Seamless Equity Management
With years of experience managing equity on platforms like Carta, Pulley, Cake, and others–we help businesses of all sizes streamline administration of their equity plans, all while ensuring compliance and accuracy. Whether working with existing cap table software provider or building equity tracking from the ground up, our expertise will save your team time and money.
Equity Plan Administration
Effortlessly manage the day-to-day administration of your equity compensation plans with our expert support. Whether it’s stock options, restricted stock units (RSUs), employee stock purchase plans (ESPPs), or other compensation plans, we’ll take care of managing all the details—from grant to vesting and everything in between.
Onboarding Services
Whether it’s setting up a cap table software for the first time, or switching from one provider to another, we provide tailored onboarding solutions and expertise with all major cap table solutions. we’ll also ensure that your employees understand the value of their equity, the vesting schedules, and any tax implications - helping them feel empowered and engaged from day one.
Financial Insights & Expense Accounting
Accurate expense accounting is crucial for managing your equity plans effectively. Sundial’s expense accounting services ensure your financial statements are prepared in accordance with GAAP and IFRS standards, helping you stay on track with budgeting and reporting requirements. With our expert guidance, you can make strategic decisions to optimize spending and enhance profitability, all while staying on top of your financial obligations.
