How we help.
From fundraising transaction models, to Carta setup and management
Before, during, and after fundraising
Expert Startup Equity Help
Whatever your needs, just drop us a note or book a Zoom chat. We’d love to discuss your project.
We work with startups and SMBs directly or as a bridge between you and your accountant, lawyer, or funding source to assist with all things startup equity related.
Our clients come to us for help understanding and managing their startup’s equity ownership. Sometimes they are brand new founders and simply want equity and fundraising coaching. But we also have long term clients for whom we fully manage Carta, cap table records, corporate legal document files, due diligence requests, and more.
Here are some of the important tasks we can help you with:
Carta-Certified Expert
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.
We set Carta up, update it, and keep it updated as you grow. Raised a round? Issued some Convertible Notes or SAFEs? Granted some Options? Let us create or update that cap table for you.
Not using Carta? Don’t need a cap table just yet? No problem. We work with startups in their earliest days to understand concepts like SAFEs and Convertible Notes. We help founders get the hang of how the startup fundraising lifecycle works.
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.
Fundraising Modeling
Pre-fundraising cap tables to streamline attorney and investor review of your current ownership structure.
Fundraising transaction cap tables (models) to support you, your attorney, your investors, and your investors’ attorneys. We model all levels of cap table complexity, including the basics like SAFEs and Convertible Note conversions, Options exercises, Warrant grants and related derivative issuances, the addition of your Series A investor to your cap table, and more.
All types of equity capitalization-related spreadsheets and models to support you in getting your deal done.
Investor Due Diligence Preparation
Heading into a minor – or major – fundraising round? We help you prepare for investor due diligence by organizing and preparing necessary documents, facilitating data room access, and coordinating information requests.
We help you through the quantitative and qualitative aspects of due diligence reviews. We can even support you during your Quality of Earnings (QoE) review, which we know, first hand, is particularly stressful and burdensome.
Investor Onboarding and Offboarding
Organized, scalable onboarding and offboarding processes are important.
We keep Carta up-to-date with new Options and Restricted Stock Award grants, ESOP updates, valuation changes, and more. If you’re not in Carta, we can help you through the process of collecting all the necessary Options grant forms including checking for issues, like board approvals. We’ll even remind your key stakeholders to file their 83(b) elections!
The same goes for offboarding. We help collect vested Options exercise forms and exercise or terminate grants in Carta, and help with any other equity-related documentation your company requires.
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Investor Meeting and Board Meeting Preparation
Not ready to explain to your friends and family how a SAFE works?
Need help prepping that cap table for your board meeting?
We can clean up your cap table in Carta or Excel in advance of your board meeting, or get you up to speed on pre-Series A fundraising mechanics so you feel ready to discuss your opportunity with your capital sources.
If you’re preparing for a Series A, we’ve got you covered. We can explain how that type of fundraising round investment is typically structured and what to expect in terms of changes to your cap table.
We can also model the dilution a Series A round causes so you know what you’ll own when your fundraising round closes.
General Cap Table Help
It might not be on paper yet, but your cap table exists. Let us help you meet your obligation to maintain an accurate and up-to-date record of your business’s ownership.
We Work With Startup and SMB Founders, and Attorneys
We directly support startup and SMB attorneys by managing Carta updates, organizing data rooms, gathering and indexing corporate governance materials, structuring due diligence reviews, modeling exit term sheets, and more.
less admin work, more growth 🚀
Cap table and Carta help for startups.