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 stock plan administration, financial reporting, and expense accounting, 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.

Infographic titled "Routine Updates" with icons of a gear and check mark. Text below describes maintaining cap tables, managing stock options, RSUs, and equity grants with real-time updates and accurate vesting tracking.
Stakeholder Support infographic featuring three people icon and text about empowering employees with equity portal and communication on vesting and taxes.
Cap Table Reporting advertisement with icon of person and pie chart. Text: "Provide comprehensive cap table, transaction, and compliance reporting with regular distribution, along with customized reports as needed."

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.

"Data Collection" concept with icon of checklist and text about collecting equity-related data with accuracy.
Migrate Cap Table service advertisement
Infographic with text 'Reconciliation & Go-Live' and description about verifying data accuracy for a seamless transition, featuring an icon of steps with an arrow and checkmark.

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.

Illustration of a document and gear icon with text outlining expense accounting processes, including tracking ASC 718 stock expense and handling stock-based compensation and related accounting aspects.
Illustration of a hand holding a bar chart above the text "Financial Reporting" followed by a description of providing equity statement reports, EPS calculations, dilution modeling, and fundraising impact forecasting.
Infographic on Waterfall Modeling showing a dollar sign and an arrow with an eye icon, describing modeling of exit scenarios from M&A to IPO for shareholder payouts.