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Equity & payroll
Cap table + grants · always synced

Equity Grant Tracking. Cap table + vesting, always in sync.

Equity is your second-largest comp expense, but tracking it usually lives in spreadsheets that lie. Vesting cliffs missed, repurchase windows blown, 83(b) elections lost, ISO disqualifying dispositions unrecorded. We deploy Carta, Pulley, or AngelList Stack as your equity system of record, migrate the historic cap table, set up grant templates per security class, automate vesting cliffs, and produce employee-friendly equity statements. Comp committee + acquirer-diligence ready.

Deploy equity stack
All 50 states + DC 60-day money-back SOC 2 Type II
How it works

How we handle Conservation Easement, end-to-end.

A conservation easement is a permanent restriction on the use of land, typically donated to a qualified land trust to preserve the land's natural or open-space character.

1

Eligibility review

Land must have conservation value: scenic, ecological, historic, open-space, or recreational. We assess whether your land qualifies. Most rural and undeveloped properties do; urban properties rarely.

2

Land trust selection

Donation must be to a qualified land trust (501(c)(3)). We refer to local and national land trusts (Land Trust Alliance, The Nature Conservancy, regional trusts). They accept the easement and hold the restriction in perpetuity.

3

Engineering + appraisal

Engineering work documents the conservation value. Qualified appraisal determines diminished land value (the deduction amount). IRS scrutinizes appraisals; we use highly credentialed appraisers with conservation easement experience.

4

Legal documentation + closing

Easement document recorded with county recorder. Permanent restriction runs with the land. Donor receives appraisal-supported deduction. Coordination with attorney specializing in conservation easements.

What we'll set up for you

A clean handoff, in four steps.

You give us the basics. We handle the state, the IRS, and the compliance clock so you can focus on the business.

01 · Name + Brand

A name that's actually available.

Real-time check against the state register, USPTO trademark database, and matching domains.

02 · State filing

Filed with the Secretary of State.

We submit your Articles, pay the state fee on your behalf, and return the stamped certificate.

03 · Federal IDs

EIN + the right tax setup.

Federal Employer ID with the IRS, plus state tax accounts when your business needs them.

04 · Stay compliant

Registered Agent + deadline tracking.

Your agent on file in every state, with every renewal and annual report tracked in one calendar.

Pricing

Transparent conservation easement pricing.

Government fees pass through at cost. No upsells.

Carta + onboarding

$1,899
Standard SaaS deployment

Carta deployed, historic cap table migrated, employee portal launched. Includes 5hr concierge support. Excludes Carta platform fees.

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Pulley or AngelList Stack + onboarding

$1,899
Alternative platform

Same scope using Pulley or AngelList Stack (often cheaper than Carta for early-stage). Same migration + setup process.

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Concierge + ongoing admin

$899/mo
Outsourced equity admin

Onboarding included + ongoing admin: grants issued, vesting tracked, terminations handled, comp committee prep, audit-ready reports monthly. For Series B+ companies without in-house equity admin.

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FAQ

About the Conservation Easement Service.

What is equity grant tracking?
Equity grant tracking is keeping an accurate record of every equity grant, to founders, employees, advisors, and investors, along with vesting schedules, exercise status, and the option pool, so your cap table always reflects true ownership. Messy records cause real problems in a raise. We keep your cap table organized.
Why does accurate cap table tracking matter?
Because investors, acquirers, and your own planning all depend on knowing exactly who owns what, and errors, missed vesting, unrecorded grants, or option-pool mistakes, surface at the worst time, during due diligence, and can delay or derail a deal. We keep your records clean so this is not a fire drill later.
What should a cap table track?
Every shareholder and their shares, all option grants and their vesting status, the option pool and what remains, convertible instruments like SAFEs, and fully diluted ownership, so you can see both current and potential ownership. We keep these organized so your cap table is investor-ready.
How do SAFEs and notes affect the cap table?
They represent future shares that convert at a later round, so a clean cap table tracks them as potential dilution even before they convert, or founders underestimate how diluted they will be. We flag how SAFEs and notes sit on your cap table so conversions do not surprise you.
What happens if my cap table has errors?
Errors, an unrecorded grant, a wrong vesting date, a miscounted pool, can stall a financing or acquisition during due diligence, and fixing them retroactively is painful and sometimes contested. We keep your cap table accurate from the start so diligence is smooth rather than a scramble.
Do I need cap table software?
Many startups eventually use dedicated cap table software, but the foundation is accurate records and disciplined tracking of every grant and change, which matters whatever tool you use. We keep your ownership records organized so whatever system you adopt starts from clean data.
How does the option pool fit in?
The option pool is equity reserved for future hires and sits on the fully diluted cap table, so tracking what is granted versus what remains is essential for planning grants and modeling dilution. We keep the pool and grants organized so you always know how much room you have.
When does grant tracking matter most?
During any financing, acquisition, or audit, when someone scrutinizes exactly who owns what, but the time to get it right is continuously, since reconstructing a messy cap table under deal pressure is far harder. We keep it clean throughout so those moments are non-events. See due diligence.
Can File.Business help me keep my cap table accurate?
We form the corporation, set up the cap table, and keep grants, vesting, the option pool, and convertible instruments organized, so your ownership records stay investor-ready and a future raise or sale is not delayed by cap-table cleanup.

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SOC 2 Type II audited
220,000+ businesses. 60-day money-back. State fees passed through at cost.
Your operating system, not a transaction
Every deadline auto-tracked across your entities. Compliance Score visible year-round.
Transparent pricing
No hidden fees. No upsells at checkout. State fees disclosed upfront.

Start your business in the next 5 minutes.

No state-fee markup. Pay only the state fee. 60-day money-back guarantee.

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Registered Agent in any stateStart
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