Keep your cap table accurate and up-to-date from your first founding documents to your latest funding round.
Pre-seed founder? Get started free with our Founders Tier.
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Our team specializes in cap table management, making sure that all stock transactions are recorded accurately—whether it’s issuing new stock grants, transferring equity ownership, or repurchasing unvested shares.
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Seamless end-to-end process
We’re here to take care of the entire cap table management process for you. From information gathering to recording the transactions, we handle it all.
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Complete focus
Our focus is entirely on stock administration, which means we're here when you need us. You can count on us to be responsive and timely, so you can make important decisions confidently.
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Cost-effective expertise
Our team is led by a seasoned industry veteran with 15+ years of stock administration experience at top law firms. We’re well-positioned to support you and do so at a budget-friendly rate.
The Founders Tier is free for pre-seed companies with up to five founders on the cap table.
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We build it right
Your incorporation documents, your founder stock, your option pool, all configured correctly in Carta or Pulley before you close your first round or make your first hire.
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We explain how it works
Got questions about SAFEs, dilution, or how any of this fits together? Ask us. No hourly billing, no runaround.
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We grow with you
When your cap table gets more complex, you're already with the team that knows it. Moving to full stock admin is straightforward.
We handle everything related to your cap table. One of the many services we cover is helping you issue and keep track of stock grants. Here’s a peek into how that process works:
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Information Gathering
We collect the equity grant information that needs to be reflected in your cap table directly from your offer letters.
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Cap Table Update
We load your equity grants into your equity management platform and have a second set of eyes review it for accuracy.
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Approval Process
We coordinate board approvals and follow up with employees to make sure they receive and accept the grants.
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Founders Tier Free
For pre-seed companies with up to five founders on the cap table.
Cap table setup and cleanup
Carta or Pulley configuration
Scenario modeling
Founder questions answered
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Stock Admin 399/hour prepaid annually
For startups and growing businesses adding hires, investors, and complexity.
Additional hours beyond the base subscription billed at $450/hour
No, we maintain your equity management platform for you. We would be doing the same administrative tasks that you or your lawyer would be doing.
Yes. At this time our offering is only available for users of equity management platforms. If you are using another product and are interested in Stock Admin, please get in touch.
It's important to remember that we are NOT replacing your lawyers. However, we do perform the administrative tasks that a paralegal or junior associate at your law firm would typically do to manage your cap table. You should retain your lawyers to continue to provide legal advice and drafting of agreements.
When we identify the need for lawyer participation with a particular item, we work side-by-side with your lawyer to get sound advice so you can make a well informed decision.
We cover anything having to do with the management of your cap table. That includes: recording stock or option grants to new hires, seeking board approvals, repurchasing unvested shares when an employee leaves, managing stock transfers, issuing securities to your investors, and more.
Our annual prepaid pricing is determined by your hiring plans. We will tailor a plan based on your projected hiring needs for the next six months. Any additional hours required beyond the base subscription will be billed monthly as needed.
The Founders Tier is free for pre-seed companies with up to five founders on the cap table and no outside investors or employee option grants yet.
When you add your first outside investor or employee option grant, you'll move to a paid stock admin plan. We'll reach out directly to walk you through your options before anything changes.
Yes. We currently support customers who work with Rippling, Gusto, Warp, ADP, Sequoia One, or Justworks.
Learn how the Pilot Portal streamlines communication, offers valuable insights, and saves you time so you can focus on growing your business.
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