What Your Company Gains Audit-Ready Accuracy
Every financing round, option grant, and conversion is reconciled and validated, creating a defensible single source of truth.
Compliance Confidence
ASC 718, IRC 409A, and SEC Rule 701 treatment applied correctly across every transaction. No gaps. No surprises.
Flawless Liquidity Events
Tender offers, secondaries, and exits executed with rigor and transparency, minimizing risk and disruption.
Board & Investor Trust
Transparent, defensible reporting designed for boardrooms, investors, and regulators.
Scalable Infrastructure
Systems and processes that grow with your company — ready for global expansion, M&A, or IPO.
Our Approach
Establish Data Integrity
Reconcile and validate every ownership record to eliminate errors before they cause exposure.
Transaction Precision
Manage equity issuances, exercises, buybacks, and transfers with full compliance and documentation.
Liquidity Event Readiness
Structure and execute transactions smoothly, with complete audit trails and participant communications.
Regulatory Alignment
Ensure tax, accounting, and legal standards are applied consistently across the cap table.
Future-Proof Scaling
Build processes that adapt seamlessly to fundraising, global growth, or IPO preparation.
Get Your Cap Table Right Before It Matters Most
Related Resources
Access resources that help private companies refine their equity plans, strengthen compliance, and prepare for the next stage of growth.
Preparing for Public Markets: A Strategic Approach to Equity Planning
From refining your equity plans to ensuring seamless administration and retention strategies, here’s what every company should consider as they prepare for the public markets.
