# Features and services by plan

## Equity management

| Cap table management             | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| Cap table                        | √      | √     | √    | √     |
| Electronic securities             | √      | √     | √    | √     |
| Electronic exercising             | √      | √     | √    | √     |
| Equity plan generation           | √      | √     | √    | √     |
| Security holder management       | √      | √     | √    | √     |
| Transactions auto-update your cap table | √      | √     | √    | √     |

| Compliance                        | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| 83b for founders                 | √      | √     | √    | √     |
| 83b electronic filing            |        |       | √    | √     |
| Form 3921                        |        |       | √    | √     |
| ISO disqualification checks       |        |       | √    | √     |
| Standard 409A valuation and refreshes |        |       | √    | √     |
| Complex 409A valuation           |        |       | Add-on | Add-on |
| 409A audit support               |        |       | √    | √     |
| ASC 718 audit support            |        |       |      | √     |
| Rule 701 disclosure management    |        |       |      | √     |

| Shareholder management           | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| Data room                        | √      | √     | √    | √     |
| Communication center              | √      | √     | √    | √     |
| Board consents                   | √      | √     | √    | √     |
| Board meetings                   |        |       | √    | √     |

| Insights and reporting           | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| Equity reporting                 | √      | √     | √    | √     |
| Fundraising benchmarks           | √      | √     | √    | √     |
| SAFE round modeling              | √      | √     | √    | √     |
| Priced round modeling            |        | √     | √    | √     |
| Deal-ready pro forma            |        | √     | √    | √     |
| Exit modeling                    |        |       |      | √     |
| GAAP Financial Reporting(ASC-718) |        |       |      | √     |
| IFRS Financial Reporting         |        |       |      | √     |

## Features and services by plan

## Equity management

| Financial transactions           | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| SEC transfer agent               | √      | √     | √    | √     |
| Stock exercises and repurchasing | √      | √     | √    | √     |
| Stock transfers                  | √      | √     | √    | √     |
| ACH and wire transfers           | √      | √     | √    | √     |

| System integrations              | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| HRIS integration                 | √      | √     | √    | √     |
| Payroll integration              | √      | √     | √    | √     |

| Support                          | Launch | Build | Grow | Scale |
|----------------------------------|--------|-------|------|-------|
| Premier Support                  |        | √     | √    | √     |

## Add-ons

### Total Compensation

- Send offer letters
- Access salary and equity benchmarks
  - √
- Provide employee comp transparency

### QSBS Attestation

- Annual attestation letter

### Equity Advisory

- Eligibility review
- Compliance support
- 1:1 sessions with Equity Tax Advisors

### Company-wide equity education webinar

- On demand education

### Liquidity

- Tender offers