AI Service · #10
Entity & Ownership Mapper
See what owns what.
Veridel creates a structured entity map from operating agreements, trust documents, corporate records, tax records, accounting exports, and spreadsheets.
The problem
Family-office structures become difficult to manage when LLCs, trusts, holding companies, operating entities, accounts, and assets are tracked across disconnected documents.
What it does
- Extracts entity names, ownership percentages, roles, beneficiaries, managers, trustees, and related parties.
- Links entities to accounts, assets, documents, advisors, and filing obligations.
- Produces an ownership chart, entity register, and gap list.
- Creates a foundation for reporting, compliance, tax, and estate-planning workflows.
Best for
Offices with complex entity structures, trusts, LLCs, foundations, and operating companies.
Pricing
Entity Mapping Sprint
$7,500 one-time
Entity Core
$1,250/month
Entity Pro
$2,500/month
Entity Enterprise
$5,000+/month