Equity & Debt Structures

byAthennian

Athennian's Equity & Debt Structures module is a cloud-based solution designed to help legal, finance, and tax teams manage capitalization tables, share movements, and debt instruments within a centralized platform. This tool enhances compliance, reporting, and transaction readiness by providing a comprehensive and structured record of ownership and financing across corporate entities.

Features

  • Manage equity transactions: Record share issuances, transfers, cancellations, and redemptions with structured data and full audit history.
  • Track cap tables: Maintain accurate capitalization tables by class, series, and shareholder, with data updated automatically as transactions occur.
  • Record debt instruments: Track debt arrangements such as loans, notes, or convertible securities at the entity level.
  • Link ownership to people and entities: Connect shareholders, lenders, and beneficiaries to individuals or organizations across your structure.
  • Visualize ownership structures: Generate real-time visual charts to reflect equity and debt relationships across holding companies and SPVs.
  • Store supporting documentation: Centralize term sheets, board approvals, agreements, and other documents related to capital structure events.
  • Report on ownership and control: Produce reports showing equity holdings, debt positions, and beneficial ownership by individual, entity, or jurisdiction.

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇨🇦 Calgary, Canada
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