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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
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Issue SAFEs, collect signatures, and move money securely on one platform
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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
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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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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Search results
19 entries found
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Founder Education
September 2024
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also cover the differences between membership interests and equity compensation.
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Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs. corporations, and what types of investors are available.
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Limited Liability Companies
May 2024
Multi-member LLCs (MMLLC)
Learn the basics of multi-member LLCs, including the different types, how MMLLCs compare to other business structures, how to pay yourself and your members, and how taxes work.
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Limited Liability Companies
March 2024
LLC distributions
LLC distributions are profits paid directly to the company’s members. Learn about tax implications for single-member and multi-member LLCs.
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Limited Liability Companies
March 2024
Single-member LLC
A single-member LLC (SMLLC) is a company that is owned and operated by one person who receives limited liability protection. Learn how SMLLCs work.
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Limited Liability Companies
March 2024
LLC operating agreement
An LLC operating agreement outlines the ownership and corporate governance of a limited liability company. Learn what to include in your LLC's agreement.
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Limited Liability Companies
February 2024
How to transfer LLC ownership
Learn how it works when a member wants to transfer LLC ownership, including guidelines for how to conduct partial and full transfers.
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Policy
January 2024
Understanding the Corporate Transparency Act (CTA)
Learn about the Corporate Transparency Act (CTA) for private companies, including reporting requirements, filing penalties, and possible exemptions. Download a free compliance checklist to get started.
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Equity Education
January 2024
Phantom equity
Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how phantom equity works.
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Founder Education
October 2023
Tax planning for small businesses
Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.
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Founder Education
July 2023
How LLC taxes work
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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