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Your outsourced equity team

We partner with finance teams to ensure all employees can maximize the value of their equity compensation.

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Want equity education from their startup*


Companies don't provide sufficient equity details*


Startup employees take personal financial risk to own stock options*

For Startups

We work with finance teams to ensure company compliance while helping employees own their options.

No impact on 409A or capitalization table

Pay back only after an exit event

Preserve upside with ownership

Shareholders can get liquidity

Equity education

Ensure your employees' equity-related questions are answered

  • Employee education session and guides
  • Equity planning tools
  • Expert guidance
  • Exercise and liquidity financing
View program highlights
What our clients say
When we asked our employees about one of the most meaningful financial wellness benefits we could offer, they asked us to help them understand and own their stock options ahead of important events like funding rounds so they know the implications and full cost of exercising their options.
TJ Milani, Chief Financial Officer, Figure

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