.png)
Services
Effortless Cap Table & Stock Admin: Trusted Experts Handling Your Stock Administration
Platform Implementation
Application
If you’re not yet using an equity and cap table management platform, we’ll help you move your data quickly and efficiently. (We may even get you a discount on the software.)
Cap table audit
Application
OVER 90% OF CAP TABLES ARE INCORRECT. We’ll audit your account and cap table to correct the errors and ensure accuracy moving forward.
Securities transactions
Application
Option grants, RSUs, share certificate issuances, transfers, sales, modifications, exercises, you name it. We’ll take care of it.
Stakeholder updates
Application
Terminations, name changes, address and other information updates. When stakeholders and employees have changes, we’ll work with you to create the best process for streamlined updates.
Pro-forma round modeling
Application
Investor term sheets can say a lot, without saying enough. How will your cap table look after the financing round? Do you have SAFEs or Convertible Notes that need to be converted? Pre-money or post-money? We’ll show you and help you understand the financing round’s impact on your cap table.
Financing Reporting / ASC 718
Application
Financial reporting and accounting for equity can be tricky. Most software tools help a ton, but there are often nuances that require an expert. Our team will ensure your expense accounting is correct (yes, even if you need a Monte Carlo calculation).
Stakeholder communication
Application
Do you ever get questions from your employees about equity? We answer these daily! Whether it’s a question about their equity, or a question about the platform, we’re happy to help.
Section 16 Filings
Application
We handle the preparation and electronic submission of Forms 3, 4, and 5 for officers, directors, and 10% shareholders of public companies—accurately and efficiently. Stay SEC-compliant with expert support tailored to your filing needs.
Custom equity assistance
Application
Reach out if you have additional needs on or off Equity and Cap Table management platform that you’d like help with (LLC equity management, phantom stock, unique vesting and plans, etc.) We’d love to discuss additional ways we can help you!
“Chris and the Equity Admin team are valued experts that extend the capacity and skill of my internal team. They are trusted thought partners who have been incredibly responsive and diligent with our everyday needs and on special projects.”
Craig Resnick, CFO - IEX Group, Inc.
.svg){kind=small}