Alethia
What it is
Alethia is entity management software for private equity firms, funds and investment managers. It brings entity records, ownership, documents and compliance work into one system, with structure charts generated from those records and exportable to PDF, PowerPoint and Excel. Its deal pipeline follows six stages and can create a draft holding entity at Heads of Terms. The Foundation funds-flow workflow checks whether sources and uses reconcile, then requires approval from someone other than the preparer before release. KYC requests are organized into requirements with proposed answers and identified sources; a person must approve each answer. Alethia records bank accounts, signatories and mandate controls, but does not move money or display live payments. Entities and key fields can be imported from CSV. All plans require two-factor authentication and record material changes in an append-only audit trail. A free plan covers up to five managed entities. Registry is listed at £1,000 per year, billed yearly at £12,000; paid plans require a 12-month commitment and prices exclude VAT. The product is available on web and through an API.
For and against
For
- Structure charts export to PDF, PowerPoint and Excel.
- Six-stage deal pipeline can draft a holding entity.
- KYC answers identify sources and require approval.
- Every plan requires two-factor authentication.
- CSV import supports entities and key fields.
Against
- Free plan is limited to five managed entities.
- Registry is listed at £1,000 per year, billed yearly at £12,000.
- Paid plans require a 12-month commitment.
- Does not move money or show live payments.
The verdict
Alethia combines entity records, ownership, documents and compliance workflows, with checks requiring human approval. Consider its five-entity free-plan limit and the stated Registry commitment and billing details when assessing fit.
Who it suits
Alethia suits private equity, real estate investment and fund managers, as well as corporate services, finance, legal and compliance teams managing entity records and ownership structures.
Plans and prices
Free
Maximum 5 managed entities
Read 30 Sep 2026 · alethiahq.com
Registry
100 active managed entities included · £10/month for each additional entity
Read 30 Sep 2026 · alethiahq.com
Enterprise
100 active managed entities included · £15/month for each additional entity
Read 30 Sep 2026 · alethiahq.com
Governance
100 active managed entities included · £12.50/month for each additional entity
Read 30 Sep 2026 · alethiahq.com
On the record
- AI and data
- AI proposes answers or drafts for human approval; workspace data is not used to train third-party models or sent to translation tooling.alethiahq.com · read 30 Sep 2026
- API limits
- The Enterprise REST API allows 1,000 requests per key per 15 minutes; properties and fund commitments are read-only through the API.alethiahq.com · read 30 Sep 2026
- Bank mandates
- Alethia records bank accounts, signatories and mandate controls, but it does not move money or show live payments.alethiahq.com · read 30 Sep 2026
- Certifications
- Alethia states that it does not yet hold a SOC 2 or ISO 27001 certificate.alethiahq.com · read 30 Sep 2026
- Deal pipeline
- The pipeline tracks deals through six stages and can create a draft holding entity at Heads of Terms.alethiahq.com · read 30 Sep 2026
- Funds flow
- The Foundation workflow checks that sources and uses reconcile, and a person other than the preparer must approve release.alethiahq.com · read 30 Sep 2026
- Hosting
- Database records and uploaded files are stored in Google Cloud's London region (europe-west2), and application servers run in Vercel's London region (lhr1).alethiahq.com · read 30 Sep 2026
- Import
- Entities and key fields can be imported from a CSV.alethiahq.com · read 30 Sep 2026
- Integrations
- Enterprise includes Google Workspace and Microsoft Entra ID directory sign-in, SCIM provisioning, API keys, webhooks and integrations.alethiahq.com · read 30 Sep 2026
- Intended users
- The product is built for private equity firms, real estate investment managers, fund managers, and corporate services, finance, legal and compliance teams.alethiahq.com · read 30 Sep 2026
- KYC
- Incoming KYC requests are broken into requirements with proposed answers that identify their source, and a person must approve each answer.alethiahq.com · read 30 Sep 2026
- Product
- Alethia is entity management software for private equity, funds and investment managers, keeping entity records, ownership, documents and compliance in one system.alethiahq.com · read 30 Sep 2026
- Security
- Two-factor authentication is required for every user on every plan, and material changes are written to an append-only audit trail.alethiahq.com · read 30 Sep 2026
- Structure charts
- Structure charts are generated from entity and ownership records and can be exported to PDF, PowerPoint and Excel.alethiahq.com · read 30 Sep 2026
- Support
- Every plan includes onboarding, help moving an existing register and email support; Governance and Enterprise add dedicated onboarding.alethiahq.com · read 30 Sep 2026
