Plans & Pricing for LLCs
Smart. Scalable. Simple.
Core features
Access to everything you need to manage equity
Cap Table Management
- Automated equity tracking
- Multi-entity cap table management
- Electronic securities and exercising
- Track vesting schedules
- Dedicated interest holder portal
- Custom vesting & distribution rules
Tax and Compliance
- Centralize tax documents
- Manage operating agreements
- Distribute K-1s
- Form 83(b) for profit interests
- Compliance and audit readiness
- Advanced compliance add-ons
Insights and Reporting
- Pull reports in clicks
- Track historical ownership
- Investor and board management
- Secure data rooms
- On-demand cap table reports
- Advanced insights add-ons
Full plan overview
Customer support
Expert support and guidance
White-glove onboarding
Manage your cap table
Multi-entity structure
Bulk pricing available
Track ownership
Manage different vesting schedules
Time or milestone vesting for LLC instruments
Interest holder management
Equity plan
Auto-updated cap table
Configure LLC security types
Interest holder portal
Bulk issuance
Look-through ownership
For complex LLCs
Percentage-based ownership
For complex LLCs
Insights and reporting
Equity reporting
ASC 718 US GAAP reporting
ASC 718 US GAAP audit support
Tax and compliance
83(b) for founders and holders
Centralized LLC documents
K-1 distribution
Shareholder management
Data rooms
Integrations
Single sign-on (SSO) for admins
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Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Waterfall Modeling
Run any model with our customizable engine
- Integrated with your cap table
- Easily audit every calculation
- Tailored to your operating agreements
For complex LLCs
Distributions
Accurate distributions without the spreadsheets
- Automated payout calculations
- Individual and historical
- View invested capital balance in real-time
Valuations
Request and receive accurate valuations—fast
- 409A valuations
- Liquidation threshold support
- Profit interest valuations
Financial Reporting
Automated ASC 718 expense and disclosure reports
- Automated, customized reports
- Disclosures and expenses
- Audit support
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FAQs
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