White-Glove Managed Services

You already pay for cap table software. I'm the one who actually runs it — issuing grants, catching errors, and keeping everything audit-ready, so nothing falls on your plate."

How it Works

One of the many things I handle is option grant issuance. Here's what that looks like in practice — most of my work follows this same pattern:

collect, approve, execute.

 

1

Data Collection

I pull the option-grant details directly from your offer letters to ensure your cap table reflects them accurately.

2

Approval Process

I draft and coordinate execution of your Board consent to approve the grants

3

Option Agreement Execution & Cap Table Update

I coordinate the execution of your stock option agreements and record them onto your option ledger and cap table.

 

See the full range of services below — this is just one example. 

 

A deeper dive into more services

 

If you’re already set up on a cap table platform, I keep everything running clean. I continuously maintain and update your cap table so it always reflects the latest activity, including:

Complete Equity Administration

    • Drafting new issuances (certificates, equity awards, warrants, SAFEs, convertible notes, etc.)
    • Stock Option exercises
    • Secondary transactions
    • Stakeholder termination modeling and execution
    • Board meeting and consent management
    • 409a coordination
    • Expense accounting coordination
    • Form 3921 preparation
    • Scenario modeling
    • Stock Splits
    • Repricings
    • Share class conversions
    • Authorized share amount amendments
    • Option pool amendments
    • Account user management
    • Cap table information sharing management
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If you’re heading into a raise or know your cap table has inconsistencies, I conduct a full audit to get everything clean and investor‑ready. This offering includes:

Cap Table Audit

    • Verification of cap table data points including:
      • Security issuances
      • Board approvals
      • Fair market value inputs
      • Historic and current option pool amounts
      • Historic and current authorized share amounts
      • Proof of payments
      • Attached documentation
      • Detailed audit report outlining red flags and a list of recommended remedies
      • Upon sign-off on our recommended remedies, our team will apply cap table remediation based upon report recommendations
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If your company isn’t on a cap table platform yet, I make the transition effortless. I manage the full onboarding and ensure everything is configured accurately for you, including:

Cap Table Platform Onboarding

  • Document collection and filtration
  • Import of data onto cap table management platform
  • Input of governing charters
  • Setting current and historic authorized share amounts per governing charters
  • Setting current and historic fair market values
  • Creation of document sets
  • Attachment of documents to applicable securities
  • Clearing all health checks
  • Reconciliation to current cap tables
  • Preparation of heads-up emails to be sent to shareholders prior to account activation
  • Setup of integrations (HR integrations and/or Bookkeeping)
  • Close out call including a detailed product demo
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 Why Not Just Use the Software Alone? 

Carta and other software platforms are excellent at tracking your cap table. But they don't draft board consents, issue grants and catch errors for you before your next raise. I'm the expert behind the software — 18+ years of equity administration experience, doing the actual work instead of leaving it to you.