Sundial Equity Administration
Free Offer • Startups

Free Professional Cap Table Audit

Receive a complimentary review of your cap table from former Carta equity administrators. We'll identify potential issues, answer your questions, and provide practical recommendations to help ensure your equity records are accurate and investor-ready.

Complimentary review by experienced equity administrators
Review of your cap table and supporting equity records
Written summary of findings and recommendations
30-minute review call to discuss results
No obligation or long-term commitment

What You'll Receive

Professional ReviewA review of your cap table by experienced equity administrators.
Written FindingsA summary of observations, potential issues, and recommendations.
Review CallA 30-minute walkthrough of our findings with time for questions.
Next StepsClear recommendations for improving your cap table and ongoing equity administration.

Request Your Free Audit

Takes less than a minute.

Please enter your name.
Please enter a valid work email.
Please enter your company name.

We typically respond within one business day.

What We Look For

Common Issues We Look For

Missing board approvals
Incorrect vesting schedules
Missing exercise records
Unrecorded transfers
SAFE or note conversion inconsistencies
Option pool discrepancies
Outdated stakeholder information
Missing supporting documentation
General cap table organization

Every review is different — findings depend on the current state of your company's records.

Who This Is For

Built for growing startups.

Founders

Preparing for growth or fundraising

Get ahead of diligence questions before they come up in a term sheet conversation.

Finance & Operations

Looking for confidence in equity records

A second set of eyes on records you may have inherited or maintained ad hoc.

Companies Changing Platforms

Preparing to migrate or clean up historical records

Understand what needs fixing before moving to a new cap table platform.

How It Works

From request to results.

1

Complete the request form.

2

We'll reach out to learn more about your company.

3

Securely provide access to your cap table and relevant documents.

4

Receive your audit and review call.

Trusted startup equity administration.

Sundial provides outsourced equity administration for startups, helping companies manage cap tables, equity transactions, and ongoing compliance.

Our team has experience supporting hundreds of startup cap tables across platforms including Carta, Pulley, Mantle, Ledgy, Eqvista, and others.

We work as an extension of your finance, legal, or operations team, allowing founders to focus on growing their business rather than managing complex equity administration internally.

Client Feedback

What founders and finance teams say.

Frequently Asked Questions

Common questions about the audit.

Is the audit really free?
Yes. There is no cost or obligation.
How long does it take?
Most audits are completed within several business days after receiving the necessary information.
Will you make changes to my cap table?
No. The audit identifies observations and recommendations. Any additional implementation work would be discussed separately.
What companies is this intended for?
Generally startups from formation through Series A, although we may assist later-stage companies depending on complexity.
What documents will I need?
Typically your cap table, equity records, charter documents, financing documents, and any other relevant equity documentation.

Ready for a second set of eyes on your cap table?

Let our experienced equity administration team review your cap table and identify opportunities to improve accuracy and organization.

Request Your Free Audit