Accounting & Tax Compliance Platform for US Businesses
Cap table management made simple
Cap Table Management | 409A Valuation | 83(b) Filing | Stock Certificate
Cap Table Management
Real-time visibility into your ownership structure. Manage stakeholders, exercise options, and simulate exit scenarios with high-fidelity modeling.
409A Valuation
Audit-ready independent assessments for your common stock. Essential for tax compliance and institutional integrity.
83(b) Filing
Don't miss critical deadlines for early-stage equity grants. We provide automated alerts and streamlined filing assistance for all founders.
Stock Certificate
Digital issuance and cryptographically secure management of stock certificates. Eliminate the need for paper records.
Cap Table Management
Real-time visibility into your ownership structure. Manage stakeholders, exercise options, and simulate exit scenarios with high-fidelity modeling.
409A Valuation
Audit-ready independent assessments for your common stock. Essential for tax compliance and institutional integrity.
83(b) Filing
Don't miss critical deadlines for early-stage equity grants. We provide automated alerts and streamlined filing assistance for all founders.
Stock Certificate
Digital issuance and cryptographically secure management of stock certificates. Eliminate the need for paper records.
Current challenges in cap table management
Managing equity well often requires more clarity, guidance, and connected systems than most tools provide.
Disconnected Cap Tables
Cap table tools require separate signups, adding complexity outside existing financial platforms.
Missing Expert Guidance
Current solutions lack advisory services, leaving businesses without expert guidance.
Fragmented Tax Coordination
Linking cap tables to tax processes requires juggling multiple platforms manually.
Expensive Cap Table Access
Most cap table management tools are expensive, limiting access for startups.
Manage cap tables with clarity & control
Stronger cap table management creates clearer visibility, smarter decisions, and better long-term control.
Expert Advisory Services
Expert Advisory Services
Access professional guidance for managing equity structures and cap tables with ease.
Integrated Equity and Tax Management
Integrated Equity and Tax Management
Simplify tax filings by automatically syncing your cap table with tax management processes.
Shareholder Portal Access
Shareholder Portal Access
Provide each shareholder with secure portal access to view and track their equity holdings.
Transparent Pricing
Transparent Pricing
Enjoy clear, simplified pricing with no hidden fees, making cap table management affordable.
Tailored pricing for your needs
Equity Management Solutions
for equity management
Cap Table Maintenance
Comprehensive cap table management and updates
409A Valuation
Fair market value assessment for equity compensation
83(b) Filings
Election filing for equity-based compensation
Stock Certificates
Generation and management of stock certificates
Take control of your cap table
Keep it clear & investor-ready
We simplify equity management without losing visibility or control.