How services work
Use what you need, when you need it.
No mandatory retainers. No all-or-nothing packages. Pay for the bits you want us to run.
- 01
Scoped
every engagement has a defined outcome.
- 02
Platform-native
our team lives in the same studios you do.
- 03
Senior, expert-first. You talk to people who have designed thousands of plans.
- 04
Confidential
governance, disclosure and board material treated accordingly.
The service catalog
Six ways we help.
From the first workshop to the last audit footnote. Pick one. Pick all. Combine as you grow.
01
Plan Strategy
Benchmarks, market data, and pre-decision analytics.
Learn more02
Plan Design
Structuring incentive programs from scratch.
Learn more03
Plan Administration
The day-to-day: grants, vesting, exercises, taxes.
Learn more04
Board & Governance
Committee material, policy, disclosure.
Learn more05
6039 / S16 Reporting
Public-company regulatory reporting.
Learn more06
Professional Services
Everything bespoke: valuations, audits, migrations.
Learn moreHow to choose
Not sure where to start?
Most teams start with Plan Design or Plan Administration, because those are the two places ownership breaks first.
Book a short call. We'll tell you honestly what you need, and just as honestly what you don't.