# entity-org-chart

> Claude/Codex skill by [@junipersquare-public](https://omgskills.com/library/junipersquare-public/index.md) · 3 stars · Updated 2026-08-28

Build an investment-entity org chart for a Juniper Square workspace — boxes and lines, with ownership percentages on every edge. Use when the user says "org chart", "organizational chart", "entity structure diagram", "ownership chart", "ownership graph", "nested entity structure", "boxes and lines", "draw my fund structure", "visualize my entities", "where is investor X invested", "show me Fund Y's structure", "what does Fund Y own", or asks for a roll-up of all positions owned by an investment entity. Use whenever the deliverable is an entity-to-entity (or investor-to-entity) ownership picture, rendered as a stacked-card report or as a roll-up table. Do NOT trigger for fundraise pipeline questions, performance / NAV roll-ups outside an entity tree, or documents / data-room questions.

## Install

```sh
git clone https://github.com/junipersquare-public/plugins /tmp/plugins && ln -s /tmp/plugins/skills/entity-org-chart ~/.claude/skills/entity-org-chart
```

## From README

Juniper Square — entity org chart Renders investment-entity ownership structures as a Juniper Square HTML report. Each fund in scope gets its own card with a Mermaid flowchart and a small metadata block. Three modes: Entity-structure diagram for a Fund — Fund down through sub-entities and SPVs. Investor map — start from a Contact, draw every fund the contact holds positions in. Position roll-up — every position attributable to one fund, direct or indirect, as a sortable table. Defer to: juniper-square-data-model for object definitions (Contact, Account, Offering, Position, Investment Entity, etc.). jsq-report-render for page chrome, brand identity, the template flow, and the pattern library (.brand-row + .head, .badge, table.data, .footnote, etc.). This skill only owns what's specific to drawing entity org charts. Required MCP tools getentity — enumerate / hydrate Investment Entities. getposition — walks ownership in both directions.

## Links

- HTML page: https://omgskills.com/library/junipersquare-public/plugins/skills/entity-org-chart/
- GitHub: https://github.com/junipersquare-public/plugins
- Author: [@junipersquare-public](https://omgskills.com/library/junipersquare-public/index.md)

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