## A plan for every stage

| Equity Management                       | Launch | Build | Grow | Scale |
| --------------------------------------- | ------ | ----- | ---- | ----- |
| Cap table management                    | √      | √     | √    | √     |
| 83(b) for founders                      | √      | √     | √    | √     |
| Communication center                    | √      | √     | √    | √     |
| SAFE modeling                           | √      | √     | √    | √     |
| Priced round modeling                   |        | √     | √    | √     |
| Deal-ready pro forma                    |        | √     | √    | √     |
| 83(b) electronic filing                 |        | √     | √    | √     |
| 409A valuations and audit support       |        |       | √    | √     |
| Form 3921                               |        |       | √    | √     |
| ISO disqualification checks              |        |       | √    | √     |
| Exit modeling                           |        |       |      | √     |
| Rule 701 disclosure management           |        |       |      | √     |
| Financial reporting(ASC 718 and IFRS 2) |        |       |      | √     |

## Add-ons

QSBS Attestation

Total Compensation

Equity Advisory

Tender Offers