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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Scenario modeling, ownership calculations, cap table administration, schedules, and document tracking for startup and SMB law firms, so transactions move quickly and accurately.
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Oversight of accounting partners, financial model builds and repairs, runway analysis, structured cash flow data, and financial materials that give founders and investors clear, reliable insights.
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Organized update systems, clean equity records, and supporting spreadsheets that keep founders, attorneys, and investors aligned and make reporting simple and consistent.
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Setup and cleanup of cap table records for SAFEs, notes, equity grants, and past rounds. Ownership data aligned with executed documents, delivered investor ready in Excel, Carta, or your platform of choice.
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Models, reconciled cap tables, signature coordination, revision tracking, and aligned legal and financial workflows so deals close on time with no chaos.
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CRM setup, professional investor research, data room preparation, and 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.”