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  • Equity management
    Companies
    Cap Table Management
    Track, issue, and report equity with a single source of truth for founders, investors, and employees.
    ESOP Management
    From grant issuance to tracking exercises and exits, our platform ensures accuracy, compliance, and transparency at every stage.
    ESOP Advisory
    Design, manage, and communicate employee stock plans with clarity and confidence.
    Valuations & Audit Support
    Independent, audit-ready valuations from qualified experts — no shortcuts, no surprises.
    Liquidity Programs
    Tailored guidance to design equity strategies that align with your company’s goals and stage.
  • Fund management
    Funds
    Fund Administration (Platform)
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Valuations
    Automate IFRS 2 reporting – compliant valuations with reliable, investor-ready insights.
  • Fund management
    Fund management
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Portfolio Valuations
    Automate ASC 820–compliant valuations with reliable, investor-ready insights.
    Fund Portfolio Valuations
    Automate ASC 820–compliant valuations with reliable, investor-ready insights.
  • Fund management
    Fund management
    Fund Administration
    Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
    Fund Portfolio Valuations
    Automate ASC 820–compliant valuations with reliable, investor-ready insights.
Companies
Funds
Fund management
Fund management
Companies
Cap Table Management
Track, issue, and report equity with a single source of truth for founders, investors, and employees.
ESOP Management
From grant issuance to tracking exercises and exits, our platform ensures accuracy, compliance, and transparency at every stage.
ESOP Advisory
Design, manage, and communicate employee stock plans with clarity and confidence.
Valuations & Audit Support
Independent, audit-ready valuations from qualified experts — no shortcuts, no surprises.
Liquidity Programs
Tailored guidance to design equity strategies that align with your company’s goals and stage.
Funds
Fund Administration (Platform)
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Valuations
Automate IFRS 2 reporting – compliant valuations with reliable, investor-ready insights.
Fund management
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Portfolio Valuations
Automate ASC 820–compliant valuations with reliable, investor-ready insights.
Fund Portfolio Valuations
Automate ASC 820–compliant valuations with reliable, investor-ready insights.
Fund management
Fund Administration
Simplify fund operations with real-time visibility, compliance, and seamless investor reporting.
Fund Portfolio Valuations
Automate ASC 820–compliant valuations with reliable, investor-ready insights.
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2025

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Offerings
CapTable Management
ESOP Management
ESOP Advisory
409A Valuations
Valuation and Audit Support
Liquidity Programs
Fund Administration
Fund Valuations
IPO Preparation
Valuations
ESOP Trust Formation and Trustee Services
ESOP Tax Guides
Fund Administration
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