Have a larger number of participants? Contact us for a custom package.

 

Choose your plan:

Features

Cap Table Management (Stock and Options)

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Full Plans Administration (Grants, Exercises, etc.)

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RSUs and Warrants

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Waterfall Analysis

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Exit Modeling

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Black Scholes Modeling

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3921 Data Distribution

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Customizable Grant Letters

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Holder Communications Center

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Participant Portal

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Investor Portal

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Services

Data Migration

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409a Valuation Service – 1 Share Class

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409a Valuation Service – 2 Share Classes

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Easy Transition to Transfer Agent Services (Reg A & IPO)

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Upgrade to Full Plans Outsourcing & Trading

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Support Forums

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Telephone and Email Support

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Optional Modules

ASC 718 Expense Reporting

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Board Reporting

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Starter

Free

1-10 participants

  •  
  • Excluded
  • n/a
  • Excluded
  • Excluded
  • Excluded
  • Excluded
  •  

     
  • n/a
  • $1,750
  • $2,500
  • Available
  • n/a
  •  
  • n/a
  • $500/month

Standard

$100/month

25 participants

$5/month for additional participants

  •  
  • Excluded
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  • $1,000 - $2,500
  • $1,750
  • $2,500
  • Available
  • Available
  •  
  • $500/month

Professional

$350/month

50 participants

$5/month for additional participants

  •  
  • Excluded
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  • $1,500 - $3,500
  • $1,750
  • $2,500
  • Available
  • Available
  •  
  • $450/month