Stock Plan Administration

Who… We help companies with their stock option programs and keep track of their investors. We work with funded startups, private, pre-IPO and small to mid-size public companies in all industries. What… Compliance is our specialty! We ensure proper policies and procedures are in place in order to meet IRS, SEC, FASB, and SOX requirements. Where… Corporate headquarters in Silicon Valley, we are pleased to partner with EASi - the most comprehensive, yet, easy-to-use web-based stock management software technology available today allowing us to manage stock plans for our clients worldwide. CALL US When… Your company wants to attract additional investors Your investor records, or stock option paperwork is in a shoebox, or on Excel Your CEO or Board members want to ensure that the company is IRS, SEC, FASB and         SOX compliant Your company is issuing stock options to employees Your company is positioned for a merger or acquisition Your company is working on pre-IPO due diligence

Any company that offers equity awards, or is raising capital, should call us today for a demo! 1-866-864-8200     Our goal is to provide the confidence you need that due diligence and fiduciary responsibilities have been met.

Why…
Compliance - for raising capital, knowing who owns what part of the company, issuing stock options, restricted stock or other forms of equity – has become increasingly complex and the penalties for non-compliance have become increasingly onerous, including criminal charges and jail time.

Experience Our Benefits

Save time. Save money. Forget outdated spreadsheets. Impress your executive team and Board by having stock plan data at your fingertips. EASi delivers the reports you need with the click of a button. Why wait to manage your stock plan like a public company? Make it EASi on yourself, today!

The Advantages of Managing Your Stock Plan

· Work with the broker of your choice
· Maintain full ownership and control of
   your data
· Have access to reports anytime you
   want
· Get superior reporting capability
· Offload taking calls, trades and
   settlements by giving your broker or
   agent access to real time data in EASi
· Reduce the cost of equity
   compensation management and
   reporting across your entire company,
   not just your department
· Spend 1/2 to 1/3 the cost of other
   options

Experience the Benefits of Our Stock Plan Administration...