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From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
Launch
For early-stage founders to manage equity and build their cap table
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Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
SPVs
Form, close, and administer your SPV in just a few clicks
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
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Track tasks, message fund admins, and make approvals-from anywhere
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Private Equity Solutions
The first unified software suite delivering precision and control
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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For early-stage founders to manage equity and build their cap table
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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees
Get the information you need to unlock the power of your equity compensation.
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Popular articles
Special purpose vehicle (SPV)
Learn about special purpose vehicles (SPVs), including what they are, how they work, and how they differ from conventional private funds.
Incentive stock options (ISO)
Learn everything you need to know about incentive stock options, including how ISOs work, tax benefits, and how ISOs differ from other types of equity.
83(b) election
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).
Cap tables
In this article, we explain everything early-stage founders need to know about cap tables, including how to build a cap table, manage company ownership, and prepare for fundraising.
Special purpose vehicle (SPV)
Learn about special purpose vehicles (SPVs), including what they are, how they work, and how they differ from conventional private funds.
Incentive stock options (ISO)
83(b) election
Cap tables
View more
Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
Help your employees understand their ownership incentive awards
Download the guide
Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Founder Education
April 2025
How taxes work for LLCs
Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.
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Liquidity
April 2025
Single-trigger vs. double-trigger RSUs
A double-trigger RSU structure is common, but single-trigger RSUs can have more benefits for employees of late-stage private companies. Learn more.
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Product Education
April 2025
Rule 144
Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.
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Equity Education
March 2025
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
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Equity Education
March 2025
Warrants vs. options
As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?
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Equity Education
March 2025
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
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Founder Education
March 2025
Equity management
As your company grows, equity management can get complex. This comprehensive guide explains the basics of equity management and why it is essential for startup success.
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Data & Research
March 2025
The typical time between VC rounds is shrinking in SaaS and rising in fintech
The median wait time between a seed round and a Series A is much longer today than it was three years ago. At other stages, the difference is even more noticeable—though not in all sectors.
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Founder Education
February 2025
Form 3921
If any of your employees exercised an ISO in the last tax year, your company is required to file Form 3921 with the IRS. Learn how and when to file IRS Form 3921.
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