Comprehensive Solutions;
Clear, Affordable Pricing
We provide comprehensive equity administration services ranging from cap table creation to day-to-day management of stock activity. With deep expertise in expense accounting, financial reporting, as well as various equity management platforms, we ensure accurate compliance, streamlined processes, and valuable financial insights to support your business's growth.
Equity Plan Management
Our team handles all aspects of equity plan administration, from managing stock grants, cap tables, and 409A valuations to ensuring compliance and seamless vesting schedule tracking. We support employee engagement with on demand service, exercise processing, and clear grant communication. During mergers, acquisitions, and exits, we facilitate tender offers, secondary transactions, and exit scenario modeling to ensure a smooth transition. With our expertise, you can focus on growth while we manage the complexities of your equity plan.
Onboarding to Equity Platform
Onboarding to equity management platforms like Carta, Pulley, Cake, or Shareworks requires careful data review and organization. Our team collects, sorts, and verifies all equity-related data, ensuring accuracy before seamlessly importing it into the system—and we can work with the system of your choice. We handle everything from migrating cap table information and configuring vesting schedules to onboarding employees and stakeholders with self-service access to their equity details. With our expertise, your company benefits from streamlined grant management, automated reporting, and ongoing support—Let us take the headache out of the onboarding process so you can focus on more important things.
Financial Insights & Expense Accounting
Our team specializes in complex expense accounting and financial reporting to ensure compliance and provide valuable insights into your company’s equity compensation costs. We handle ASC 718 stock-based compensation expense calculations, including fair value assessments, amortization schedules, and tax implications, ensuring adherence to GAAP and IFRS standards. Our expertise extends to dilution modeling, scenario forecasting, and audit-ready reporting, helping you make informed financial decisions. We also generate customized reports for board meetings, investor relations, and regulatory filings, ensuring accuracy and transparency at every stage. With our support, you can confidently navigate the financial complexities of equity administration.
