Seamless Equity Management, Expertly Handled
With years of experience managing equity on platforms like Carta and Pulley, we help businesses of all sizes streamline administration, ensure compliance, and optimize financial strategy. Whether integrating with existing systems or building equity tracking from the ground up, our transparent, affordable pricing supports your success at every stage.
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 handle all the details—from grant to vesting and everything in between.
Onboarding Services
Smooth onboarding is essential for new employees participating in equity plans. We provide tailored onboarding solutions, ensuring 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 Management
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.
