We collect the equity grant information that needs to be reflected in your cap table directly from your offer letters.
We load your equity grants into your equity management platform and have a second set of eyes review it for accuracy.
We coordinate board approvals and follow up with employees to make sure they receive and accept the grants.
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.
Yes. We currently support customers who work with Rippling, Gusto, TriNet, ADP Workforce Now, Sequoia One, or Justworks.
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