409A workflow
Request and track valuation stages with your counsel — not an in-house appraisal and not a priced unlock.
Open workflow →Holdings OS
A personal wire is a loan, not a SAFE. When title moves, Counsel is already on the same company. Start at $0.
Delaware · company book · 10,000,000 shares issued · Alice Founder 40%
Company-book teaching mix. Pre-share GP terms live on the data room reference. Starting reference — not a finished share ledger. Starting reference for heterogeneous instruments on this issuer. Founders are not the user. This book is for GPs.
| Holder | Shares | % | Class |
|---|---|---|---|
| Alice Founder | 4,000,000 | 40 | Common |
| ESOP pool | 1,000,000 | 10 | Common |
| Seed SPV | 5,000,000 | 50 | Preferred |
How it works
Name what you are building — company, fund, or SPV — record who owns it, and grow into company secretary work when the book needs it.
Pre-incorporation is allowed. No credit card until you choose a paid plan.
Company, fund, or SPV. A factory that owns companies stays a company.
Holders, classes, vesting, and waterfall on one ledger — not a spreadsheet handoff.
Open the free trial with the company you actually have.
See the same cap table screenshot you enter — Alice Founder at 40%.
Add corp sec, desks, and Full when the book is real. Not at the door.
What’s included
One company record — cap table, vesting, carry, and K-1 when the book needs them.
Request and track valuation stages with your counsel — not an in-house appraisal and not a priced unlock.
Open workflow →Grants, exercise, tax summary, and grant documents.
Open portal →Vested and unvested positions plus exit allocation.
Open vesting →ASC 718 expense from vesting and fair value — not a 409A appraisal.
Open expense →Preferred return, catch-up, and carry on called capital. Live OS desk is /fund/carry — the payouts job is public pSEO, not the GP carry kernel.
Open carry →Capital-account rollforward from calls, distributions, and carry.
Open K-1 →One execution path plus fund-desk marks.
Open desk →Calls and distributions on the fund book beside portcos.
Open capital →Who it is for
Holdings OS is not a fund product, a startup product, and a holdco product. It is one company graph.
Founders
Open a book before the certificate exists. Keep the option pool, the founder common, and the first preferred round on the same page. Counsel for the SHA lives next door on Legal OS — seekers never pay.
General partners
Distinct caps and discounts stay distinct. Unmarked stays unmarked. Founders are not the user. Starting reference — not a finished share ledger. Starting reference for heterogeneous instruments on this issuer. This book is for GPs. Stacks on named issuers do not add into fund NAV.
Open the GP reference →Factories & holdcos
Ownership is the graph. Tokens, if you have them, are live marks on a desk.
Holdings pricing
The $0 book is the ledger you enter. Company ledger $199 is the paid issuer book. SME intake $49 and founder match $299 sit beside that book — they do not replace it. Holdings OS Full is the GP or factory graph. Legal OS pricing lives on the Counsel pricing page.
Come as you are. No credit card, no clock. The trial ledger is the product you enter.
Foundation
Cap table, vesting, waterfall, and dilution for one issuer.
Beside the ledger
Intake and contracts beside the ledger — not instead of it.
Beside the ledger
Discovery and a warm intro. Cap table math stays on the ledger plan.
The GP or factory graph — carry, K-1, and the fund desk on this book. Billed monthly. Estate inventory and desks are other doors, not this SKU.
Personal & Estates is its own $0 door — not this Full plan. Start an estate inventory.
Catalog — no dedicated checkout SKU yet. Overlay prints are not fund NAV.
Catalog — company secretary when the book needs it, not at the door.
Questions
Yes. When the ledger moves, counsel is already in the graph. Holdings OS is the book. When a shareholders agreement, an investor, or a lease moves title, open Counsel on the same company — not a second homepage. Seekers never pay.
No. Come as you are is $0. Open the trial ledger with no credit card and no clock. There is no invented stakeholder-count gate. Choose a sectional plan or Holdings OS Full when the book is real.
No. Company ledger $199 is the paid issuer book. SME intake $49 and founder match $299 sit beside it — they do not replace it. Full is the GP or factory graph.
No. 409A is a workflow with your counsel — not an in-house appraisal and not a priced unlock. Track stages on the company record; the appraisal stays with the valuation firm you hire.
Yes — on the same company record. Carry allocates preferred return, catch-up, and carry on called capital. Partner K-1 and GL roll capital accounts from calls, distributions, and carry income.
No. Tokens are live marks on a desk, not invented fund NAV, and not a new kind of entity. You still arrive as a company, a fund, or an SPV.
Yes. The data-room GP reference lists heterogeneous instruments on the same company id. Paste the fund workbook analog there. Blank discount stays unmarked at its true blank. Starting reference — not a finished share ledger. Starting reference for heterogeneous instruments on this issuer. Founders are not the user. This book is for GPs. Stacks on named issuers do not add into fund NAV. Share-shaped import is a later handoff on this same issuer.
The trial ledger is Northwind — Alice Founder at 40%. That is the same book you open in trial.
Holdings OS
Two founders and an advisor: 60/40 split, four-year reverse vesting with a one-year cliff, advisor at 0.5% on a two-year schedule, IP assigned in. The company record carries the cap table; the payouts job shows who gets what on an exit at three worked prices.
The SHA library is clause-by-clause on a jurisdiction cell. We do not invent state filing fees — when a licensed fee table is not on file, that slot stays empty.
The filing is real and cheap — buy it wherever you like. The split, vesting, and IP assignment are what show up in diligence, and no filing covers them. List the team split before you incorporate; the book is $0. See split-before-stamp
Later is a diligence finding. Naming holders takes minutes now, and the record is the same Equity 312 row Counsel reads when the first round papers move. Open the cap table
A prop firm is still an operating company. The cap table is who holds it. Trading accounts hang off that company; connect them on the prop traders page. The profit-split is the connected profile's fact — Jurisdica does not publish an 80/20. Fund carry is a different job. Open the prop-trader desk
No. Company ledger $199 is the paid issuer book. SME intake $49 and founder match $299 sit beside it — they sit beside that book. Full is the GP or factory graph. See Holdings pricing
The book costs nothing and is structured so counsel starts from facts, not archaeology. You pay for judgment when title moves — not for re-assembling who owns what. See counsel pricing
No. It is a book of record plus a cited corpus. When you need advice, the counsel door hands your structured record to a lawyer — that separation is the point. Find counsel
Filing sells the certificate. Ownership is everything underneath — list the team split before you incorporate.
Open the company book — $0No card for the $0 book. Counts are measured; rates are never invented.
Ask a question — Cited answers for this jurisdiction.
Start free brief — Describe the matter. Match counsel. Free for you.