Workplace Benefits for Strategic Partners

Together, we’ll help you better support your companies with streamlined equity management practices and tailored solutions.

Tuned Into Today’s Challenges

In an evolving workplace, new challenges are a constant. Finding the right solutions for your companies starts with identifying the problems organizations like yours are facing today.
Managing Data Across Disparate Platforms
Managing equity and reporting across multiple companies or clients can mean many platforms and several sources of truth. Navigating the ever-changing compliance landscape can be a challenge. But with a single, trusted source of truth, everything from cap tables to 409A Valuations can suddenly be a whole lot simpler.
Meeting the Needs of a Diverse Range of Companies
From startup to IPO and beyond, when supporting a diverse range of companies, there’s no one-size-fits-all approach. Providing comprehensive support to your portfolio companies, especially across multiple jurisdictions, can be a challenge—and getting universally equipped can feel like an uphill battle.
Collaborating While Keeping Control
As ownership structures grow more complex, managing internal and external access—while also maintaining trust and visibility—requires more oversight and collaboration than ever before.
Preparing Your Portfolio Companies to Go Public
In the face of uncertainty, what companies can control is the degree to which they are “transaction-ready” for an IPO or secondary offering. Being proactive about transaction readiness can give a company more agency over future timing of a liquidity event, as well as minimize any delays leading up to the transaction.

Set Your Companies Up for Success

Your companies expect the best from you. Support them with easy-to-implement financial benefit offerings tailored to their unique needs.

Create a Single Source of Truth
Keep cap tables updated, issue option grants, issue digital, uncertificated and hybrid shares and more, all from one cloud-based equity management platform.
Provide Support at Every Stage
Engage your portfolio companies with easy-to-understand financial reporting, global plan management and integrated transactions.
Embrace Flexible Collaboration
Manage access within your firm and at your clients’ organizations, so that all parties can access equity data—in a way that works for everyone.

What We Offer Our Partners

Serve and advise your portfolio companies with a range of equity solutions that adapt to their needs.

409A Valuation Services
Work with an experienced 409A Valuation provider to help companies manage compliance requirements and receive audit-ready valuations all parties can trust.
Liquidity Events
Access tailored solutions and support to help companies run liquidity events with confidence and build a culture of ownership.
Cap Table Management
Simplify cap table management and provide a unified, real-time view for stakeholders with an intuitive digital solution.
Global Intelligence
Transform the way you approach and manage your global equity plans while helping to navigate tax and legal complexities.
Let’s Start the Conversation
Tell us a bit about your needs and a member of our team will reach out.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

We’ll help you find the right workplace financial solutions for you, your employees and your business.

Get In Touch