Explore Our Services
Cap Table Management
Accurate ownership records are essential to every stage of growth. We maintain and oversee your cap table, with expertise in all major platforms, to ensure consistency, clarity, and reliability.
Track equity grants, vesting, exercises, transfers, and buybacks
Maintain clean shareholder and option records
Produce board-, investor-, and audit-ready reports
Equity Administration
Equity plans demand careful, ongoing attention. We support the full administration lifecycle to ensure your equity records remain clear, coordinated, and dependable.
Equity plan modeling and dilution forecasting
Coordinate option exercises and related documentation
Serve as a point of contact for equity-related questions
Audit & Review
Equity records accumulate complexity over time. This review brings a deliberate, methodical lens to your cap table so ownership data is clear, reliable, and ready for scrutiny.
Reconcile cap table platforms with legal documents to ensure accuracy
Identify discrepancies, gaps, or historical issues
Recommend corrections and system improvements
Compliance Support
We provide practical, hands-on support for equity-related compliance, helping ensure required filings and valuation processes are completed accurately and efficiently.
Prepare and file Form 3921 for ISO exercises
Coordinate and support 409A valuation processes
Assist with cap table health checks and compliance reviews
Shareholder & Employee Support
Equity communication requires clarity. We help ensure stakeholder questions are answered accurately, without disrupting your team’s focus.
Educate employees and investors on equity mechanics
Reduce inbound questions for founders and finance teams
Email and video call support for seamless integration to your team
How We Work
Engagements are tailored to your company’s stage and needs, whether that means ongoing equity administration or focused, project-based support. Sundial works as an extension of your team, collaborating closely with founders, finance leaders, legal counsel, and valuation providers to ensure ownership matters are handled with care and consistency.
Our approach emphasizes accuracy, documentation, and clear communication at every stage, so expectations remain aligned and records dependable over time.