We take the time to understand your business so that you have a financial solution designed to help you succeed.
For C corps who are issuing equity through Carta
Prepaid annually. Additional hours beyond the base subscription billed at $450/hr.
Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
For companies that incurred R&D expenses in the US
We charge 2% of your total qualifying expenses.
Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.
Get the peace of mind that comes from partnering with our experienced finance team.