With the Pro Forma Chart feature, your team can design and refine future-state entity structures to guide strategic transaction decisions. 

• Model proposed changes to existing structures and update drafts as deals progress
• Export and share charts to gather feedback, drive internal alignment, and make decisions
• Publish approved drafts to automatically create new and existing entities in Atlas

Create a pro forma chart

1. In the left-hand navigation, under Atlas, navigate to the Entities page
2. Select the entity for which you'd like to create a Pro Forma Chart
3. In the upper right corner, select View Structure Chart
4. Within the chart, click the ⋮ button and select Enter Draft Mode

5. Start editing the draft as needed by using the AI Chart Generation feature or modifying manually 

   If using AI Chart Generation:

   1. Click the blue sparkle icon in the bottom right corner of the page
   2. Describe the changes in natural language that you'd like to make to the entity structure and click the arrow 
   3. Review and modify AI generated changes as needed
       

   If modifying manually:

   1. Click the plus (+) icon in the upper-right corner of the page
   2. Click anywhere in the chart to add a new entity 
   3. Enter the entity's title/name
   4. Click the Edit icon to fill in key attributes about the entity and click Apply
   5. Draw a line between the newly created entity and the one to which you'd like to create a relationship
   6. Click on the line and select the Edit icon to edit the relationship details and click Apply
       
6. Repeat these steps to add additional entities 
7. When finished, click Save
8. Enter a name for the Pro Forma Chart and Save once more

Once a Pro Forma chart has been saved, it will be accessible on the Charts tab to continue editing until you are ready to Publish.

Example walkthrough

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.