EXPERT CONSULTING

PROFESSIONALEQUITY SERVICES

Get expert guidance for complex equity scenarios. Our certified professionals provide strategic consulting, implementation support, and specialized solutions.

EXPERT SERVICES

SPECIALIZED
CONSULTING

Expert guidance for complex equity scenarios, strategic planning, and specialized implementations

POPULAR
From $5,000
2-4 weeks

Cap Table Cleanup

Professional cleanup and reconciliation of complex or legacy cap tables.

  • Historical data reconciliation
  • Document review and validation
  • Share class restructuring
  • Stakeholder communication
  • Comprehensive audit trail
From $2,500
1-2 weeks

Implementation Support

End-to-end implementation and migration support for new platform adoption.

  • Data migration assistance
  • Platform configuration
  • Team training sessions
  • Workflow optimization
  • Go-live support
From $7,500
3-6 weeks

Valuation Advisory

Strategic guidance on valuations, funding rounds, and equity structuring.

  • Valuation methodology review
  • Funding round preparation
  • Scenario modeling
  • Strategic recommendations
  • Investor presentation support
From $3,500
1-3 weeks

Compliance Review

Comprehensive compliance audit and regulatory requirement assessment.

  • Regulatory compliance audit
  • Filing requirement analysis
  • Risk assessment
  • Remediation planning
  • Ongoing compliance monitoring
From $15,000
4-12 weeks

Custom Development

Tailored development for unique requirements and specialized integrations.

  • Custom feature development
  • API integrations
  • Workflow automation
  • Specialized reporting
  • White-label solutions
From $10,000/month
Ongoing

Strategic Advisory

Ongoing strategic guidance from equity management experts.

  • Monthly strategy sessions
  • Best practice guidance
  • Industry insights
  • Executive briefings
  • Priority support access

MEET OUR EXPERT TEAM

Certified professionals with decades of combined experience in equity management

👩‍💼

Sarah Chen

Lead Equity Consultant

Cap Table Management, Compliance

15+ years
CPASeries 7ASA
👨‍💼

Michael Rodriguez

Valuation Director

409A Valuations, Transaction Advisory

12+ years
CFAASACPA
👩‍⚖️

Dr. Emma Thompson

International Compliance Lead

Multi-jurisdiction Compliance, International Law

18+ years
JDLLMSolicitor
👨‍💻

David Kim

Technical Integration Lead

API Development, Custom Solutions

10+ years
AWS CertifiedGoogle CloudCISSP

OUR PROCESS

Simple, transparent process from initial consultation to project completion

01

Discovery Call

Initial consultation to understand your specific needs and challenges

02

Scope Definition

Detailed project scoping with timeline, deliverables, and pricing

03

Expert Assignment

Match you with the right expert team for your specific requirements

04

Project Execution

Deliver results with regular check-ins and transparent communication

CLIENT SUCCESS STORIES

Real results from companies who trusted us with their equity challenges

The cap table cleanup service was exactly what we needed before our Series A. The team identified and resolved years of accumulated inconsistencies.
Jennifer Walsh, CFO
TechFlow Inc.
SaaS
6-month project timeline reduced to 3 weeks
Expert valuation guidance helped us navigate complex scenarios and achieve optimal equity structuring for our funding round.
Dr. Robert Chang, CEO
BioMed Solutions
Biotech
$50M Series B successfully closed
The multi-jurisdiction compliance review identified critical gaps and provided a clear roadmap for international expansion.
Maria Santos, General Counsel
Global Logistics Co.
Logistics
100% compliance across 12 countries

GET EXPERT
GUIDANCE

Talk to our experts about your equity challenges and discover how we can help.

Certified Experts
Fast Delivery
Guaranteed Results