Our Methodology

The Equity Governance Framework

One connected system, not four disconnected services. Four layers, held by the same team, in the same order - so nothing built early ever has to be rebuilt later.

Entry
EquityOps
ComplianceStack
ValueReady
02
Layer 2

EquityOps

Equity structuring and administration for founders, employees and investors - identical for both tracks once a company reaches this layer.

equity incentive Design

Pool sizing, policy drafting, exercise design.

Cap Table Administration

Digital setup, scenario modeling, dilution tracking.

Grant Administration

Grant letters, vesting tracking, exercise support.

Shareholder Communication

Equity statements, employee education sessions.

See all EquityOps services →
03
Layer 3

ComplianceStack

Governance, compliance and statutory obligations - combining CS & Compliance Services with Corporate Governance under one roof.

Annual ROC Filings

AOC-4, MGT-7 and annual return preparation.

Statutory Registers

Members, directors, KMP and charges.

Board Governance

Composition, charters, resolution templates.

Governance Policies

RPT policy, DOA matrix, whistleblower, POSH.

See all ComplianceStack services →
04
Layer 4

ValueReady

Fundraising and exit-stage advisory - combining Investment & Fundraising with Exit & Succession. Where the earlier layers pay off.

Term Sheet & Fundraising Docs

SHA, SSA drafting, negotiation support.

Valuation Coordination

409A / FMV liaison, SEBI-registered valuers.

Exit & Succession

Liquidation preference, waterfall modeling.

M&A & IPO Readiness

Due diligence coordination, governance readiness.

See all ValueReady services →

See where your company sits in the framework.

One conversation is enough to scope the engagement.

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