Services
As your company grows at pace, it can be challenging for administrative processes to keep up. I can help implement processes that scale and not just manage what you currently do. Below is a snapshot of the types of assistance we can provide.
Elevate Equity offer expert, flexible support across all areas of equity management. I’m here to act as an extension of your team and fill the gap that so many startups and SMEs face.
Get in touch today to discuss how I can provide support to drive your business forward. I’m ready to assist with any enquiries and ensure your equity needs are met with flexible commitment and professionalism.
EQUITY ADMINISTRATION SUPPORT
Clarity. Control. Confidence in your Cap Table. I provide ongoing support to ensure your cap table and equity plans remain accurate, up-to-date, and audit-ready. From processing new grants and managing employee exercises to reflecting changes from joiners, leavers, and new or exiting investors. I can also provide regular reporting for internal meetings and external partners.
AD-HOC SUPPORT WITH EQUITY projects
Elevate Equity offer flexible, expert support for one-off events and high-impact equity projects. Whether you're preparing for an annual grant or vesting cycle, coordinating a liquidity window, or managing a corporate action, these ad-hoc services are tailored to your timelines and needs — giving you confidence when it matters most.
ONBOARDING TO AN EQUITY PLATFORM
Choosing the right equity management platform is a critical decision — and I help you get it right. Elevate Equity can lead the entire RFP process, from defining your requirements to evaluating vendors and negotiating terms. Once selected, I will manage the onboarding process end-to-end, ensuring your data is migrated cleanly and your team is fully trained. The goal is to deliver a smooth transition and set you up with a system that scales as you grow.
DATA AND DOCUMENTATION AUDIT
Elevate Equity will conduct thorough audits of your equity data and documentation to identify gaps, inconsistencies, and areas of risk. From reviewing historical grant records to reconciling share movements and cleaning up outdated files, I help bring order and clarity to your equity records. The process ensures your cap table, legal documentation, and plan data are accurate, compliant, and ready for scrutiny. Whether you're preparing for due diligence, an audit, or just need peace of mind, I ensure everything is in its right place
Contact
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