Close the gap between legal, finance, and operations.
With the exact support attorneys and startups actually need.
Trusted by business law firms, startup founders, and investors for hands-on execution of the work that makes deals, equity, and fundraising run correctly.
How we help…
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Support startup and SMB law firms with scenario modeling, ownership calculations, cap table administration, schedules, and document tracking so transactions move quickly and accurately.
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Oversee accounting partners, build or repair financial models, assess runway, structure cash flow data, and prepare financial materials that give founders and investors clear, reliable insights.
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Keep founders, attorneys, and investors aligned with organized update systems, clean equity records, and supporting spreadsheets that make reporting simple and consistent.
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Set up or clean up cap table records for SAFEs, notes, equity grants, and past rounds. Align ownership data with executed documents, and deliver accurate, investor ready cap tables in Excel, Carta, or your platform of choice.
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Prepare models, reconcile cap tables, coordinate signatures, track revisions, and align legal and financial workflows so deals close on time with no chaos.
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Create structured data rooms, organize documents, manage uploads and requests, coordinate signatures, and keep legal, financial, and ownership materials consistent throughout diligence in Visible.vc, DocSend, or somewhere else.
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Set up CRMs, conduct professional investor research, prepare data rooms, and build workflows that support efficient, organized fundraising.
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.”