Benefits
Bundle software with equity administration services to control costs and focus on your business.
How it works
Automate your plan documents
Configure your company-specific legal templates then generate and sign board consents, grant documents, and option exercises directly on AngelList. Customize vesting schedules and award terms to automatically populate in grant agreements.
Replace e-sign tools
Handle the complete e-signature experience for all award types (ISO/NSOs, RSAs, etc) directly within AngelList. Easily track signature statuses. Important signature timestamps are automatically recorded in your cap table.
Manage stakeholders
Provide stakeholders with dedicated and secure portals with intuitive interfaces for viewing holdings, connecting bank accounts, transferring funds, signing and storing agreements, and modeling transactions like option exercises.
Generate reports
Generate summary and detailed reports exportable to spreadsheet or Excel. Filter by award and transaction type and run historical as-of reports.
Highlights
Everything you need, in one place
Manage any award type (ISO, NSO, RSA, RSU) and track custom vesting schedules (time or performance-based). Track terminations, forfeitures, repurchases, and transfers. Perform actions in bulk. Upload PDFs and let our AI automatically handle it for you.
Simplified tax withholding calculation and collection, Form 3921, 409a valuations, ISO/NSO split, and ISO 100k compliance. Also includes Rule 701, Rule 144, Blue Sky, and Form D tracking for plan awards.
Streamlined ASC 718 expense reporting with robust equity award valuations, disclosures, convenient defaults, and overrides for all Black-Scholes inputs. Easily export to Excel to drill into award and modification details. Produce on-demand historical period reporting and customized reporting.
Modern "checkout" experience for option holders to exercise options, and for companies to replace their manual paperwork and bank transactions. AngelList estimates any necessary tax withholdings, and option holders e-sign exercise notices and pay, all without leaving AngelList. AngelList is SOC2-certified and leverages bank-grade encryption for equity transactions.
Secure, intuitive portals for stakeholders to view holdings, access documents, and transact. Send stakeholder communications at scale and automatically deliver important compliance documents like Form 3921 and 83b.
Automate plan management workflows and invite legal teams to review at critical steps. Auto-draft documents with built-in review steps for your legal team to sign off on final agreements before signature execution – all in a single workflow.
Pricing
Software + Services
Start with our software and add on the services you need
Modern equity plan software
Run your equity plan on AngelList. Manage stakeholders, equity awards, compliance, transactions, and more— all in one place.
Contact usGrowth
Recommended$3,200
/ year
Features
409A valuation
E-sign equity agreements & consents
Cap table pro forma generation
Option exercise transactions
HRIS integration, SAFE Cleanups, and QSBS reporting.
Services add-on
Bundle AngelList software with equity admin services performed by experienced admins and Certified Equity Professionals. Equity admins and CEPs are not a replacement for legal counsel - customers must also have a law firm.
Base
$750
/ month
5 hours per month
Standard cap table administration:
Draft, collect signatures for share issuances & awards
Record share transfers and repurchases
Record equity award modifications
Record stakeholder modifications (terminations)
Email support: 24 business hour response time
Plus
$1,250
/ month
10 hours per month
Everything in Base, and:
Employee onboarding for equity plans
Quarterly plan reviews (forecasting available and returning, planning)
Email support: 24 business hour response time
Premium
$3,000
/ month
25 hours per month
Everything in Plus, and:
Employee communication materials
Semi-annual webinars for employee education on equity compensation
Up to one live meeting a week with your admin
Priority email support: 12-24 business hour response time
Companies should work with their law firm to form and amend their equity plan and to design all forms of agreement/consent templates to be used in equity plan administration.
Have Certified Equity Professionals® manage the day-to-day for you.
Combine AngelList's software with our network of equity admins for turn-key equity management. Their years of experience and familiarity with AngelList Equity make managing the day-to-day simple, so you can focus on growing your company.
