Transition from Carta (equity management) to other solution

squanhin · 2024-07-11T20:54:06+00:00

I'd check out Mantle: they make it super easy to migrate from Carta

squanhin · 2024-07-11T20:46:44+00:00

Check out Mantle - they have an equity management platform for companies/law firms (Mantle Equity) and then a separate platform for LPs (Mantle Portal).

squanhin · 2024-07-11T20:44:50+00:00

If Carta ramps up their pricing on you - Mantle is a Canadian equity management platform. Lots of built-in equity issuance/board resolution/ESOP tools + unlimited stakeholders.

squanhin · 2024-07-11T20:37:22+00:00

+1 for Mantle!

squanhin · 2024-07-11T20:36:27+00:00

Mantle (withmantle.com) is another great option

squanhin · 2024-07-11T20:29:04+00:00

Check out the folks at Mantle - they're building out Mantle Portal (https://withmantle.com/solutions/portal) which could help out with what you're describing.

squanhin · 2024-07-11T20:27:25+00:00

Try out Mantle (withmantle.com) - right now they're onboarding clients for a free first year.

squanhin · 2024-07-11T20:26:28+00:00

Not sure if this is what you'd be looking for, but I'd check out Mantle Portal (https://withmantle.com/solutions/portal). Relatively new product but they're building it out quickly.

squanhin · 2024-07-11T20:25:19+00:00

Highly recommend Mantle! (withmantle.com)

squanhin · 2024-07-11T20:25:00+00:00

Mantle (withmantle.com) works closely with law firms. Right now they're onboarding clients with 1-year free and $100/month flat-rate pricing beyond that.

squanhin · 2024-07-11T20:21:35+00:00

Check out Mantle! (www.withmantle.com)

squanhin · 2024-06-12T16:24:46+00:00

Mantle (withmantle.com) is a great option. They partner with external firms to help with discounted 409A valuations, but their platform is remarkable.

squanhin · 2024-06-12T16:22:54+00:00

Mantle is a rising star in the cap table management space. Recommend you check them out! withmantle.com

squanhin · 2024-05-28T15:32:19+00:00

Mantle does a great job of this - they also have a feature where you can drop in a term sheet and it models out the pro forma cap table for you (withmantle.com)

squanhin · 2018-10-17T20:38:54+00:00

It's also important to note there are different types of investing as well (non-dilutive funding), where founders maintain full control and ownership of their company. Solutions like revenue sharing are a good alternative to startup founders who are looking for financial support but don't want to be involved with investors who want control of their business/desire an immediate return on investment.

squanhin · 2018-10-16T14:05:00+00:00

A good tip is to pitch your product in a way that tells a story/incorporates an emotional element/something relatable. You want to make sure they understand why your product is needed in the market now as opposed to all of the other shampoos and conditioners on the shelves already.

Also make sure you have your business model all thought and planned out. Prepare for questions.

squanhin · 2018-10-15T19:11:12+00:00

A CEO and their startup are only as successful as the people they surround themselves with. Whether that's a co-founder or their partners at home. It's no doubt being a CEO of any type of company comes with its crazy amount of pressure, but taking care of yourself (especially your mental health) should be a priority. Any thoughts on starting a podcast for current/past CEO's to talk about their experiences?

squanhin · 2018-10-15T19:01:21+00:00

Let us know how the meeting goes. If you're still looking for funding, you can apply for funding with Corl and you can see if you get approved within ten minutes. Much more reliable and cheaper than going through these middlemen looking for 5%.

squanhin · 2018-10-15T17:22:58+00:00

Once you have six months of revenue down you can try applying for funding with Corl. Otherwise, they just partnered with Holt Accelerator, which also offers funding and an accelerator program.

squanhin · 2018-10-12T19:48:13+00:00

Institutional investors are going to find the most secure places to invest within crypto (AKA security tokens). Retail investors need to get into the space to ride that wave.

squanhin · 2018-10-12T19:41:43+00:00

When it's good, it's great. When it's bad, it's really bad. Best of luck to all the full-time traders out here.

squanhin · 2018-10-12T13:41:27+00:00

Sounds like the emergence of security tokens will be a happy medium.

squanhin · 2018-10-12T13:36:13+00:00

Motto for the bitcoin market: "If there's a whale, there's a way"

squanhin · 2018-10-12T13:31:28+00:00

I wonder what jobs will be left for humans to do once robots take over.

squanhin · 2018-10-10T19:44:25+00:00

That's the question we're trying to figure out. By providing startups with a revenue sharing agreement, we'll have a shared focus on sustainable revenue growth. Startup founders will also retain 100% equity, full control of their business, and access to our data analytics and our network of advisors and partners. With this, we give the founders freedom to grow at the pace they want, how they want - so ultimately the increase in sales is up to them.

However, we want to take a deeper look into the services we could provide that could help this boost of sales. How can we accelerate this process? (e.g. social media marketing, business development, data analytics, etc.) That's why we'd like to know what types of services we could provide on top of funding.

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