Checkmate Equity and Carta have teamed up to offer Carta Launch clients our premier onboarding service for free (up to $4,000 in value). To qualify, simply sign up for one year of our equity administration service, starting at $415 per month. Focus on your business. We’ll focus on your equity.
Our Premier Onboarding service is for companies that haven’t onboarded onto the Carta platform. Whether your cap table is currently being tracked in excel, with a Carta competitor, or even if you don’t have a cap table built yet, our team will migrate your company onto Carta. We’ll ensure the process is as hands-off and stress-free as possible while preventing problematic inaccuracies downstream. Simply provide your equity documentation and we’ll take it from there.
We’ll save you countless hours as we review, collect, and sort your equity related documentation and extract all pertinent data points.
Our team will import all of your cap table data onto Carta to ensure your cap table is fully accurate, up-to-date, and complete.
Our experienced team will reconcile your data to verify that the unique aspects of your cap table are reflected correctly on Carta.
When it’s time to activate your account on Carta, our team will work with you to ensure employees and investors are given proper notice.
Our Equity Administration services are for companies already using Carta but don’t want to self manage their account. Our team of experts will create a custom workflow for your business that ensures the management of your cap table is as hands-off as possible. From there, we’ll manage your equity in real time whether you need to issue new securities, reflect terminations, access a custom report, or anything in between. Whatever your cap table needs, we’re here to help. Let Checkmate Equity put Carta on autopilot for you.
We’ll ensure your cap table is always up-to-date through inputting FMVs or option pool amendments, to updating authorized share amounts.
Our team of experts will assist with ensuring your cap table is accounting for all transactions from transfers to stock splits to re-pricings.
Whether you need custom reports, assistance with requesting a 409a valuation, or help with 3921 reporting, we’re here for you.
From terminations to security holder updates to preparing notifications, we will handle all of your stakeholder administration needs.
As a Carta Launch client, get a free premier onboarding (up to $4,000 in value) when you sign up for one year of equity administration. If you’re a paid Carta client (non-Carta Launch), contact us to learn more about additional discounted offers available through our partnership with Carta.
