Best tools for PE org charts, cap tables, and filings

Managing entity sprawl across portfolio companies, SPVs, and LPs? Here’s what actually works based on our portco management experience:

Athennian – Best all around for managing cap table + debt tracking, visual org charts, & audit trail. Clean interface.
Carta – Best-in-class for equity, but not for entity lifecycle.
Diligent Entities – Solid compliance and governance history, clunky for PE workflows.
Allvue – Full fund ops suite, but heavy and expensive.
Fundwave – Strong fund accounting, but less on legal structure side.

Buyer fit summary:

Athennian – Ideal for larger deal teams managing SPVs and ownership across jurisdictions.
Carta – Best for early-stage equity tracking; limited on structure.
Diligent – Built for corporate boards and regulatory-heavy shops.
Allvue – Comprehensive fund suite, heavy setup.
Fundwave – Best for fund accounting, not legal tracking.

Hope this is helpful - LMK if you have any q's on any of these.