfolio entities from a single platform, with automated reporting, ownership visualizations and document generation built in.
Yes. With real-time data and preconfigured templates for filings, ownership records and approvals, Athennian enables faster closings, restructurings and exits, without the operational bottlenecks of manual processes.
With granular audit trails, permissions and compliance tracking, Athennian reduces the risk of errors during transactions, audits and investor reviews. Every change is tracked, ensuring transparency and confidence in every record.
Most firms still rely on spreadsheets, shared-drive folders and multiple versions of org charts. That leads to data gaps like missing signers, outdated officers or conflicting ownership records exactly when accuracy matters most. Athennian eliminates those blockers by centralizing every record, approval and structure in one governed system so transactions can move without manual reconciliation.
Deal teams stop working from outdated files because Athennian becomes the single, authoritative system of action for entity data. From officer updates to ownership adjustments, every change is tracked, audited and instantly visible, ensuring no surprises during capital calls, exits or restructurings.
Auditors and advisors often uncover inconsistencies when records live in multiple places. Athennian maintains complete, time-stamped histories of every update, giving reviewers clean, consistent data without last-minute document scrambles or manual compilations.
Each fund and structure can be configured with its own workflows, permissions and compliance requirements, all while rolling up into complete portfolio-level oversight. This removes duplicate work and eliminates blind spots across funds, SPVs and co-invest vehicles.
Instead of sending documents back and forth, teams working in Athennian grant secure, role-based access directly to counsel, auditors and fund administrators. Partners work from the same governed data, accelerating reviews and reducing friction during transactions and audits.
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