Org Charts
Who reports to whom, who owns what: two org charts drawn from the contacts you already keep.
Two questions nobody knows where to write down, which end up in a diagram file that is out of date the day it is finished.
The first is the reporting line: a “manager” field on the record, distinct from the company the person belongs to, because working for someone and reporting to someone are two different facts. A subsidiary head who answers to the group director is a real structure: entry flags it, it does not refuse it, and the drawing shows the link with the employer's name under theirs.
The second is ownership: who holds which company, for what share, in which share class, voting or not, since when and where the information came from.
⚠️ The percentage lives on the link, not in the box, which an ordinary tree cannot carry: a company has several holders, each for a share. One hundred percent is never required, because a half-known structure is the normal case for a prospect. What is refused is the closed circle, almost always a holder and a holding swapped round.
Both drawings come out in the same place: a screen you expand and collapse, and a vector PDF in your organization's colours. A structure too deep to fit the page says so, instead of truncating in silence.
Comparable to A diagram tool, without the file that ages the day it is finished
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