Checkmate Equity has partnered with Preccelerator to offer our white-glove Premier Onboarding service to Carta Launch eligible clients at a heavily discounted flat rate of $500*. Already use Carta or don't qualify for Carta Launch? Receive 15% off Premier Onboarding, 15% off first year Equity Administration, or 75% off Premier Onboarding when both services are bundled.
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.
