If you’re not yet using Carta, we’ll help you move your data to Carta’s platform quickly and efficiently. (We will even get you a discount on Carta’s software if you no longer qualify for Carta Launch, their free version of the software.)

OVER 90% OF CAP TABLES ARE INCORRECT. We’ll audit your account and cap table to correct the errors and ensure accuracy moving forward.

Option grants, RSUs, share certificate issuances, transfers, sales, modifications, exercises, you name it. We’ll take care of it.

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.

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.

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 modification accounting).

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.

Setting up board consents, combining reports, SOP creation, support with expense accounting, and whatever else you need. We’re flexible and customize our work to your needs.

Reach out if you have additional needs on or off Carta’s 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!

If you need an equity management software, we will get you an exclusive discount with Carta. We’ve closely partnered with Carta to bring the top equity management software to everyone.