Strategic Cap Table Oversight
A cap table is more than just a record of ownership—it’s a strategic asset that influences valuation, fundraising, and decision-making. Private and startup companies must carefully manage dilution, valuation complexities, and stakeholder equity to sustain growth.
Our experts help you:
Equity Administration & Compliance
Equity administration goes beyond issuing grants—it requires meticulous tracking of vesting schedules, tax obligations, and compliance with regulations like Rule 701 and Section 409A.
Whether your equity program is managed by HR, Finance, or Legal, our team acts as an extension of your internal resources, guiding you through the complexities of private company equity.
We provide hands-on support for:
Stock Plan Administration/Cap Table Management
Managing grants, exercises, terminations, buybacks, and liquidity events with accuracy and compliance.
Liquidity Event Management
Navigating tender offers, secondary sales, and other liquidity events to ensure seamless execution.
Equity Education for Participants
Helping employees understand the present and future value of their equity grants, including new hire education programs.
Global Equity Strategy
Ensuring compliance with international regulations and best practices for global equity management.
Optimizing Equity Compensation Structures
A well-designed equity compensation strategy attracts and retains top talent while aligning with long-term business goals. Properly structuring equity awards minimizes dilution, optimizes tax implications, and prepares for future liquidity events.
We help you design and manage:
- Award structures – Stock options, profit interest units, restricted stock, non-qualified stock options (NSOs), restricted stock units (RSUs), performance-based equity, phantom stock, and stock appreciation rights (SARs).
- Vesting schedules – We’ll help you design a vesting schedule that aligns with both participant expectations and company objectives, ensuring the best structure for your goals (e.g., 4-year vesting, 1-year cliff, accelerated vesting, double-trigger provisions).
- Liquidity strategies – Navigate secondary market sales, share buybacks, and exit planning to optimize liquidity opportunities.
Planning for Growth & Exit
As your company scales, equity administration becomes more complex. Whether preparing for an IPO, merger, or acquisition, strategic planning is key to mitigating risks and ensuring a seamless transition.
Infinite Equity provides expert guidance on:
Preparing your equity plan for public company compliance
Structuring equity awards to minimize friction during an IPO
Managing equity conversions, cash-out scenarios, and tax implications in M&A
Why Choose Infinite Equity?
We are equity experts, not a cap table provider. Our deep industry expertise, hands-on approach, and compliance-driven strategies help private companies manage their stock plans with confidence—at every stage of growth.