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19 Results found

Top Professional services in Proven Deals Marketplace

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J.P Morgan Workplace Solutions

Existing and new customers
FREE

FREE Cap Table Management & FREE Onboarding- up to 40 stakeholders

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

J.P Morgan Workplace Solutions

Existing and new customers
Discount 20%

Cap Table Management - 20% off all subscription plans for portfolio companies of select venture firms.

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

J.P Morgan Workplace Solutions

Existing and new customers
FREE

J.P Morgan Cap Table Round & Exit Modelling Tool ( New )

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!

Intercom

New customers
FREE

Startups get Intercom + Fin for Free for a year. Get a direct line to customers with best-in-class support

  • 100% off in the first year, 50% off in the second year, 25% off in the third year.
  • Eligible for: New customer | Pre-Seed, Seed or * Series A | and up to 25 employees.
  • Premium features include: Advanced Seats, * Proactive Support Plus (Product tours, checklists, surveys.
  • 300 Free Fin Resolutions per month
  • Phone, SMS & WhatsApp, which are charged at the list price

Pilot

New customers
Discount 90%

πŸ’Ό Small Business Booster (For New Sole Props & Single Member LLCs)

$1,000 tax filing + $10/month bookkeeping (normally $99/mo) | US entities only

Built for new small business owners who need affordable, hands-on support getting off the ground.

What's included:

  • Monthly bookkeeping
  • Federal + state tax filing (1040 + Schedule C)
  • Free onboarding to Pilot
  • Help setting up your bank account, credit card & payroll
  • Small business resource library + monthly webinars

βœ… Who qualifies: US business under 1 year old, under $15,001/month in expenses at signup

After your first year or if you exceed the expense limit, you'll move to the standard Pilot Essentials plan at $99/month. Tax complexity beyond standard returns billed after filing.

Pilot

Existing customers
Discount $8,250

Proven referrals 20% off Pilot Essentials or Core for six months and 10% off CFO Services

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.

Pilot

New customers
Discount $6,500

πŸš€ Startup Booster (For New C-Corps & Multi-Member LLCs only)

$750 for your first year of tax filing and bookkeeping is free until you outgrow the program.

Everything a newly incorporated startup needs to launch with clean financials.

Built for: US-incorporated C-Corps and Multi-Member LLCs that are under 1 year old and under $15,001/month in expenses.

What's included:

β€’ Free onboarding to Pilot

β€’ Monthly accrual-basis bookkeeping β€” free while you qualify

β€’ Federal + state tax filing + extension β€” $750 flat

β€’ Business checking, savings & corporate credit card setup

β€’ Payroll set up for you

β€’ Startup resource library

β€’ Access to US-based financial experts

Once you hit your first year or exceed the expense limit β€” whichever comes first β€” you'll move to Pilot Core (bookkeeping from $399/mo, based on monthly expenses) + Tax Starter ($750/yr).

Google Cloud

Existing and new customers
FREE

Google for Startups Cloud Program

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

Carta

New customers
Discount 20%

Carta - Fund & SPV Administration

Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

Carta

New customers
FREE

Carta Launch (New)

Redeem URL: see redemption steps

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.

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