Operations & Business Services
Services
Business Formation
Starting a new venture can be both exciting and challenging. We provide expert guidance on business formation, helping you navigate the complexities of setting up your business entity. From helping you select the appropriate legal structure, to establishing governance and handling all necessary registrations and compliance, we ensure your business starts on the right foot.
Fractional and Outsourced COO
Effective operations and strategic planning are crucial for long-term success. Our fractional and outsourced COO services are designed to help your business run smoothly and achieve its goals. We source, diligence, and negotiate with vendors on your behalf, build cash management strategies, manage business records, prepare for a capital raise, and much more.
Equity Plan Management
A quality equity incentive plan and clean capitalization table are essential for recruiting and retaining top talent and attracting investors. We offer specialized services in equity plan management, which includes advising on the creation of equity incentive plans, obtaining 409A valuations, assisting with 83b filings, helping manage equity grants, and building a capitalization table.
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Business Formation Guidance
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Legal Structure Selection
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Governance Establishment
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EIN Assistance
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Fractional COO Services
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Vendor Sourcing, Diligence, and Negotiation
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Cash Management Strategy
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Business Record Management
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Operational Optimization
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Performance Management
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Strategic Planning
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Cap Table Management
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409A Valuation Assistance
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83(b) Filing Assistance
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Equity Grant Management