Checkmate Equity - Detailed Services

Detailed Services

A detailed look at our service offerings

first service offering

Premier Onboarding

For companies not yet on cap table management platforms such as Carta, our team will ensure the onboarding process is seamless and hands-off. This offering includes:

Coordination throughout onboarding via phone, video chat, and email
Document collection and filtration
Extraction of data points from documentation to import of company cap table data onto cap table management platform
Input of governing charters
Setting current and historic authorized share amounts per governing charters
Setting current and historic fair market values based upon board resolutions and 409a valuations
Creation of document sets utilizing templated documentation provided
Attachment of document sets or executed documentation to applicable securities
Clearing all health checks
Reconciliation to current cap tables
Preparation of heads-up emails to be sent to shareholders prior to account activation
For Carta customers, drafting board consent for Carta go-live authorizing Carta as transfer agent
Setup of integrations (HR integrations and/or Bookkeeping)
Close out call including a detailed product demo

Drafting new issuances (certificates, equity awards, warrants, SAFEs, convertible notes, etc.)
Heads-up emails to stakeholders prior to issuances
Equity award exercises
Secondary transactions
Stakeholder termination modeling and execution
Board meeting management
Fair market value inputs (board determined and 409a)
Expense accounting coordination
Form 3921 preparation
Monthly cap table reporting
Scenario modeling
Stock Splits
Repricings
Share class conversions
Authorized share amount amendments
Option pool amendments
Account user management
Cap table information sharing management

second service offering

Equity Administration

For companies fully onboarded onto platforms such as Carta, our team will ensure your cap table is always accurate and up-to-date. This offering includes:

THIRD service offering

Cap Table Audit

For companies in need of a cap table audit in the case of an upcoming funding round, known discrepancies, or otherwise. This offering includes:

Verification of cap table data points including:
Security issuances
Board approvals
Fair market value inputs
Historic and current option pool amounts
Historic and current authorized share amounts
Proof of payments
Attached documentation
Detailed audit report outlining red flags and a list of recommended remedies
Upon sign off on our recommended remedies, our team will apply cap table remediation based upon report recommendations

What we are best at

Our Services

Support

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Strategy

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Management

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Events

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Training

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Consulting

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