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Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

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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

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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 Venture Capitalists

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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

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Form, close, and administer your SPV in just a few clicks

ASC 820

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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
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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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Finance

Access tools and services from audit-ready valuations to compliance support

HR

Get tailored solutions, from extending offers to answering equity questions

Healthcare

Streamline how you manage equity, stay IRS compliant, and generate reports
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For Companies

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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 LLCs, PE-backed companies, and PE funds to manage ownership

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Launch

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