Company operations, fundraising, and legal all in one place for $3,000/year.Get Started
In addition to all the features from START and ACCELERATE
Seamlessly adopt a board approved Equity Incentive Plan (EIP) with built-in compliance checks. We’ll walk you through the process of establishing terms and allocating shares.
Track, manage, and issue employee stock options all in one place. Grant options and set vesting schedules in minutes with easy online signatures and board approvals.
With built-in best practices and guardrails, you can feel confident you’re meeting compliance standards and your cap table is ready for investor due diligence.
Getting ready to raise professional investment or hire employees? Make sure you have an Equity Incentive Plan in place.Create my option plan
See the impact a future financing round may have on shareholder ownership with comprehensive round modeling built on your cap table data.
Evaluate the potential impact different exit scenarios will have on shareholder payout and clearly understand what might happen at a range of exit prices.
We’ll guide you through the process of requesting a 409A valuation and getting board approval so you stay protected under Safe Harbor.
With records and e-signatures all in one place along with thorough 409A reports, audits are always stress-free.
Our trusted valuation experts from Preferred Return have issued over 4,000 409A AICPA-compliant reports that consistently endure Big 4 audit, SEC inquiry, and acquirer scrutiny.
Find offices, coworking space, and coffee available 24/7 at your local WeWork, with workplace support and amenities that scale alongside your team.