Precise equity and cap table management
Expert-Led Stock Admin Built for Startups
Get a team fully dedicated to keeping your cap table accurate, organized, and always up to date.
What We Do
We specialize in cap table management, ensuring every equity transaction is recorded accurately — from issuing new stock grants to transferring ownership and repurchasing unvested shares.
How It Works
We manage every aspect of your cap table. One key service we provide is helping you issue and track stock grants.
- Information Gathering
We collect the equity grant details that need to be reflected in your cap table directly from your offer letters. - Cap Table Update
We input your equity grants into your equity management platform and conduct an additional review to ensure accuracy. - Approval Process
We coordinate board approvals and follow up with employees to confirm they receive and accept their grants.
Why We’re Different
We provide dedicated focus to stock administration, giving this critical area the expertise and precision it requires.
Seamless End-to-End Process
We handle the entire cap table management process for you — from gathering information to recording transactions — so everything is accurate and worry-free.
Complete Focus
Our work is dedicated entirely to stock administration. We’re responsive and timely, helping you make important decisions with confidence.
Cost-Effective Expertise
Led by an experienced industry professional with a strong background in stock administration at top law firms, our team provides high-level support at a budget-friendly rate.
Your Books, Our Expertise
Bookkeeping for startups and small businesses, done right.
Our team has deep experience helping companies like yours stay compliant and grow smarter.