Entities
Mandates and PoAs tracked by hand and mistakes inevitable
No one really knows who can sign what, or when
Audits trigger document chases and version chaos
Entity data scattered across emails, drives, and Excel, never up to date
Local governance rules change, your system can’t keep up
What Formality changes in practice
Preparing for an audit, JV, or transaction?
Export a complete, audit-ready pack with signatory powers, governance docs, and filings in one click
Onboarding a new SPV or subsidiary?
Upload documents, auto-generate structure charts, set access rights, and flag missing items in minutes
Need to track mandates and signing rights?
Every mandate, PoA, and role is logged with automated alerts before expiry
Answering compliance questions across teams?
Authorized users can access the latest KYC, governance docs, and signatories, without relying on Legal
Integrates with your tools
Outlook
Send board docs and filings to Formality in one click
Microsoft Teams
Get alerts before PoAs or mandates expire, pull the latest KYC instantly
SharePoint & Drive
Sync or migrate entity files without friction
CRM & ERP (via API)
Push signatory powers and registration data into your tools
eSignature
Signed PoAs and approvals auto-filed in the right entity
