If you run more than one company, hold property in a separate entity, or share a business with partners, the ownership picture lives in your head and a few scattered documents. This company ownership map gives you one clear chart that shows who owns what and how every company connects, so you can hand a clean answer to the bank, your accountant, or a new investor in minutes instead of days.
Built on Taskade, the map turns a tangle of holding companies, shares, and partner splits into a single picture anyone can read. No legal jargon, no spreadsheet maze.
What's Included
- Ownership Org Chart: every company, partner, and stake on one chart in the Org Chart view, with parent companies on top and the businesses they own branching below.
- Entity Records: a connected project for each company holding its legal name, ownership percentage, and registered address, linked to the people and companies that own it.
- Cap Table: a clean list of owners and their share of each business, with a USD Currency field so investment amounts add up automatically.
- AI Agent: ask it plain questions like "who owns more than 25 percent of this company?" or "which entities does this partner have a stake in?" and get a straight answer.
- Automation: when you update an ownership percentage, the chart and the cap table stay in sync, so your records never drift apart.
How To Use
- Clone this template into your workspace.
- Add each company as an entity record, then link parent owners to the businesses they hold so the project views draw the structure for you.
- Fill in ownership percentages and any investment amounts in the cap table.
- Set permissions so your accountant and lawyer can view the map without editing it.
- Ask the AI agent "show me everyone who owns a stake in this company" and export a clean ownership summary for the bank.
Browse the Community Gallery for more operator templates, or build a custom version from a prompt with Taskade Genesis.