Shared corporate parents
Identify portfolio companies connected through available parent or shareholder records. Keep the source and the relationship type visible.
Corporate & Portfolio Intelligence
Different companies.
A connected picture.
Understand which legal entities in your portfolio are connected. Use recorded relationships to put a company change into the context of the wider group.
Portfolio relationshipsIllustrative example
A SHARED RECORDED SHAREHOLDER
AHAlder Holdings
65% holdingNorthstarManufacturing
100% holdingMeridianComponents
80% holdingWesthavenLogistics
3
supplier records
one connected review
Recorded shareholdings. This example does not establish ultimate beneficial ownership.
Purpose-built company intelligence
Look beyond one company record.
People connections
Explore officer and director overlaps. A name match is a research lead until identity and supporting records establish the connection.
Portfolio review priorities
Bring ownership events and newly available filings into the same review process. Keep unsupported companies and missing relationship records visible.
A practical workflow
Bring relationships into the portfolio review.
Identify the entities
Import company identifiers and preserve your internal supplier or customer references.
Inspect the relationships
Resolve the legal entities and inspect available relationship records.
Compare the portfolio
Group verified connections while keeping ambiguous matches separate.
Record the gaps
Open the affected company reviews and decide whether additional related entities should be assessed.
Evidence and operating boundaries
Make incomplete connections visible.
Example: three suppliers, one parent
Three illustrative suppliers have the same recorded corporate parent. A change to that relationship gives the reviewer a reason to inspect all three.
Counts before exposure claims
Company counts can be shown from the portfolio. Spend, revenue exposure or concentration percentages require customer-supplied figures and agreed calculations.
Coverage is part of the result
Missing ownership data is an explicit gap, not evidence of independence. A shared address alone does not establish common control.
See a concrete deliverable
Explore a shared supplier connection.
The examples use invented company records. Review how findings, supporting excerpts, gaps and proposed actions are presented.
Open a sample review Explore supported eventsYour questions
What to know before you start
Is this an investment portfolio analysis tool?
CompanyDelta focuses on legal entities, company records and corporate relationships. It does not calculate investment performance, asset allocation or trading recommendations.
Does it include every subsidiary?
Only relationships supported by available records can be shown. Assess related-company coverage and enrolment separately; adding one company does not automatically monitor every related entity.
Does a shared director name prove a connection?
No. Names may be duplicated or inconsistent. Review identifiers, dates and other supporting evidence before treating entries as the same person.
Can we calculate supplier concentration?
Company and group counts can support an initial review. Financial exposure requires your own spend or balance data and a defined calculation; the site does not invent those values.
Can we export a review?
The existing workspace supports exports and briefings. Use the sample review packs to assess the output format before agreeing production requirements.
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