Client Success
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Recent activity by Client Success-
Custom Fields
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Where can I export data in PDF format?
Entities > Download reports for a single entity Navigate to the main Entities page and click the desired entity's name. On the Company Info page, click the document icon next to the entity's name....
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February 2020 Release
Creating and managing capitalization tables just got a whole lot easier. Being able to quickly view and manage ownership structures across your multiple entities is the key to operating more effici...
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Changing Your Password
Note: Passwords are required to be at least eight characters long, include a number, a upper & lowercase letter, and a special character. To update your password, simply: Click your name in the ...
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Customizing your Org Chart ( Part 1)
Part 1: Learn how to change the directions in which you view your charts, move nodes to the desired place, & insert formatted relationship lines Changing the direction of your chart: Go to Settin...
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View Historical Ownership
EntityKeeper enables you to maintain historical records of ownership as entities, stock classes, shares, and capitalization tables evolve over time. With these audit trails, you can make informed o...
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How does EntityKeeper handle service of process and legal notifications received on behalf of my entities?
All registered agent services are provided by Continental Corporate Services (CCS). You will be notified immediately by email, mail, and/or phone any time your registered agent receives legal notif...
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Managing Investor Expectations (On-Demand Course)
Course Overview So much emphasis is put on creating the perfect deal, but without the most aligned investors, it can all go sideways. The Art of Managing Investor Expectations is a 4-week course th...
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[Video] Custom Fields
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Where can I export data in Microsoft Excel (.xlsx) format?
Entities > Download company info for all your entities Navigate to the main Entities page listing all your entities. Click the document icon next to "Entities" at the top of the page. Entities > ...