E2E Stakeholder Management
Every stakeholder handled, from first grant to final exercise. We onboard, document, and offboard each one, and keep your records audit-clean the whole way.
New stakeholder setup and onboarding
Identity consolidation, and standard disclosure packets
Support for 83(b), 3921, and NSO/ISO
Terminations and exercise window enforcement
New stakeholder setup and onboarding
Identity consolidation, and standard disclosure packets
Support for 83(b), 3921, and NSO/ISO
Terminations and exercise window enforcement
Fundraising support
We handle the mechanics so you can focus on closing. We run the modeling, issuance, and post-close clean-up so you can focus on the raise.
Pre-raise dilution modeling
SAFE and convertible note issuance, preferred issuance for Series A
Post-close cap table updates and round-close diligence
Secondary and NPM trade processing
Expert Equity Administration
Grants, vesting, filings, month-end, all done for you, and done right, every time. We take equity ops off your plate.Never get caught unprepared for an audit.
NSO, ISO, RSA, RSU and Phantom grants
Vesting management and acceleration
Month-end and HRIS sync
Board approvals, amendments, repurchases, and more
Cap Table Audit
Walk into your next 409A, raise, or exit with a cap table you can stake the company on. We audit it end to end and fix what's wrong before anyone else looks.
Produce clean equity records the moment investors or auditors ask: no scramble, no spreadsheet archaeology, no surprises in diligence.
End-to-end accuracy review
Error remediation, document attachment, and historical clean-up
M&A and liquidity prep
