Vol. II Templates ORG-CHART Available now
The entity chart your lender's counsel reads first.
Editable sponsor-entity org charts for SPVs, holding companies, JV structures, and condominium regimes – in the format lender's counsel actually reads. PowerPoint and PDF variants, with practitioner annotations on common structural patterns.
Definition
What it is
5 patterns
SPV-direct, holdco-SPV, joint venture, master-tenant / OZ, condo regime.
PPTX + PDF
Editable PowerPoint master + branded PDF reference.
$19
$27 retail. 14-day refund.
Audience
Who this is for
Sponsor counsel
Quickly produce a borrower-side entity chart for a financing package. Standardize across multiple sponsor clients.
Sponsors directly
Build the chart yourself for first-pass review with counsel. Reduces back-and-forth and counsel time.
Lender BD + credit
Reference for the structures borrowers will present. Common starting patterns + the variation flags.
LP allocators
Quickly orient on the entity structure of a sponsor's deal during DD. Standardized format makes cross-deal comparison direct.
Inclusion
What's in the file
- SPV-direct structure (single LLC owns property)
- Holdco / property SPV (with REMIC and bankruptcy-remote variants)
- Joint venture (GP/LP, member-managed, manager-managed)
- Master-tenant + OZ-fund structure
- Condo regime + master association
- Lender-counsel checklist per pattern
- Editable PowerPoint master + branded PDF
Reference
FAQ
Is this legal structuring advice?
No. The template provides standard structural patterns and annotations. Entity formation, tax classification, and jurisdictional structuring decisions require qualified counsel.
What about non-LLC structures (LP, trust)?
The patterns are LLC-default but adapt to LP and trust entities with the standard substitution rules called out in the annotations.
Refund policy?
14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly. Email support@valoreregistry.com.
Pricing
Pricing
Retail at release $27
Founders' price (first 14 days) $19
Single ZIP delivery: PPTX master + PDF reference. Free point-update releases for 12 months. Informational only – not legal or tax advice.
Implementation
How to use Sponsor / Borrower Org Chart Pack
Six steps from entity-database population to a lender-ready org chart + diligence checklist. Plus practitioner tips on SPE discipline, guarantor-vs-PFS pairing, foreign-ownership disclosure, trust structures, and the ownership-transfer timing rules lenders enforce.
A. Six steps
- 1
Download the Sponsor Org Chart Pack
You receive five PPTX templates (basic · JV · fund · multi-property · construction) + an XLSX entity database + a diligence checklist. Save into the sponsor file:
OrgChart_<Sponsor>_<Deal>.pptx. This is for OMs / lender submissions — distinct from the AI Team Org Chart deployment asset. - 2
Pick the variant matching your structure
Basic: single GP + LP investors. JV: GP / member structure with operating partner + capital partner. Fund: GP with fund vehicle + LP commitments. Multi-property: one GP holding multiple SPVs. Construction: borrower entity + guarantor + GC + design team. Pick one; archive the others.
- 3
Populate the entity database first
XLSX columns: Entity Name · Entity Type (LLC, LP, Corp, Trust) · State of Formation · Tax ID · Role · Owner · Ownership % · Authorized Signatory · Guarantor (Y/N). Build this completely before drawing the org chart — every box in the PPTX should map to a row in the database.
- 4
Build the org chart from the populated database
In the PPTX: top-level boxes = highest-tier entities (fund vehicle, holding co, top-tier LLC). Middle tiers = intermediate SPVs. Bottom = property-owning entity. Use solid lines for ownership, dashed for control / management. Color-code by entity type (LLC, LP, Corp) for visual clarity.
- 5
Run the diligence checklist before submitting
Checklist (in the pack): EIN for every entity · Articles of Formation for every entity · Operating Agreement or LP Agreement for top-tier entity · Good Standing certificates · KYC for every signatory · UCC searches on borrower + guarantor · litigation searches on principals. Lender will ask for these — having them ready is the difference between a 2-week and a 4-week closing.
- 6
Distribute the PDF + maintain the editable PPTX
Export PPTX to PDF for lender submission. Keep the editable PPTX in the sponsor file; structures change (new equity partners, new SPVs, ownership transfers) and you'll need to redraw quickly. Version:
OrgChart_<Sponsor>_v<n>_<YYYY-MM-DD>.pdf.
B. Practitioner tips
- Special-purpose entity discipline: lenders require the borrower to be a single-purpose, bankruptcy-remote entity. If your structure has commingled assets at the borrower level, that's a closing blocker. Flag it early.
- Guarantor analysis: the org chart shows WHO; the PFS shows WHAT. Both go to the lender together. The org chart establishes the guarantor relationship; the PFS establishes their net worth + liquidity.
- Foreign ownership: any non-US person in the ownership chain triggers FIRPTA + lender review for foreign-asset compliance. Disclose foreign ownership explicitly on the org chart with the entity-formation country.
- Trust structures: irrevocable trusts in the ownership chain need explicit trustee identification + trust agreement disclosure. Lender counsel will ask for the trust agreement; have it ready.
- Multi-property structures: one borrower per property is institutional standard for non-recourse lending. If your structure has one borrower across multiple properties, that's either recourse lending or a specialty facility — flag the structure type.
- Ownership transfers: if any ownership transfer is pending or anticipated within 12 months of closing, disclose to the lender at TS stage, not at closing. Lenders prohibit unauthorized transfers in the loan agreement; getting consent later is harder than disclosing upfront.
C. Scope & limits
- Not a legal substitute for counsel-prepared structure diagrams. The pack templates the structure visually; counsel reviews legal sufficiency.
- Not for tax structuring. Pass-through, REIT election, opportunity-zone overlay decisions are tax-counsel calls; the chart documents the structure after the decision.
- Not for public-company or REIT-level disclosure (10-K format, related-party transaction tables). Built for private CRE deal-level structure disclosure.
- Does not handle multi-fund / multi-vintage GP structures where one GP runs multiple fund vehicles. For complex fund-of-funds or master/feeder structures, build separately.
D. Pairs with
-
Sponsor Diligence Analyst
Agent (forthcoming Q4 2026)
Reviews the org chart + entity database for completeness, red flags, foreign-ownership disclosure, and consistency with the PFS/REO submission.
-
Legal Reviewer
Agent (forthcoming Q3 2026)
Flags structural issues that loan agreements typically restrict (transfer covenants, change-of-control triggers, SPV requirements).
-
PFS / REO Builder
Template (available now)
Org chart shows WHO is the guarantor; PFS shows WHAT they're worth. Both go to the lender together.
-
OM Builder
Template (available now)
The OM's Sponsor section references the org chart structure; the org chart pack provides the visual the OM cites.
-
Lender Checklist
Template (available now)
The org chart + entity-database items are tracked on the closing checklist (KYC, EIN, formation docs, good-standing certs).
Quarterly refresh. Free re-download for 12 months from purchase.
14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.
Or get this in Sponsor Capital-Raise Kit for $179 — save ~8% vs à la carte.See all bundles →
Get the file
Open the Sponsor / Borrower Org Chart Pack.
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