Confidence for every client
Athennian enables legal, tax and finance firms and consultancies to manage client needs efficiently with streamlined workflows, real-time data and consistent access across teams and jurisdictions.
Solving for professional service needs
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Seamless Client Collaboration
Support internal and client teams with secure access to accurate data and easy-to-use workflows, improving adoption and reducing back-and-forth.
Integrated, Scalable Management
Work across clients and systems without duplication or data loss, with entity data integrated across your tech stack for smoother workflows and reporting.
Better Service Delivery
Automate manual processes, reduce rework and improve data quality so your team can focus on delivering high-value service, not fixing spreadsheet errors.
The Foundation of Modern Fund Governance
Private equity and fund management teams operate across intricate, multi-jurisdictional structures that demand precision, control and speed at every step.
When diligence stalls because no one can confirm the authorized signer on an SPV or auditors surface conflicting ownership records across shared drives, the problem isn’t your people — it’s fragmented entity data. These breakdowns create avoidable delays, last-minute fire drills and real compliance risk.
Athennian eliminates those failure points by centralizing fund, SPV and portco information in one governed, transaction-ready system. With centralized records, automated workflows and instant ownership insights, teams move faster on deals, reduce compliance exposure and maintain investor confidence in every decision.
Athennian Delivers
- Client-specific entity and document management
- Custom templates and automated document workflows
- Shared access with role-based permissions
- Version control and audit history
- Cross-jurisdictional compliance and deadline tracking
For every team driving fund performance
Fund Administration
Stop chasing documents across inboxes and folders. Maintain transaction-ready, up-to-date entity data that moves as fast as your capital calls, distributions and restructurings.
Legal & Compliance
Eliminate version chaos and manual reconciliations. Automate filings, track approvals and maintain audit-ready accuracy across multiple jurisdictions and entities.
Portfolio Operations
Connect every entity and structure to a single source of truth that enables accurate reports, smooth restructurings and clean cross-portfolio coordination without manual rebuilds.
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.
Request a demo
Frequently Asked Questions
Firms can manage multiple clients and entities from a single platform, using shared templates and customizable workflows. This helps reduce manual tasks, eliminates duplicate records and supports more consistent service delivery across teams and jurisdictions.
Yes. Athennian supports API access and platform integrations, enabling firms to connect entity management to billing, document management or other core systems. This reduces the risk of errors and creates a more connected client experience.
You can provide clients with permission-based access to specific records or workflows. For example, clients can be allowed to review documents, approve filings or download ownership charts. This reduces the back-and-forth involved in manual requests.
With audit trails, automated templates and centralized data, professional services teams can reduce the rework and inconsistencies that often come with manual entity management. This enables your staff to spend more time on value-add advisory work.
Yes. Whether your firm works with startups, global corporations or trusts, Athennian can adapt to the compliance needs and workflows of each client, all managed from a single interface.
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