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.
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.