Entity governance for advisory and client-service firms
Give clients a model. Build a service around it.
Map ownership, trace obligations and put the evidence beside the decision. Deliver the advice, then keep the client’s group model at the centre of an ongoing governance service.
Entities. Obligations. Evidence.Connected in a graph database, not left in separate files.
Every engagement today starts by rebuilding the picture
Before your team advises, it reconciles charts, schedules and agreements. That work consumes more than the delivery budget. It shapes how much of the client relationship your firm can serve.
How the work happens todayWhat your firm has learned to absorb
Reconstruct the entities, ownership and obligations at the start of each engagement.
Every mandate pays an entry cost. Part of the agreed fee funds establishing the facts before your expertise earns its return.
Discover another dependency once analysis or drafting is underway.
Your team absorbs the uncertainty. Rework squeezes margin or forces a conversation about scope, fees and deadlines.
Deliver the advice and close the supporting work into a dossier.
Knowledge accumulates. The groundwork repeats. Years of serving the client do not remove the need to reconstruct its current position.
Another practice starts its own review of the same client.
The next opportunity carries another delivery cost. Expanding the account means funding another team’s familiarisation before it delivers new advice.
The firm knows more about the client after every engagement. Yet the next piece of work still starts with reconstruction.
The structure is the model. Not just a chart of it.
Fuseable stores entities and their relationships in a graph database. Ownership, loans, guarantees and facilities connect to the documents and events behind them. Follow a relationship. Inspect its evidence. Keep the context.
Bring the relationships into the picture.
Connect ownership, loans, guarantees and facilities with the entities they concern. Start from existing charts and schedules, with records that flex across your client book.
Start with their records
PDF
Group structure
Client documents
Connected to Property SPV
XLSX
Entity schedule
Client records
Connected to Property SPV
Connect the structure
Northstar Group
Within each entity
Statutory recordEntity details and officers
OwnershipShareholders, classes and voting
Supporting recordsFiles, events and notes
Put it to work
Client review
Northstar Group
Ownership & obligations
Report promptShow ownership and obligations for this group.Shape the report around the client’s question.
Ownership recordsView
Financial relationshipsView
Supporting documentsView
Companies, LLCs, trusts and funds. Custom fields and entity classes adapt the record to the client.
Follow the connection. Check the evidence.
Inspect recorded relationships and the agreements behind them, so your team can assess implications from connected evidence.
Investigate · Relationship inspector
A connection you can substantiate.
Recorded relationship
Corporate guarantee
GuarantorProperty SPV
guarantees borrowing by
BorrowerUK Operations
Attached to this relationship
Guarantee agreement
Check the supporting record while assessing the connection.
Linked source agreement
The connection and its evidence stay together. Your team assesses the implications.
Keep the understanding useful after the engagement.
Give clients a working picture to return to, with your firm maintaining the relationships and supporting records as the group changes.
Maintain · Continuing stewardship
The engagement ends. The understanding stays useful.
At handover
Leave a working model
The client keeps the relationships and evidence behind the advice, not just the final pack.
When the group changes
Maintain it together
Your team updates the records and reviews the connections with the client.
At the next client review
Return to the understanding
Establish what changed and focus the conversation on the next decision.
Make the maintained model part of your continuing governance service.
Give clients a model they can work with.
Bring the client’s questions into the model your firm maintains. Keep each client organisation separate, with access controlled entity by entity.
JL
Your teamMaintain the model
Admin
EM
Client finance teamWork in their organisation
Selected access
AK
External reviewerSee the records you share
Time-limited
On Property SPV · Client finance director
Does this entity still support the group’s borrowing?
Your advisory team
Let’s review the linked guarantee and the current position here.
Comments anchored to an entity
Northstar Group
Client access
Northstar HoldingsView
UK OperationsEdit
Property SPVView
Other client organisationsNo access
A shared basis for the conversation, with the relevant records beside it.
See the connections behind your next client question.
What this changes
A capability to show in the pitch, use throughout the engagement and offer as a continuing client service.
For your firm
Make the work last beyond the mandate.
Show your approach before the engagement.
Bring the prospect’s structure into the conversation. Show the relationships your team will investigate, not another slide describing your process.
Service more clients from one workspace.
Keep an organisation for each client. Your team works from the relationships and evidence already recorded, instead of relying on a colleague’s memory.
Offer continuing governance.
Maintain the client’s model, manage access and support the next review. Define that work as a service, rather than leaving it inside the last engagement fee.
For your clients
A capability they see. A model they keep.
Know what the decision touches.
Trace ownership, loans and guarantees across the group before agreeing the next step.
Bring the right people into the decision.
Legal, Finance and your advisers work with the relevant entities and records. Questions stay with the data they concern.
Give reviewers the evidence, not the entire archive.
Share selected entities and supporting records with banks and auditors through time-limited access.
Build on the work at the next review.
Return to the model your firm maintains as the group changes. The engagement’s understanding stays available to the client.
“one platform that brings it all together, saving time and making collaboration between Treasury, Tax, and CoSec so much easier.”
One connected client model. More opportunities across the account, without every team rebuilding the foundations.
Put the entities, obligations and evidence established in one engagement to work across your firm. Give the next practice a basis to investigate, a reason to start the conversation and a stronger starting point for its mandate.
The next transaction mandate
Bring the model into the next acquisition or disposal.
Put the client’s established ownership and obligations to work in the next transaction. Give your advisory team a connected basis to scope the mandate and investigate the perimeter.
Guarantee crosses the perimeterRetained group companyOutside transaction scope
Put the prospect’s structure in front of them. Make the connections your team would investigate visible from the first conversation.
Start with the records your client already holds.
A structure chart in a PDF. Entity schedules in a spreadsheet. Build the model around the client’s work, then bring the right people into it.
01
Bring the source records
Structure charts, entity schedules and supporting agreements.
02
Review the connected model
Check entities, ownership and obligations against the source evidence.
03
Put it to work with the client
Set access, investigate the next question and maintain the records.
Your firm controls the access.Separate client organisationsEntity-level view and edit permissionsTime-limited sharingSecurity details
The next client conversation
See the service you’ll put in front of clients.
See ownership, obligations and evidence connected in Fuseable. Explore the client work you want to deliver, from the first pitch to the next review.
A guided demonstration of the platform and its use in your practice. Start with your client use case; bring source documents when you are ready to model the group.
Use it across your practice
A Practice licence across your client book, with separate organisations and access you control.
Introduce a client
Earn 10% of the first contract term when you introduce a client who adopts Fuseable directly.
