Cap Table Management
AltShare’s Cap Table Management solution redefines the way VCs and startups manage their cap tables – keeping more accurate records of ownership over time, planning financing rounds, and saving time and money from seed to M&A or IPO.
Create in Minutes – From the startup planning stage, through capturing early employee and found ownership, though negotiating investments.
Always Updated – Updated automatically whenever electronic securities are issued, or a round of financing is raised.
Simple Management – Easy to track start dates, strike prices, grant amounts and vesting schedules, along with graphical displays of vesting graphs.
Up-to-Date 409A Valuation – Rapid and up-to-date 3rd party 409A valuations, customized to your company’s unique business model and sector.
Incentive Plan Administration
- serve as administrator and trustee for employee
- include management of incentive plan database
- preparation of personal grant letters
One-Click 409A Valuations
- one-hour completion of 409A valuation analysis
Waterfall and Scenarios
- enables simpler and faster modeling of multiple scenarios
- analyze and understand how different scenarios
- enables simple and streamlined calculation of expenses for financial reporting
102 Trust Services
- 102 trustee for equity-based compensation plans for employees
Mergers & Acquisitions
- wide range of Merger & Acquisition services
Corporate Restructuring and Tax Trust Services
- including corporate inversion, spinoffs, complex reorganizations and more
IPO and 15C Lockups
- oversee and ensure the implementation of restriction and lock-up rules for new or existing shareholders
Escrow Agent Services
- serves as an objective third party escrow agent
- valuate companies in just minutes, from seed to post-IPO
- one-stop business valuation solution
- performs valuations based on multiples of comparable companies in all industries