NavSuccess | Bookkeeping, tax, & CFO services for startups & small businesses

Expert-led stock admin built
for startups

Expert-led stock admin
built for startups

Expert-led stock admin built for startups

Get a team exclusively focused on keeping your cap table accurate and up-to-date.

Spend more time making your product a success with flexible bookkeeping that grows alongside your business.

Spend more time making your product a success with flexible
bookkeeping that grows alongside your business.

What we do

Our team specializes in cap table management, making sure that all stock transactions are recorded accurately—whether it’s issuing new stock grants, transferring equity ownership, or repurchasing unvested shares.

Why we're different

We give stock admin the undivided attention it deserves.

Seamless end-to-end process

We’re here to take care of the entire cap table management process for you. From information gathering to recording the transactions, we handle it all.

Complete focus

Our focus is entirely on stock administration, which means we're here when you need us. You can count on us to be responsive and timely, so you can make important decisions confidently.

Cost-effective expertise

Our team is led by a seasoned industry veteran with 15+ years of stock administration experience at top law firms. We’re well-positioned to support you and do so at a budget-friendly rate.

Information
Gathering

We collect the equity grant information that needs to be reflected in your cap table directly from your offer letters.

Your dedicated team learns your business and connects to your financial
data sources, ensuring a tailored approach to your bookkeeping
needs and setting the stage for accurate books.

Cap Table
Update

We load your equity grants into your equity management platform and have a second set of eyes review it for accuracy.

Communicate directly with your team through our user-friendly portal,
where you can ask questions and provide feedback on any
outstanding items needed to finalize your books every month.

Approval
Process

We coordinate board approvals and follow up with employees to make sure they receive and accept the grants.

We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports
that offer insight into your company’s financial health
and enable you to make informed decisions

See NavSuccess in Actions

How it works

We handle everything related to your cap table. One of the many services we cover is helping you issue and keep track of stock grants. Here’s a peek into how that process works: