409A workflow
Request and track valuation stages with your counsel — not an in-house appraisal and not a priced unlock.
Open workflow →Holdings OS · pricing
Start at $0. Company ledger $199 is the paid issuer book; SME $49 and founder match $299 sit beside it. Full is the GP or factory graph. 409A is a workflow with your counsel — not a priced unlock.
Delaware · company book · 10,000,000 shares issued · Alice Founder 40%
| 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.
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
The GP ledger is a graph of portcos — carry, partner K-1, and the fund desk on this book. Not a fourth vehicle and not invented NAV.
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 SKU. See everything you own.
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.
The trial ledger is Northwind — Alice Founder at 40%. That is the same book you open in trial.
Holdings pricing
Company ledger $199 is the paid issuer book. SME intake $49 and founder match $299 sit beside it. Full is the GP or factory graph at $4,999/mo. Estate inventory is its own $0 door.
409A is a workflow with your counsel — not a priced unlock.
No. Come as you are is $0. Open the trial ledger with no credit card and no clock. Open a company book — $0
No. Company ledger $199 is the paid issuer book. SME intake $49 and founder match $299 sit beside it. Full is the GP or factory graph. See Holdings pricing
No. 409A is a workflow with your counsel — not an in-house appraisal and not a priced unlock. See Holdings pricing
The $0 book is the ledger you enter. Paid plans start when you want the issuer book, SME intake, founder match, or the GP/factory graph. See Holdings pricing
Come as you are is $0. Choose a sectional plan or Holdings OS Full when the book is real.
Start Holdings free — $0 USDNo 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.