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From issuing early equity to IPO, build and scale your business on one platform
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Issue, track, and process payments for your company's equity securely
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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
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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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Find the solutions you need to drive your business forward at any stage
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Providing VCs with an automated back office to help them run funds of any size
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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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Search results
24 entries found
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Investors
March 2025
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.
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Equity Education
March 2025
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.
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Equity Education
February 2025
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).
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Educational Essentials
February 2025
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.
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Investors
January 2025
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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Equity Education
November 2024
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
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Employee Resource Center
October 2024
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
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Educational Essentials
September 2024
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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Educational Essentials
September 2024
Advisory shares
Learn what advisory shares are, how they work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
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Educational Essentials
August 2024
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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Investors
April 2024
Carried interest
Carried interest is how private equity firms compensate and incentivize their general partners. In this article, we'll explain how carried interest works.
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Educational Essentials
April 2024
Stock options
Learn about the different types of stock options companies use to compensate employees: incentive stock options (ISO) and non-qualified stock options (NSO).
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