Fund entities and operating companies, one platform
Fund administration software for entity and structure management
Fund structures add complexity to corporate groups. EntityFlo manages fund entities with the same rigour as operating companies: tracking unit registers, trustee governance, and compliance obligations in one platform.
Your first entity is free. No credit card required.
Fund administration entity management means tracking investment funds: managed investment schemes, unit trusts, limited partnerships and venture capital funds: with the same governance rigour as operating companies, in the same system. EntityFlo records each fund's structure type, governing documents and key parties, maintains unit registers with allotments, redemptions and transfers, and monitors investor compliance including AML/KYC screening. Fund-specific compliance obligations are assessed alongside general entity compliance, and beneficial ownership calculations trace through fund interests to identify ultimate beneficiaries.
What breaks once you pass five entities.
Fund entities need different governance treatment
Unit holders instead of shareholders, responsible entities or general partners instead of boards, and fund-specific regulatory requirements that generic entity tools don't accommodate.
Fund administration sits in its own silo
Managed separately from corporate governance, so cross-entity reporting and compliance assessment never see the full portfolio.
Beneficial ownership through fund interests is hard to trace
Understanding who ultimately benefits from fund investments requires tracing ownership through fund structures, not just company shareholdings.
Fund governance, without the silo
EntityFlo manages fund entities within the same platform used for companies, trusts and partnerships: not a bolt-on system that never talks to the rest of the group.
Fund structures tracked properly
Structure type, governing documents and key parties: trustee, responsible entity, general partner, investment manager, custodian: recorded for each fund.
Unit registers and investor management
Unit holdings, classes, allotments, redemptions and transfers tracked with a complete movement history for reporting and distributions.
Fund-specific compliance assessed
Compliance plan reviews, custody arrangements and ASIC reporting obligations monitored alongside general entity compliance.
Unified with the corporate group
Fund entities appear on the same structure charts, compliance dashboard and ownership calculations as every operating company.
The EntityFlo operating model.
Model each fund entity with its structure type and governing documents.
Track unit registers alongside company share registers.
Screen and monitor investor compliance continuously.
Assess fund-specific and general compliance together.
Trace beneficial ownership through fund interests into the group.
Built for CFOs, General Counsel & Company Secretaries.
What fund entity management actually covers
Funds sitting alongside operating companies need structure tracking, unit registers and investor compliance in the same place as everything else in the group.
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EntityFlo vs. spreadsheets vs. others
Standalone fund administration software rarely talks to corporate governance tools. EntityFlo treats the whole portfolio as one system.
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Because We’ve Done the Work Ourselves.
EntityFlo was built by people who understand the complexity, risk and manual work behind managing corporate groups.
"We went from spreadsheets and email chains to having every entity, every officer, and every deadline in one place. The compliance AI alone has saved us from three potential ASIC penalties."
"EntityFlo's structure charts finally gave our board the visibility they needed. Every ownership chain mapped, every UBO calculated. The lenders were impressed."
"Managing 40+ trusts and companies across three generations was chaos. EntityFlo made it simple. The compliance alerts alone are worth the price."
One flat monthly rate. Scales with your group.
No per-document fees. No per-filing fees. No paywalled AI tier.
The questions buyers actually ask.
Does EntityFlo support managed investment schemes?
Yes. EntityFlo tracks registered and unregistered managed investment schemes with appropriate governance fields, compliance monitoring, and regulatory requirement tracking.
Can EntityFlo manage unit registers?
Yes. EntityFlo provides unit register management including unit allotments, redemptions, transfers, and class-level tracking with complete movement history.
How does EntityFlo handle investor compliance?
Investor identity verification, AML/KYC screening, and professional investor certifications are managed through EntityFlo's verification framework, with automated monitoring of expiry and re-screening requirements.
Does EntityFlo integrate fund entities with the corporate group?
Yes. Fund entities are managed alongside operating companies in the same platform, with unified structure charts, compliance monitoring, and beneficial ownership calculations across the entire portfolio.
Can EntityFlo handle fund-of-fund structures?
Yes. Cross-entity visibility shows relationships between funds, management companies, and holding structures on a single platform.
Manage funds and companies from one platform
Unit registers, investor compliance and fund governance alongside every operating entity in the group. First entity free, forever.