Talk to a cap table OCF expert
Bring whatever you have: a spreadsheet, a Carta export, a verification report full of red. We'll tell you where you stand and what it takes to be ready for a lead investor, an auditor or a banker.
What we cover
Everything the validator flagged
What each finding means in practice, and which ones a diligence team will actually stop on.
The documents you're missing
Board consents, 409A history, side letters: the paperwork that turns numbers into provable facts.
Getting off your current tool
Carta, Pulley, AngelList or a spreadsheet: what transfers cleanly and what needs rebuilding.
What IPO-readiness really demands
Where the bar sits for records, reconciliation and audit trail, and how far you are from it.
Request a review
Send your details and we will email available times. This is not a live calendar.
No pitch deck, no obligation. We'll tell you if you don't need us.
Rather see it for yourself first?
Run the free check on what you already have, or connect your AI assistant and ask it directly.