fundraising/EXIT support, CAP TABLE AND INVESTOR RELATIONS, AND MORE.
Full-service startup equity support
So you can focus on growing your business
Fundraising and transaction support
We’ve supported founders and attorneys on sales of small businesses, pre-seed through Series B fundraising rounds, and everything in between. Imagine having someone on your team who can efficiently quantify all the deal terms flying around and provide you with context for the process when you need it. That’s us.
A few of the tasks we can help with are:
Pre-fundraising and fundraising round modeling.
Help selecting SAFE and Convertible Notes terms, like Valuation Caps.
Support getting your round set up with an AngelList RUV.
Transaction modeling like pro forma cap tables and waterfalls.
Due diligence and Quality of Earnings (QoE) support.
Equity administration and custom cap tables
We create cap tables for brand new companies, established companies, and companies that have raised tens of million of dollars.
Clear cap tables to help you explain your deal to investors, and keep track of how much equity you have given to advisors, employees, and contractors.
Our clients love that they know who owns what and how current or future fundraising rounds will impact (dilute) the founders and existing Optionees and investors.
Our cap table modeling lets you visualize the impact of fundraising on company ownership (dilution). We create current cap tables, cap table projections, and build and manage your transaction cap table supporting you, your attorney, and your prospective investors during fundraising rounds.
We also help you choose an appropriate SAFE Valuation Cap or Discount.
Carta management
Harness the power of Carta without the overwhelm.
From initial setup to ongoing support, we keep Carta up-to-date and loop you in if we identify discrepancies between your Carta records and your legal docs or actions you or the board have taken.
We manage stock options, warrants, SAFEs, Convertible Notes, seed and Series A rounds, you name it.
Investible Ventures is a Carta-Certified Expert. As a Carta Partner, our clients receive a 20% discount on their paid Carta plan when they sign up for Carta through us.
Top startup equity contractor on Upwork
100% satisfaction rating
Hire us directly, or through Upwork.
Who we work with
Who are our clients?
We work with startup founders and their team, and attorneys to startups and SMBs.
Founders
Startup and SMB founders
We take the pressure off you to keep clean and organized cap table records for you, your cofounders, your attorney, and your investors.
We typically do this in Carta and in Excel, but are happy to use your preferred cap table management solution.
Cap table creation and maintenance
Cap table projections for fundraising or exits
Complete Carta setup, or Carta maintenance
Support preparing for or undertaking fundraising rounds
Help efficiently communicating with your attorney
Attorneys
Startup and SMB attorneys
The private equity and venture capital experience necessary to effectively support startup and SMB attorneys.
Add us as support staff for your law firm to provide Excel modeling and cap table support, manage Carta, and help you manage clients during fundraising transactions.
Think of us like a legal admin but with decades, and hundreds of millions of dollars, of direct transaction experience.
Sophisticated quantitative transaction support
Excel modeling
Cap table development
Carta management
Carta Certified Expert
IV is a Carta Certified Expert.
As a Carta Partner, our clients receive a 20% discount on a new Carta plan when we set them up in Carta.
