We’re excited to share this month’s Athennian release, introducing new and enhanced capabilities that make compliance, stakeholder reporting and access management simpler, smarter and more secure.

Ownership Report Exports

‍Generate and export ownership reports into XLSX format with shares, voting rights, incorporation details and more to meet information requests and filing requirements in seconds. 

This new reporting feature exports directly from your structure charts to produce a report with selectable fields including Parent Entity, Country of Incorporation, Total Share Capital, Ownership %, Tax ID and many more to streamline critical compliance and stakeholder reporting. 

You’ll now be able to meet ownership reporting demands with greater accuracy and minimal preparation such as:

• Quarterly regional ownership charts (US, Canada, EMEA, APAC, LATAM)
• Vote vs. capital percentage reports
• Treasury entity lists
• Tax and audit ownership structures

Turn complex ownership data into compliance-ready reports that save time, reduce risk and provide investors, auditors and regulators with ownership data they can trust.

Scheduled Reports

‍Take reporting off your to-do list. You can now automate delivery of custom reports through scheduled email distribution, with configurable frequency, recipient lists and content parameters. This ensures stakeholders receive timely, consistent updates without manual coordination. 

Some examples include:

• Weekly task summaries to legal and tax teams
• Monthly entity status reports to clients, partners or LPs
• Quarterly compliance updates to audit teams

Deliver compliance and entity reports automatically and on your schedule while strengthening trust with investors, auditors and partners through consistent communication.

Custom Roles: Self-Service and Enhancements

‍Admins can now create and manage custom user roles through a self-service interface with granular permission controls. Role-based access can now be applied to over 60 folders, sections and pages, allowing teams to remove irrelevant data from view while maintaining a single source of truth.

This enhancement ensures each user sees only what’s relevant for their role*:

• Legal teams focus on compliance and regulatory detail
• Operations staff manage administrative workflows
• Executives view high-level summaries of entities and ownership structures
• Document and minute book access can be restricted as needed

Everyone works from the same accurate entity data while avoiding overload or missed details. 

*Please note that data hidden by custom roles is still accessible via reports and generated .

Track Access Changes in the Global Audit Trail

‍Athennian’s global audit trail now extends to capture all user access changes alongside entity and people record modifications. This unified view delivers complete visibility into who changed what, and when, across your environment, whether for audit prep, security monitoring or compliance reviews.

Track confidential deal data access, monitor user additions and removals and see the full history of changes without piecing together scattered logs. Audit preparation becomes a simple report instead of a manual investigation.