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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
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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
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Empower your team with actionable tax and equity knowledge
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Execute secondary transactions that fully integrate with your cap table
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Get reliable salary and equity benchmarks
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For early-stage founders to manage equity and build their cap table
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Leverage a suite of products and services to support your firm at every stage
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Automate your back office with solutions from scenario modeling to closings
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Form your fund, administer the first close, and execute capital calls in six weeks
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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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View, track, and manage multi-entity LLC ownership or your PE fund
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
ASC 820
Get audit-ready valuations for consistent financial reporting
Cap Table Management
Manage equity plans with diverse vesting schedules and distribution rules
Waterfall Modeling
Run any waterfall model with a bespoke modeling engine.
Valuations
Get audit-ready 409A, liquidation threshold, or profit interest valuations
Financial Reporting
Generate automated and audit-defensible ASC 718 reports
Distributions
Streamline distributions through cap table and waterfall integration
PFA Rules
Free
Learn more about new private fund adviser rules and what these changes mean for your fund
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For LLCs
All Equity Management for LLCs
Track, manage, and view multi-entity ownership structures in one place
Cap Table Management
Manage equity plans with diverse vesting schedules and distribution rules
Waterfall Modeling
Run any waterfall model with a bespoke modeling engine
Distributions
Streamline distributions through cap table and waterfall integration
Valuations
Get audit-ready 409A, liquidation threshold, or profit interest valuations
Financial Reporting
Generate automated and audit-defensible ASC 718 reports
Employee equity guide
Learn how to build an employee equity plan that is right for you
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Help your clients issue equity, keep cap tables up to date, and stay compliant
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Get tailored solutions, from extending offers to answering equity questions
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Streamline how you manage equity, stay IRS compliant, and generate reports
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Get tools and services for an easier and more cost-effective fundraise
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Find the solutions you need to drive your business forward at any stage
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For Venture Capitalists
Providing VCs with an automated back office to help them run funds of any size
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Built for LLCs, PE-backed companies, and PE funds to manage ownership
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Launch
For early-stage founders to manage equity and build their cap table
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Equity Education
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?
Simple agreement for future equity (SAFE)
Preparing to raise funds? Read our comprehensive guide to fundraising with SAFEs -- the pros and cons, terms to know, key definitions, and more.
Why Equity Education is Essential
As people become educated in equity compensation, there's more opportunity for them to unlock value, build wealth, and reinvest it in themselves.
Stock option plan template
Creating a stock option plan is an intimidating process. As you work with your law firm, these example templates can help you demystify it.
Creating inclusive organizations: A conversation from Table Stakes 2020
In this Table Stakes recap, we review Suzy Walther's conversation with Erika Irish Brown, Chris Michel, and Kristy Wallace about diversity and inclusion in the workplace.
Raising capital: A conversation from Table Stakes 2020
Ade Ajao (Base10), Isa Watson (Squad) and Ariel Kaye (Parachute) discuss one of the most unique parts of the founder journey: Fundraising.
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