White-Glove Managed Services

 You already pay for cap table software. We're the team that 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 we handle is option grant issuance. Here's what that looks like in practice — most of our work follows this same pattern: collect, approve, execute.

 

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

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

3

Option Agreement Execution & Cap Table Update

We 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, we keep everything running clean. Our team continuously maintains and updates 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, 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
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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, 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 Pulley are excellent at tracking your cap table. They don't issue grants correctly, catch errors before your next raise, or draft the board consents that make everything legally valid. CapTablePro is the team behind the software — 15+ years of law-firm-caliber experience, doing the actual work instead of leaving it to you.