Cap Table Management Support Virtual Assistant for Hire

Equity & Cap Table Administration

Manage Your Equity.
Without the Legal Fees.

Stop paying startup lawyers $600/hour to do basic data entry on Carta. Hire a managed Virtual Assistant to handle option grants, stakeholder updates, and equity ledger maintenance with meticulous precision.

Trusted by Founders and VC Operations Teams.

Experts in Leading Equity Management Platforms

Carta
Pulley
Shareworks
Gust
Excel Ledgers
DocuSign

Equity & Ownership. Managed.

A messy cap table delays funding rounds and complicates exits. Our VAs act as your equity administrators, keeping your ledger clean, accurate, and investor-ready.

Grant Issuance Prep

Drafting Non-Qualified Stock Options (NSOs) and Incentive Stock Options (ISOs) in your platform, queuing them up for board and legal approval.

Stakeholder Management

Updating investor and employee contact information, managing access rights, and ensuring departing employees are accurately offboarded.

Option Pool Tracking

Monitoring your unallocated option pool. We provide regular reports on remaining shares so you know exactly how much equity is left for new hires.

83(b) & Document Audits

Chasing down missing signatures, verifying 83(b) election filings, and ensuring all physical/digital records match your software ledger perfectly.

Legal Coordination

Acting as a liaison between your startup and your legal counsel. We compile the data they need, saving you from paying their hourly rate for data collection.

409A Valuation Prep

Organizing financial statements, capitalization records, and board consents to ensure your annual 409A valuation goes smoothly.

The Equity Ledger Pipeline

A highly secure, managed workflow to keep your ownership data pristine.

Phase 1

Secure Provisioning

Grant our team restricted "Company Administrator" or "Data Entry" access to Carta/Pulley. We sign strict NDAs to protect your financial data.

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Phase 2

Historical Audit

Your dedicated Project Manager audits your existing setup, identifying missing board consents, unsigned grants, or mismatched share counts.

Phase 3

Ongoing Administration

The VA handles the day-to-day execution—drafting new grants from your HR list and updating the ledger. The PM provides free Quality Assurance.

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Phase 4

Pay Only For Maintenance

Stay investor-ready 24/7. We log and charge exclusively for the VA's actual data-entry and auditing time. PM oversight is completely free.

Strategic Delegation

Why scaling startups use Sagedoer instead of overpaying their legal counsel.

Factor
Law Firms / Solo Freelancers
Sagedoer Managed VA
Administrative Cost
Lawyers charge $400-$800/hr for data entry
Flat Hourly Rate ($6-$7/hr)
Quality Assurance
You must personally check the freelancer's work
PM performs routine QA on all platform updates for free
Security & NDAs
High risk sharing cap tables with unvetted strangers
Internally vetted team under strict corporate NDAs

Transparent Equity Administration

Protect your ownership without the bloated legal bills.

Part-Time Admin

20 Hours / Week

$7 / hour

Est. $560 USD / Month (4 Wks)

  • Pay only for pure working hours
  • Dedicated Project Manager Included
  • Free QA & ledger supervision
  • Zero setup or onboarding fees
Select Part-Time
Maximum Value

Full-Time Admin

40 Hours / Week

$6 / hour

Est. $960 USD / Month (4 Wks)

  • Pay only for pure working hours
  • Dedicated Project Manager Included
  • Free QA & ledger supervision
  • No monthly membership charges
Secure Full-Time Talent

Cap Table FAQ

No. Our Virtual Assistants are administrative and operational specialists, not attorneys or CPAs. They execute data entry, organization, and platform management based on instructions provided by you or your legal counsel. They do not draft bespoke legal equity plans.

We operate under strict, corporate-grade NDAs. Furthermore, we mandate that VAs are given restricted, "Role-Based Access" (like Data Entry or Admin level) inside secure portals like Carta or Pulley, ensuring they cannot unilaterally execute financial transactions or delete core data.

Absolutely. That is one of their primary values. Instead of paying a lawyer's high hourly rate to hunt down employee addresses for a grant, the VA compiles all necessary information and securely packages it for your legal team to simply review and approve.

Sagedoer provides a managed service layer. Your dedicated Project Manager performs routine Quality Assurance on the VA's ledger updates before they are marked as final, significantly reducing the risk of administrative errors.

Stay Investor-Ready.

Stop overpaying for basic equity administration. Hire a dedicated virtual assistant and keep your cap table pristine.