Overview
ORCA’s dynamic Structure Chart allows you to "blend in" different types of information, including various Roles and Mandates. This feature enables you to visualize an entity’s or person’s full scope of connections beyond just economic ownership.
Understanding Roles and Mandates in ORCA
All roles and mandates, such as Board Members, Trustees, Settlors, Managers, GP/LP, and more are tracked and attached to the relevant entities or persons within the ORCA App.
- Display on Card: By default, these roles are not always visible. The display of roles and mandates on a card must be switched on manually within the chart settings, unless the preference is already part of a Saved View.
- Visualization on Chart (Show as a line): For certain complex relationships, especially in trust or ownership structures, you can use the "blend in" functionality to display the role itself as a visible line or connection in the structure chart.
Blending in Roles as a Line
For PE Firms and Fund Structures
For Private Equity and Venture Capital structures, visualizing the distinction between management and capital is essential. You can blend in the General Partner role to clearly show which entity holds management and liability responsibilities. Similarly, visualizing Limited Partners as lines clarifies the investor pool and their specific connection to the partnership, even in complex multi tier fund of funds structures.
Efficient Setup for PE: You can create ownership for a limited partner in one single sentence instead of creating the ownership and the LP role separately. Simply go to the structure and create a sentence such as: "Richard Miller" is a limited partner (with interest) in Miller Fund SPV. This automatically creates both the ownership stake and the limited partner role for that individual.
For Trust Roles
You can blend in additional trust related roles, such as the Settlor, Trustee, or more of a trust, directly onto the chart. This functionality is key for visualizing the full "chain of events" and succession mechanisms for entities like trusts, foundations, and insurance.