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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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Form your fund, administer the first close, and execute capital calls in six weeks
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Form, close, and administer your SPV in just a few clicks
ASC 820
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Access capital outside your regular call cadence
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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
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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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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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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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Popular articles
409A valuations
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
An 83(b) election is an IRS form that may allow you to pay taxes based on the value of your equity on the grant date, before it vests. This might lower your tax burden.
Qualified small business stock (QSBS)
The QSBS exclusion is a U.S. tax benefit that applies to eligible shareholders of a qualified small business. Learn more about how QSBS works.
Special purpose vehicle (SPV)
A special purpose vehicle is an alternative fundraising structure that lets VCs invest together in a single company. SPVs may be formed as LLCs or LPs.
409A valuations
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
Qualified small business stock (QSBS)
Special purpose vehicle (SPV)
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Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
LLC Blueprints
Bring the power of employee ownership to your company with this guide on six LLC equity types and how to implement them.
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Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Equity Education
April 2024
Restricted stock awards (RSA)
Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for...
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Equity Education
April 2024
Equity refresh
An equity refresh grant is a stock grant issued to tenured employees. Equity refreshes help retain top performers and...
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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...
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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...
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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...
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Compensation
March 2024
Equity compensation
Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity...
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Equity Education
February 2024
Employee equity in France: understanding BSPCEs
Employee ownership schemes are now available to a wider pool of French workers than ever before, including the most...
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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...
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Equity Education
February 2024
Understanding equity in German startups & the Future Financing Act
Learn about equity management in Germany, including ESOPs and VSOPs, and what startups need to know about the Future...
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