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Your Equity Setup Checklist
Answer a few questions about your startup, and we'll generate a personalized checklist covering entity structure, equity splits, vesting, and legal setup.
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It takes about 2 minutes. We'll ask about your team size, funding plans, entity type, and stage to build a checklist that fits your situation.
Take the Equity QuizEntity structure
LLC vs. C-corp, state of incorporation, and when to convert.
Equity splits
Fixed vs. dynamic, vesting schedules, cliff protections, and founder agreements.
Tax and legal
83(b) elections, 409A valuations, QSBS eligibility, and operating agreements.
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Your Equity Setup Checklist
Based on your answers, here's what you need to do.
Your Setup
Your DIY Checklist
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