Professional services
Equity management, backed by expert hands
From full-service administration to guided implementation and consulting, our Equity Professionals help you run equity management with confidence.
Our services
Equity management services for every stage
From implementation to full plan administration, compliance, and training, our specialists help you manage equity with less effort and more control.
Implementation
Get live fast with guided setup for equity, ESPP, Section 16, and broker connections, backed by a dedicated project manager.
Administration
Hand off day-to-day plan administration to our Equity Professionals, so grants, transactions, and participant requests keep moving.
Training
Build in-house confidence with live bootcamps, custom sessions, and participant guides tailored to your plan.
Compliance
ASC 718 expense reporting, Section 16 filings, and audit-ready disclosures, managed by specialists who track SEC, FASB, and IFRS requirements.
Cap Table
Keep ownership records accurate through funding rounds, transfers, and reorganizations, with reconciliation support built in.
Consulting
Get guidance on the right mix of software and administration, broker connections, and SSO setup before you commit.
Request consulting
Please use the form below to request consulting services for your organization. A customer success expert will be in touch regarding scheduling and pricing.
