Manage equity and ownership operations

We can make it easy for companies at any stage to manage their equity and ownership operations.

• Send an offer letter
• Grant equity to new employees
• Manage your cap table
• Generate an ASC 718 report

Organize and secure your documents

Ours is one of the only platforms that provides an automated data room that can instantly organizes your documents and provides customized permissioning allowing you to:

• Simplify the organization of data and documents
• Have one single source of data that is always up-to-date
• Easily share with investors and other stakeholders by updating permissions

Plan and automate your fundraising faster

We can make it easy to save time and money as you finance your company so you can focus on growing your business while saving money on legal fees:

• Get a 409A Valuation report
• Model various scenarios
• Gather all investor signatures as fast as possible in a single portal
• Fully automate your priced round in a connected hub

Improve communication and access with your board and stockholders

Increase investor and board confidence by streamlining communication and providing customized access.

1. Board management
2. Streamlined communication in one hub
3. Customized permissions to easily share data and reports