Monitor ownership percentages across the corporate structure

Track ownership information for all types of legal entities

Managing ownership across complex structures – corporations, LLCs, partnerships, and more can be time – consuming. Lextree’s Ownership Management Software simplifies equity tracking in one secure platform. Whether you’re monitoring a single-member LLC or a multi-tiered corporate family, keep all ownership information accurate, consistent, and accessible.

Record ownership changes over time to see which shareholders, members, or partners held equity—and in what amounts. Capture beneficial owners at every stage for compliance, audit readiness, and due diligence. Generate dynamic org charts reflecting up-to-date ownership data—no manual diagramming required.

Incorporate outside investors, owners, and financial institutions

Many organizations juggle both related entities (within the same corporate family) and unrelated parties (individuals, outside investors, or lenders). Lextree helps you manage them all.

Related Entities: Automatically connect parent companies, subsidiaries, and affiliates. Unrelated Entities: Add outside investors, private equity funds, or other institutions. Complete Ownership View: Visualize and differentiate which owners belong to your main corporate family versus external stakeholders.

By maintaining a clear record of both inside and outside owners, you can stay compliant, understand capital structure, and keep your organization prepared for growth or investment events.

Access entity ownership information based on any trait

Filter your ownership information based on any characteristic.

• Ownership percentage threshold
• Acquisition date
• Group membership
• and more

Generate org charts with ownership data

Create an ownership chart from your ownership data. It is quick and easy to generate an org chart from your ownership information.