Help Us Better Understand
Your Equity Compensation

Thank you for reaching out! To provide the most accurate support, we’d appreciate a few more details about your equity compensation. If you’re comfortable, please upload the following:

  • Screenshots from your equity portal (e.g. Carta, Shareworks, Fidelity, etc.).

  • An Excel summary (or table copy/paste) of your equity grants, vesting schedule, fair market value (409A), and overall dollar value.

This additional info helps us quickly assess the key elements of your situation and determine next steps.

New ISO Supplemental Form

Maximum file size: 10MB

Upload screenshots from your equity portal. Allowed file formats: Image, or PDF. Multiple files allowed

Maximum file size: 10MB

Upload your grant, vesting, and value details. You can copy/paste from your portal into a spreadsheet. Allowed file formats: Excel, CSV, Image, or PDF. Multiple file allowed.
Let us know if you have specific questions or info you'd like to flag.