Welcome to Marketplace!

Pilot is an outsourced accounting and finance firm that works with many venture-backed companies throughout the U.S. They partner with their clients by providing bookkeeping, tax, R&D tax credit studies and strategic / fractional CFO support.

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

💼 Small Business Booster

Bookkeeping for $10/month

For small businesses (<12 months old and <$5K/month in expenses). Simple, affordable bookkeeping to help you stay organized and confident as you grow.

Startups are eligible for 30% off year one, 15% off y2 if:

• Have not raised Series C or beyond
• Are associated with one of our approved partner organizations
• Applies to net-new Pro or Enterprise hubs

Price: $15/month with annual payment, or $20/month without commitment

Features: Deal Pipelines, Sales Analytics, Meeting Scheduling, Marketing & Email Automation, Blog, Landing Page Builder, AI Content Writer, and 1,600+ integrations

Results (12 months): 78% more website traffic, 97% higher deal close rate, 33% more tickets resolved

Perks: 24/7 Support, Free onboarding/training, Founder Community access

Founder's Package: $5K AWS Credit, $200k Google Cloud Credits, $1k Notion Credit and more

Eligible startups can receive Google Cloud costs covered up to $200,000 USD (up to $350,000 USD for AI startups) over 2 years.

J.P Morgan Workplace Solutions have the most advanced scenario modeling on the market. You can now model multiple future funding rounds and exit events. Model your Series A Round, and then build a Series B, C & D on top.

Use our tool to prepare for funding rounds or your exit event!

FREE Cap Table Management up to 40 stakeholders

$2000 per year for 41-100 stakeholders ( before discount )

Complimentary Onboarding - We do the heavy lifting!

Access to J.P Morgan Startup Banking Product & Solutions

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

FREE Cap Table Management up to 40 stakeholders for startups & scaleup companies

Access to J.P Morgan Startup Banking Products & Solutions

Complimentary Onboarding - We do the heavy lifting!

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

We are offering Carta Launch, which is completely free up to $1M raised or 25 stakeholders.

Formation stage companies are eligible for a free subscription to Carta through Carta Launch!

You must have less than 25 stakeholders and under $1m raised to be eligible. Redeem below.

We are offering Carta Launch, which is completely free up to $1M raised or 25 stakeholders.

• Launch Sign Up
• Launch Onboarding Resources
• Launch Support Center - Our support center for anything and everything to do with Launch
• Carta's StartUp Stack - a directory of all our partnership discounts to help build and scale your company
• Founder Resource Center - A resource to help with building your company, raising funds, attracting talent, and scaling your business
• Product Tour Videos - quick walk throughs of all our products

Formation stage companies are eligible for a free subscription to Carta through Carta Launch!

You must have less than 25 stakeholders and under $1m raised to be eligible. Redeem below.