Equity Grant Tracking. Cap table + vesting, always in sync.
Equity is your second-largest comp expense, but tracking it usually lives in spreadsheets that lie. Vesting cliffs missed, repurchase windows blown, 83(b) elections lost, ISO disqualifying dispositions unrecorded. We deploy Carta, Pulley, or AngelList Stack as your equity system of record, migrate the historic cap table, set up grant templates per security class, automate vesting cliffs, and produce employee-friendly equity statements. Comp committee + acquirer-diligence ready.
How we handle Conservation Easement, end-to-end.
A conservation easement is a permanent restriction on the use of land, typically donated to a qualified land trust to preserve the land's natural or open-space character.
Eligibility review
Land must have conservation value: scenic, ecological, historic, open-space, or recreational. We assess whether your land qualifies. Most rural and undeveloped properties do; urban properties rarely.
Land trust selection
Donation must be to a qualified land trust (501(c)(3)). We refer to local and national land trusts (Land Trust Alliance, The Nature Conservancy, regional trusts). They accept the easement and hold the restriction in perpetuity.
Engineering + appraisal
Engineering work documents the conservation value. Qualified appraisal determines diminished land value (the deduction amount). IRS scrutinizes appraisals; we use highly credentialed appraisers with conservation easement experience.
Legal documentation + closing
Easement document recorded with county recorder. Permanent restriction runs with the land. Donor receives appraisal-supported deduction. Coordination with attorney specializing in conservation easements.
A clean handoff, in four steps.
You give us the basics. We handle the state, the IRS, and the compliance clock so you can focus on the business.
A name that's actually available.
Real-time check against the state register, USPTO trademark database, and matching domains.
Filed with the Secretary of State.
We submit your Articles, pay the state fee on your behalf, and return the stamped certificate.
EIN + the right tax setup.
Federal Employer ID with the IRS, plus state tax accounts when your business needs them.
Registered Agent + deadline tracking.
Your agent on file in every state, with every renewal and annual report tracked in one calendar.
Transparent conservation easement pricing.
Government fees pass through at cost. No upsells.
Carta + onboarding
Carta deployed, historic cap table migrated, employee portal launched. Includes 5hr concierge support. Excludes Carta platform fees.
Get startedPulley or AngelList Stack + onboarding
Same scope using Pulley or AngelList Stack (often cheaper than Carta for early-stage). Same migration + setup process.
Get startedConcierge + ongoing admin
Onboarding included + ongoing admin: grants issued, vesting tracked, terminations handled, comp committee prep, audit-ready reports monthly. For Series B+ companies without in-house equity admin.
Get startedAbout the Conservation Easement Service.
Carta vs Pulley vs AngelList Stack vs Shareworks?
What is 83(b) and why is the 30-day clock important?
ISO vs NSO?
How does change-of-control work?
What is a Section 280G parachute payment problem?
Can I do this without a platform?
Recommended add-ons
Most customers add these to keep their business compliant year-round.
Registered Agent
Most orderedRequired for every registered business entity in every state.
Compliance Monitoring
Best valueTrack every annual report, registered agent renewal, and license deadline.
Annual Report Filing
RecommendedAuto-file your state annual report. Never miss a deadline.
Premium compliance, no service-fee markup.
Trust you can verify
SOC 2 Type II audited platform. 220,000+ businesses served. 60-day money-back on service fees. State fees passed through at cost with no hidden markup. Explicit AUP on restricted industries.
A compliance partner, not a transaction
Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.
Premium experience competitors cannot match
Premium positioning, transparent pricing, no service-fee markup on state or federal filings. Premium positioning, transparent pricing, no service-fee markup on state filings.