Topic: Private Equity

Subject: Cap tables and 409a valuations
Fran Melville
Member: 2008
Posts:5
Submitted on 03-27-18 9:00 am
Message:

Hi - Anyone have some input/experience/recommendations on equity management platforms for a start-up company?  My client is past the seed round and ready to issue option grants.  Looking at services like Carta and Capshare.  Any thoughts greatly appreciated.


Fran Melville

 
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Replies
Mike Witkowski
Member: 2017
Posts: 3

Subject: Re:Cap tables and 409a valuations

Submitted on 05-08-18 4:20 pm.
Message:

Hi Fran,


Hope this is not too late, and your client has not made a decision yet. I have just wrapped up year-end and tax filings and only now have time to browse FENG threads. We have taken some tentative first steps with Carta, they offer cap table services, new round modeling, liquidation models, and provide 409a services as well. 


Please contact me directly, if you would like more info, and perhaps a contact at Carta. 


Mike Witkowski


Controller


520-609-5616

 
Fran Melville
Member: 2008
Posts: 5

Subject: Re:Cap tables and 409a valuations

Submitted on 05-09-18 11:34 am.
Message:

Hi Mike - thanks for responding and, no, it's not too late.  I would, though, like to pick your brain a bit.  Mind if I give you a call this afternoon?  If you have a preference for time let me know.


 


Thanks


Fran Melville

 
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