Equity Comp Solutions
Whether you’re issuing stock to founders in a newly formed startup, designing a new equity-based compensation plan for your growing company or need assistance administering an existing plan, we can help, we’re the equity experts.
all things equity
Whether you’re issuing stock to founders in a newly formed startup, designing a new equity-based compensation plan for your growing company, need assistance administering an existing plan, building out your cap table or scenario modeling for your next round, Book+Street can help!
01Cap Table ManagementWe’ll keep track of your equity, from founder’s stock to options, SAFE notes to Series B.
02Cap Table ModelingWe’ll make sure you understand the complexities of your next round, and keep you compliant. We’ve got your cap table covered!
03Stock Plan DesignWe work with corporations and LLCs to design equity-based compensation plans that work. We’ll help you determine the best mix to incentivize your team and drive value.
04409A SupportWe provide comprehensive support to assist your valuation service provider, and if you don’t have one, we can recommend one to you so that awards are priced appropriately.
05Stock Plan AdministrationWe provide a full, outsourced plan administration solution, including tracking plan provisions, recording the issuance of all awards, and tracking grants, exercises, cancellations and forfeitures for your plan participants using multiple platforms to help you grow – from privately held to publicly traded.
Frequently Asked
You've got questions, we've got answers.
Nope. You’ll need a board and shareholder approved plan to issue equity to employees and other key stakeholders. We can help you get and stay compliant with all the rules!
Incentive Stock Options (ISOs) are more tax favored awards, and compliance is critical to make sure your employees keep those tax advantages.
Founders Stock is generally the stock issued in the initial capitalization of the company and is typically not subject to vesting. Restricted Stock can be issued at any time, is typically subject to vesting, and if you don’t file an 83(b) election within 30 days of issuance, it is subject to tax every time it vests.
Not necessarily. You can rely on a valuation for up to 1 year if nothing has changed in the original assumptions used to create the valuation. If you’ve signed a major contract or lost a line of business, for example, your valuation has probably changed and you’ll need a new one.