White-Glove Managed Services

How it works

We handle everything related to your cap table. One of the many services we cover is helping you issue and keep track of option grants.

Here’s a peek into how that process works:

 

1

Data Collection

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

2

Approval Process & Option Agreement Execution

We draft a Board consent, coordinate approvals and get your form option agreements signed.

3

Cap Table Update

We issue the option certificate on your equity platform and have a second reviewer confirm its accuracy.

A deeper dive into more services

 

If your company isn’t on a cap table platform yet, we make the transition effortless. Our team manages the full onboarding and ensures everything is configured accurately and hands‑off for you. This offering includes:

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
Untitled - June 08, 2026 at 18.00.41
If you’re already set up on a cap table platform, we keep everything running clean. Our team continuously maintains and updates your cap table so it always reflects the latest activity. This offering includes:

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
Untitled - June 08, 2026 at 17.54.41
If you’re heading into a raise or know your cap table has inconsistencies, our team conducts 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
Untitled - June 08, 2026 at 17.58.32