Index Org Chart Builder
Index Invest Index Invest

Internal tool

Index Org Chart Builder

Keep track of our entities, loans, pledges, guarantees, agreements and other documents

Index InvestMicrosoft 365 work account requiredPrivate and confidential
TRUST HOLDING CO OPERATINGLLC · 100% PROPERTYLLC · 75% JOINT VENTURELP · 50% ASSET $ LENDERFACILITY · PLEDGE
Ownership·Loans·Pledges·Guarantees·Agreements

Index Org Chart Builder

StructureFlow extracts and ownership charts from the master file. Everything runs in this browser; nothing is uploaded.

Loading engine…
No master file yetChoose Index_Group_Master_Node_Data_File.xlsx from .Org_data, or drop it here.

Target entity

Scope

Uses your own Claude account. Claude sees your request and the entity names, owners and links it looks up in the master. The extract itself is still built here in the browser.

Show on the chart

Financing, agreements, associations, sales and trust parties (from the Relationships sheet)
Extra fields in the boxes · choose a master file first

Name, status and ownership are always shown, and the type as set above. Ticked master columns are printed inside each entity box. Columns that describe one holding rather than the entity (Unit Class, Number of units, Units As Of, Holder Role …) are not offered.

Choose a master file to list its columns.

Files to create

Title, subtitle and source month · automatic unless you type here
Waiting for the engine to load.

Results

100% 50% 25% Target, LLCHoldings, LLCProperties, LLC also owned here Source: Index Group Master Node Data File
  1. Choose the latest master file.
  2. Pick the target entity and the scope.
  3. Choose what to show and which files to create.
  4. Build, then save the files into Extracted_Org_Data.

The extract is checked automatically (cached values, holders, row numbering) and is only offered when every check passes.

Rules: loading… Engine: Index org-chart tools (Python), running locally in this browser
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