We Specialize in the Following Areas

Technology Ventures

Your technology may change the world. To fulfill your vision, you first need to lay a solid foundation of your business operation system based on your vision. Then you can create your financial stories, raise fund, develop your team, and market your product or service quickly to your target audiences. We will help you design your financial systems, stock ownership systems, compensation and incentive systems, implement them and monitor them as you grow exponentially.

Investors / VC / Funds

Whether you are a VC or Angel Investor group. We understand that you have attracted your investors with your impeccable integrity. You cherish and are committed to maintaining the trust of your investors. We will design systems and processes for your partnership and portfolio companies so they all have the foundation for success-integrity.

Unique Services

We can Support you in the Following Areas


Fundraising starts with Strategic planning and business planning. We will help you design your business model, value creation process, vision and goals and strategies to accomplish your goals. We will help you to apply for grants like the America Seed Fund. We will help you to apply industry specific grants such as CalSeed, BRIDGE, and RAMP program and Pasadena Angels etc.

Employee Stock Ownership Plan

ESOP is not only a tax efficient retirement plan, but also a great financing tool, and possible exit strategy. Coupled with Incentive Stock Option Plans, we can help you create a culture of ownership and champion performance team.

Founding team start up equity system

We can help you to use the principals and methods of one of the most fair and thought-through dynamic shareholder valuation system, the Slicing Pie model to manage your start up equity that will prevent the almost always happens unhappy team conflict. There is no one size fit for all. We will take time to understand your unique situation and desires, and tailor your plan with our unique processes.

Strategic and proactive tax and financial planning

Along with ESOP, we can also take advantage of other strategies, such as 401k plans, defined benefit plan, cash balance and profit sharing plan, 401h plan, Qualified Small Business Stock, Opportunity Zone Investment, Renewable Energy Credit, Research and Development Tax Credit, Cost Segregation, Asset acquisition, sales, exchange, lease, and depreciation strategies, transfer pricing etc.


Beyond the traditional IPO process, we will also work with you to explore other options such as Direct Listing, reverse merger, and listing on alternative exchanges such as in Canada or Australia.

E-share management

We partner with Carta.com to issue e-shares and manage your cap table. Investors can subscribe shares through Carter.com and all documents are signed electronically, saving time and confusion. Cap table is updated automatically in real time. All shareholder communication is integrated in one place with integrity.