Never Lose Track of a Fund Entity Again.

    EntityFlo connects every fund entity, SPV and trust in one live record: with UBO calculated through every layer and every obligation tracked.

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    80%
    Less governance admin
    <5 min
    Build your entire group structure
    100%
    Ownership visibility
    ASIC
    Integrated

    Three teams. Three tools. No single view
    across a structure that never stops changing.

    Layered structures obscure ownership

    SPVs inside trusts inside holding companies.

    KYC obligations multiply with every entity

    Each new fund vehicle triggers fresh KYC, sanctions and PEP checks by your verification provider.

    Investor reporting requires clean data

    LPs and regulators expect accurate ownership reports on demand.

    SPV wind-downs create compliance debt

    When a fund exits a position, the SPV needs proper deregistration.

    One OS for legal, finance and compliance
    across every layer of your fund structure.

    EntityFlo manages the full lifecycle of every entity in your fund: from formation and compliance monitoring through to exit and deregistration.

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    UBO calculated automatically
    Ownership chains traced through every layer: companies, trusts, LPs, and partnerships.
    KYC & UBO oversight built in
    EntityFlo surfaces every beneficial owner that needs KYC, PEP or sanctions verification and records the outcomes from your provider (bronID, FrankieOne or manual upload) against each person.
    SPV lifecycle management
    From incorporation to ASIC registration to annual reviews to wind-down.
    Investor-ready reporting
    Structure charts, ownership reports, and compliance summaries generated from live data.
    Multi-fund visibility
    Manage multiple funds and their underlying entities from one dashboard.

    See every layer of the fund.

    Turn complex structures into a current, reviewable record.

    1. 1

      Load fund vehicles

      Add funds, trusts, SPVs and portfolio entities.

    2. 2

      Trace ownership

      Calculate control and UBOs through every layer.

    3. 3

      Track verification

      See KYC status and evidence for each owner.

    4. 4

      Report instantly

      Share current structures and compliance records.

    Five parts. One connected platform.

    Every entity, structure, workflow, obligation and board decision managed in one place, with AI doing the governance work in the background.

    Entity Register

    The single source of truth for your entire group.

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    Structure & Ownership

    Where ownership and control are proven.

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    Governance Workflows

    Every action, from decision to lodgement.

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    Compliance AI

    See the risk before it becomes a problem.

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    Boardroom

    Run the meeting. Complete what comes next.

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    Ready to see your entire fund structure?

    Your first entity is free. No credit card required.

    Book a walkthrough

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