Partners

BOARD SOFTWARE

Platform that manages board meetings and board members.

LIQUIDITY

Company controlled program to allow shareholders to sell their shares.

FUND ADMINISTRATION

Manage the books and records for portfolio investment companies.

HR AND COMPENSATION CONSULTING

Total reward plan design and compensation assistance, including compensation and equity survey data.

LENDING

Recourse and non-recourse financing against shares owned by borrowers.

PRIVATE TRANSACTIONS AND INVESTMENT BANKING

Brokerage services for individual securities transactions and capital raising for companies.

TAX, LEGAL AND ACCOUNTING SERVICES

Advice from legal, tax and accounting providers, including full-service financial leadership services.

VALUATION PROVIDERS

409A valuation and advisory services.

FINANCIAL EDUCATION

Financial planning and investment portfolio management advice for individuals.

Integrated Private Company Ecosystem – provided globally

Get Started!

We know you have choices when it comes to managing your equity. But we offer the most comprehensive way to manage your stock plan, stay current with your cap table, handle your financial reporting and provide the right tools to your employees (and investors) via the Astrella App so they can go on and see their information and do some planning.