
Athennian
Cloud-based platform that streamlines entity management and automates compliance tasks for legal, tax, and finance teams handling complex corporate structures.
- Pricing
- Subscription
- Built for
- Mixed
- Funding
- Series B · $21M raised
- Team size
- 51-200
- Founded
- 2017
Use cases
Knowledge managementCompliance monitoringDocument summarizationDue diliganceClient intake / triage
Practice areas
Corporate / M&ATax
Company
Athennian (athennian.com) is a company that provides a cloud-based entity management platform designed for legal, tax, and finance teams managing complex corporate structures. Their platform helps organizations optimize corporate governance, ensure compliance, and automate document and data management.
Athennian offers an AI product called Athennian AI, which automates time-consuming tasks in entity management such as data extraction, onboarding, document drafting, and updates. The AI can interpret complex capitalization tables, shareholder agreements, and extract key data from uploaded documents to pre-fill fields for review. The target audience for Athennian AI includes legal, tax, and finance professionals in organizations with complex entity structures, such as corporate groups and law firms.
Use cases in depth
Athennian is an AI-powered entity management and governance operations platform designed for legal, tax, and fund teams managing complex organizational structures. Its main features and functions include:
- Entity & People Records: Centralizes and manages entity details, appointments, addresses, KYC, registrations, and compliance data in searchable profiles.
- Equity & Debt Structures: Manages cap tables, equity and debt transactions, and records across industries.
- Structure Charts: Instantly generates dynamic, real-time charts to visualize ownership, hierarchy, and relationships.
- Controls & Governance: Provides granular permissions, audit trails, and custom fields to ensure data integrity and compliance.
- Document Management: Stores, edits, and automates document templates, supports electronic signatures, and controls access to sensitive documents.
- Appointments/D&O: Records, links, and automates appointments such as directors, officers, powers of attorney, and signing authorities.
- Tasks & Reports: Tracks compliance dates, significant events, and creates custom task lists for activities and milestones.
- Athennian AI: Automates workflows for entity lifecycle changes, onboarding, M&A, and ongoing maintenance, reducing manual data entry and supporting real-time governance questions.
- Enterprise Connectivity: Offers a robust API for integration with other enterprise systems.
- Security & Compliance: Built with SOC 2 compliance, data encryption, and advanced security protocols.
- Guided Onboarding & Support: Uses AI and consulting partners for fast, accurate onboarding and ongoing support.
Athennian is designed for scalability, flexibility, and secure operations, serving corporate groups, private equity, real estate, professional services, and more.
Practice area fit
Athennian primarily supports the Corporate / M&A practice area, focusing on legal entity management, corporate governance, and compliance for organizations with complex corporate structures. It is designed for legal, tax, and finance teams managing corporate records and workflows.
Key features and functions of Athennian include:
- Entity management and corporate recordkeeping
- Document automation and secure storage
- Compliance dashboards and reminders
- Customizable workflows for approvals and tasks
- Organizational chart generation
- Integration with other legal and business tools
- Cloud-based access for collaboration among legal teams.
Security & compliance
Athennian is SOC 2 Type II certified. There is also mention of ISO 27001, PCI, and HIPAA certifications in a data sheet, but the primary certification confirmed on their main security page is SOC 2 Type II. There is no clear evidence from official sources that Athennian is GDPR or CCPA compliant, nor is there explicit confirmation of HIPAA or ISO 27001 certification on their main website pages, though these are referenced in a data sheet. For the most authoritative and up-to-date information, refer to their official security page.