Equity Administration

Equity administration is the ongoing operational work of maintaining the cap table and managing equity-related processes. It covers processing equity transactions, managing vesting and 409A valuations, generating legal documents, supporting employee questions, ensuring securities compliance, and providing equity data for board meetings, financings, audits, and exits. It's the invisible operational discipline that keeps the cap table accurate as the company grows.

The activities:

Cap table maintenance:

• Record every equity transaction.
• Reconcile cap table software with stockholder records.
• Maintain accurate ownership percentages.

Option grants:

• Board approval workflow.
• Generate grant agreements.
• Send to employees for ...