COMPANY TRACKER

Designed to provide for the total management of corporate records, this web-based tool enables you to maintain a central repository of corporate records and to have instant online access. With fields that can be customized by the client and interactive tools to track critical dates, Company Tracker is vital for maintaining corporate entity compliance.

Organize your corporate data with
sortable fields:

  • Entity Name
  • Entity Type
  • Domestic Jurisdiction
  • EIN
  • Formation Date
  • Organizational ID
  • Notes
  • Foreign Jurisdictions
  • Qualification Dates
  • Foreign ID Numbers
  • Status (Active or Inactive)

Other pertinent features include:


  • Upload unlimited pdf documents of your choice - Formations, Operating Agreements, Bylaws, Management Agreements, and leases
  • Export your Company Tracker to Excel
  • Compliance Calendar
  • Manage multiple Company Trackers for your various portfolio groups
  • Maintain sensitive Officer, Director, Shareholder, and Member & Manager information by entity
  • Name history and assumed names
  • Authorized Stock and Issued Stock
  • Address Book
  • Deal Projects
  • Search by Name, Organizational ID, EIN, State, etc.
  • Signature Block
  • Custom Fields

Company Tracker is a complimentary service offered to you by TRIAD.