Our Premier Onboarding service is for companies that haven’t onboarded onto cap table management platforms such as Carta. Whether you don’t yet have a cap table, your cap table is currently being tracked in excel, or your cap table is with a cap table management platform you want to migrate away from, our team will manage the entire onboarding process. 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 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 correctly reflected.
When it’s time to activate your account, our team will work with you to ensure employees and investors are given proper notice.
Our Equity Administration services are for companies who have already onboarded onto platforms such as 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 your cap table on autopilot.
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.
Our Cap Table Audit service is for companies who aren’t confident of the accuracy of their cap table. Our expert team will conduct the cap table audit to verify that all cap table data points align with transaction documentation and that all issuances were properly board approved. Additionally, our team will audit awards to ensure IRC 409A and ISO $100k rule compliance. At the conclusion of the audit, you will be provided with a detailed report outlining all inconsistencies and recommended remedies. This service is recommended ahead of corporate transactions such as financings, M&A, financial audits, or an IPO.
We'll ensure that all security issuances are consistent with their transaction documentation and properly authorized by the board.
Our equity experts will document any red flags whether the data appears to be missing, incorrect, or non-compliant
You will be provided with a detailed report outlining discrepancies and remedy recommendations at the conclusion of the cap table audit.
Post-audit, our team is ready and available to apply cap table remediation based upon our findings and recommendations
Bundle our services to save 50% off premier onboarding.
