Create a Pro Forma Chart in Atlas

You’ll know you are in Draft Mode by the chart toolbar, which is specifically designed to help you simulate the addition of potential new structures or changes to existing ones. Draft Mode includes new tools like Add Entity cursor that help you add new entities in just a few clicks and draft new potential relationships so your team can choose the best path forward. 

To enter Draft Mode: 

1. Navigate to atlas.ontra.ai
2. In the left sidebar, select the Entities tab

  3. Click into the  entity for which you'd like to create a Pro Forma Chart

  4. In the upper right corner, click View Master Structure Charts 

  5. To start drafting changes, click the kebab menu in the top-right corner and select Enter Draft Mode

Once in draft mode, you can start designing new structures.

1. To add an entity, click the plus box in upper right and title the entity within the box

   2. Hover over the box and click the Pencil icon in the upper right corner to edit the entity details

   3. Enter the entity details, and click Apply

   4. Draw a line between the newly created entity and the one to which you'd like to create a relationship

   5. Click on the line and select the pencil icon to edit the relationship details

   6. Enter the relationship details, and click Apply

   7. Repeat the above steps to add any other needed entities

   8. Once all edits are made to your Pro Forma Chart, click Save in the top right corner

   9. Enter the Name of your Pro Forma Chart, and click Save

The video above walks through an example of how to design a new structure while working in Draft mode. Below are the exact steps demonstrated in the video.

1. While in Draft mode, begin designing a new structure. For this example, the video shows creating two new entities for Atlas Capital Holdings III, LLC.
2. Click the plus (+) icon in the upper-right corner to add a new entity.
3. In the entity box, enter the name Ontra Investment Fund I.
4. Hover over the entity box and click the Edit icon.
5. Enter the following details:
   • Purpose: Fund
   • Tax Treatment: Partnership
6. Draw a line downward from Ontra Investment Fund I to Atlas Capital Holdings III, LLC.
7. Click the connecting line, edit the relationship to Limited Partner, and click Apply.
8. Click the plus (+) icon again to add another entity.
9. Name the entity Ontra Holdings II, LLC.
10. Hover over the entity box and click the Edit icon.
11. Enter the following details:

• Purpose: Holding Company
• Tax Treatment: Corporation

12. Draw a line upward from Ontra Holdings II, LLC to Ontra Investment Fund I.
13. Click the connecting line, set the Relationship to General Partner, set Common Ownership to 100%, and click Apply.
14. Once all updates are complete, click Save.
15. Name the chart Atlas Capital Fund III.