Equity Administration, done carefully and correctly.

Sundial supports startups and private companies with cap table management, equity administration, and compliance — so ownership stays clear and accurate as you grow.

What we do:

Cap Table Management

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Equity Plan and Award
Administration

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Cap Table Audits &
Clean Up

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Onboarding to Cap Table Platform

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Equity is too important to manage casually.

Cap tables and equity plans touch every major moment in a company’s life — financings, audits, employee decisions, exits. When records are messy or processes are unclear, the risk compounds quickly.

Sundial exists to bring structure, accuracy, and calm to ownership management — before small issues become expensive ones.

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Why Sundial?

  • We work across all major cap table management platforms and adapt to your existing setup.

  • Experience reviewing and updating hundreds of cap tables for startups and private companies.

  • Expert, dedicated equity administration without the overhead of adding internal headcount or outsourcing to big law firms.

  • "Wow! Absolutely incredible. Deep knowledge about equity administration in general and Carta in particular. Often this is expertise that doesn't exist (even if you think it does!) with legal and finance teams. Getting an audit and help with ongoing management from Elliot and the team is a no brainer. Thank you for your help!"

    - DosedDaily, Inc.

  • "Sundial was instrumental in helping us set up Carta and properly structure and issue shares to both investors and employees. Extremely knowledgeable, responsive, and proactive throughout the process, and made what could have been a complex and stressful undertaking feel straightforward and well-managed. I’d highly recommend to any founder navigating equity, cap tables, or early-stage corporate setup."

    - Streetteam Group, Inc

  • Sundial provided knowledgeable, efficient support and quickly identified a solution that fit our needs. Their deep familiarity with cap table platforms and thoughtful approach made the process straightforward and effective

    - Client Review, Carta User