Corporate Groups

Ownership Structure
Funds Flow Structure
Banking Structure
Credit Brief

b_340_0_16777215_0___images_Ownership.pngOwnership Structure

Defines the relationships between a group of entities, including Directorship, Shareholding, Trustees, Beneficiaries, Unit Holders, Partners & Sole Traders.

b_340_0_16777215_0___images_Funds-Flow.pngFunds Flow Structure

Defines how funds flow between a group of entities, including Dividends, Distributions, Drawings, Wages, Rent and Loans.

b_340_0_16777215_0___images_Banking.pngBanking Structure

Depicts the lending provided to each entity and the security pledged by each entity.

b_340_0_16777215_0___images_Brief.pngCredit Brief

Provides a 1 page summary of the group’s Industry & Risk assessment, Debt Structure, Debt Servicing ability, Loan Conditions & Covenants and Approvals.

The Debt Structure and Debt Servicing is automatically generated from the information contained in the Banking Structure.

b_340_0_16777215_0___images_Group-Details.pngGroup Details

Summary Group Details enabling easy identification and Detailed Group Details, providing Group Background, Short Term & Long Term Goals, Key Contacts, Management Experience, Customer Return/Profitability, Further Cross-Sell Opportunities.

Tailored Entity Details

Tailored entity details for each entity type. Statement of Position for individuals, P&L and Balance Sheet for corporates, including automatic Ratio Analysis.


Limitless Entities & Relationships

Create structures with any number of entities & relationships. You are only limited by the size of your page.

Automatic Layout

Automatic structure layout saves you time. Choose from 3 of our predefined layouts or lay them out yourself.

PDF of JPG Export

Export your structure as an image to embed in your own documents or create a PDF containing Group Details, Structures, Brief and Entity Details.

Cloud Based Design

The Corporate Group applications are hosted in the cloud, meaning you can access them at any time, on any computes, without the need to install. All you need is an internet connection.

Always the Latest Version

Because the Corporate Group applications are cloud based, you can rest assured that you are always using the latest version, with guaranteed 99% uptime.

Complete Security

We don’t retain any of your data on any of our servers after your session has ended. Simply save your work to your computer to enable you to work on it in the future. Furthermore, all communication between our servers and your computer is SSL encrypted to prevent intruders while you are working.