Close the gap between legal, finance, and operations.
Without adding headcount.
Trusted by business law firms, startups, SMBs, agencies, and investors for…
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Clean, current, and transparent ownership records. We build, maintain, and reconcile cap tables in Carta, Excel, or your preferred platform so you always know who owns what.
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Professional communication with investors, simplified. From updates and reporting to equity records and capital tracking, we keep your investor data organized and presentation-ready.
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Accurate, organized, and actionable financial data. We handle the analysis, models, and reporting that keep your legal and business decisions grounded in numbers that make sense.
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We bring structure and speed to complex deals. Models, analyses, and deliverables built to align investors, attorneys, and stakeholders, so transactions close cleanly.
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No more last-minute scrambles. We organize your data room, manage requests, and ensure your financial and equity documentation is complete and consistent before diligence starts.
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Clarity through every round. We prepare the materials, models, and records that help you understand terms, track dilution, and communicate confidently with investors.
Manhattan
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London
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Tampa
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Austin
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Miami
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Seattle
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Washington DC
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Brooklyn
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San Francisco
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Los Angeles
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Nashville
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Little Rock
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Dallas
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Irvine
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Chicago
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Berkeley
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Manhattan • London • Tampa • Austin • Miami • Seattle • Washington DC • Brooklyn • San Francisco • Los Angeles • Nashville • Little Rock • Dallas • Irvine • Chicago • Berkeley •
Global clients based in…
We support global law firms and US companies with founders, teams, and investors based around the world.
Problems We’ve Solved for Clients
We work how you work
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Every client engagement gets a private Slack channel for real-time communication. You’ll always know where things stand, and we’re fast to respond. If you prefer email, that works too. Whatever keeps your workflow simple and clear.
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No need to switch systems or teach us your stack. HRIS tools, cap table software, accounting platforms, or just spreadsheets… we’re already fluent. And if we’re not, we’ll learn it on the fly. We code our own internal apps, so picking up new tools comes naturally.
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We remove the drag from the deal process. Attorneys don’t need to become quants, and founders don’t need to master finance. We bridge that gap so nothing holds up the close.
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We slot right into your existing workflow. Whether you’re an attorney juggling multiple clients or a founder building under pressure, we adapt to your team’s rhythm so deliverables land when you need them.
Vestry is a Carta Certified Expert, and a Carta Partner.
As a Carta Partner, we provide Vestry clients with a 20% discount off of new Carta plans.
Sound Familiar?
“We need Excel and cap table software overflow support.”
“How much will I own after this round?”
“Show me your cap table.”
“What’s our runway and where are we burning the most?”
“Managing cap table apps is complicated and time consuming.”