Services
Equity administration and cap table services for private companies.
Sundial is a human-led equity administration firm. We work as an extension of your finance, legal, HR, or operations team, inside the cap table platform you already use, on one-time projects or ongoing administration.
Core Services
How Sundial can help
Outsourced Equity Administration
Fractional equity administrators who own the day-to-day work behind your cap table and equity programs.
- Cap table maintenance and reconciliation
- Stock option and equity award administration
- Exercises, terminations, and transfers
- SAFE and note conversions
Carta Consulting
Carta administration and clean-up from a team that includes former Carta employees.
- Ongoing Carta administration
- Carta cap table clean-up
- Implementation and migration to Carta
- Financing support in Carta
Cap Table Audits
A complimentary review of your cap table by experienced equity administrators, with written findings and a review call.
- Missing board approvals
- Vesting and option pool discrepancies
- SAFE and note conversion issues
- Practical next steps
409A Valuation Support
Coordination of the 409A process with an independent valuation provider, from information gathering to applying the new fair market value.
Learn more →Startup Equity Legal Services
Introductions to experienced startup attorneys for equity plans, board consents, conversions, and other equity-related legal work.
Learn more →The Cap Table Quiz
A short questionnaire that recommends a cap table platform based on your company's needs and budget.
Take the quiz →Ways To Work Together
No large commitment required.
Use Sundial for a single project, when transactions come up, or as your ongoing equity administrator.
One-time project
A cap table audit and clean-up, a platform migration, or recording a financing and its conversions.
Periodic support
Help with new grants, exercises, terminations, or board approvals as they happen.
Ongoing administration
Sundial owns day-to-day equity administration as a fractional member of your team.
Platform-Agnostic
We work in the platform you already use.
Or help you choose and move to a new one.
- Carta
- Pulley
- Mantle
- Ledgy
- Eqvista
- Qapita
- Cake
- AngelList
- Capboard
- Spreadsheets
Not sure where to start?
Tell us where your cap table stands today and we'll recommend the right kind of support.
Talk to an Equity Administrator