testmonial-icon-2

Equity Management

409A valuations and cap table management solutions to manage your equity & stock options. Your equity is important to you, your employees, and your investors, but managing it can be complicated. Let us simplify.

plus-icon
Valuations

409A Valuations

When you issue stock or stock options to yourself or your employees, if you do it at a value other than “fair market value” then you are likely creating compensation and income. And we all know… where’s there’s income, there’s tax.

plus-icon
Cap Table Management

Cap Table Management

As your company grows and its capital structure evolves, it is critical that your capitalization table is being managed properly and with complete transparency. Different fundraising and exit scenarios are complex but our modeling tools will provide absolute clarity as you evaluate decisions that will impact your company’s equity.

Over

5000

clients depend on Early Growth

all birds hello fresh credit karma good reads hum quip indiegogo stitch fit Hellosign crunch base Enplug Waverlylabs

Get a quote

It’s as easy as 1-2-3

1
Contact Us

Fill out a contact form so we know a bit about you.

2
We’ll follow up

A team member will contact you to gather some more info and schedule an appointment with a CFO.

3
Get your quote

A CFO will walk you through your needs and prepare a customized quote.

Get Started

What we do

equity-icon Guides

Fundraising
for Startups:

Raising your First Round of Funding

LEARN MORE

Taxess for Startups

LEARN MORE

What to know About Raising Venture Capital Funding

LEARN MORE

How to Prepare for
Tax Season

LEARN MORE

Learn how we can put more time back in your day.