Services · A full-scale service team
The dashboard is what you see. The team is what you get.
KLØUT is the back end: equity operators, valuation leads, fund accountants and legal ops running the work every number in your Hub depends on. The screen is just where you see it.
How it fits together
Four layers. We’re the one that does the work.
Your advisors are experts. Your systems are accurate. Nobody was ever hired to make them agree with each other every day. That’s the job, and it takes a team, not a login.
01 · What you see
Client Diligence Hub
02 · Who does the work · this is the service
The KLØUT service team
One accountable lead on your account, five desks behind them, every one Carta-certified.
Account lead
Your one point of contact
Knows your whole record
Runs the monthly check-in
Owns every deadline
Equity operators
Equity desk
Grants, exercises, transfers
Board consents with counsel
SAFE and round modeling
Valuation leads
Valuation desk
409A method and draft
Safe-harbor monitoring
Refresh ahead of every round
Fund accountants
Fund desk
Capital calls, NAV, statements
Form 1065 and K-1s
LP onboarding
Legal & diligence ops
Legal ops · Diligence desks
IP annuities and assignments
Entity and minute books
Data room and diligence requests
03 · Where it’s recorded
Systems of record
04 · Who we work alongside
Your advisors
What the team runs
Nine services. One team behind all of them.
Start with one. Add the rest as you raise, hire and grow. The same people carry your record the whole way.
The problem
Every grant, transfer and SAFE is a small legal event, and each one you handle yourself is one more thing a buyer’s counsel can find.
We run your Carta cap table end-to-end: options issued, exercises and transfers processed, board consents drafted with your counsel, SAFEs modeled before they convert. You approve; we do the rest and keep it tied out.
What’s included
You do
Approve grants and sign consents, batched, not one at a time.
Your advisors do
Counsel reviews and signs off on the legal documents.
Timing
Running within 2 weeks
Built for
Founders, pre-seed to Series C
You walk away with
A cap table that ties out on the day anyone asks, squeaky-clean for every fundraise, audit and exit.
The problem
An expired or weak 409A doesn’t hurt you. It hurts the employees whose options were priced on it.
We gather the record, choose the method, test the draft against your books and file the board adoption. Then we watch the safe harbor and schedule the refresh before any round or material event forces one.
What’s included
You do
One call to walk through the business, then review the draft.
Your advisors do
The valuation firm issues; we coordinate everything around it.
Timing
2 to 3 weeks to issue
Built for
Any company granting options
You walk away with
Strike prices you can defend, and no surprises the week you want to grant.
The problem
Your LPs judge the fund by its returns, and by whether the capital call and the quarterly statement arrive right, and on time.
For GPs running funds on Carta. We handle LP onboarding, capital calls, distributions, NAV reporting and quarterly statements: the unglamorous operations that make or break investor relationships.
What’s included
You do
Approve calls and distributions; review the quarterly letter.
Your advisors do
Your auditor and counsel keep their roles.
Timing
4 to 6 weeks to onboard
Built for
GPs and emerging managers
You walk away with
Investor reporting your LPs never have to chase.
The problem
A late K-1 is the fastest way to lose an LP’s patience before the next fund.
Tax runs off the same record as your fund admin, so nothing gets re-keyed and nothing arrives late. K-1s by April 1 isn’t a stretch goal. It’s table stakes.
What’s included
You do
Review and sign the return.
Your advisors do
Your CPA reviews and files, working from a clean record.
Timing
K-1s by April 1
Built for
GPs, SPV leads
You walk away with
Clean, on-time tax reporting every cycle.
The problem
A vehicle set up in a hurry carries its mistakes into every capital call after it.
We stand up the entity alongside your counsel (operating agreement, EIN, bank and Carta), so the first close runs on a clean record from day one.
What’s included
You do
Decide the terms. Sign at close.
Your advisors do
Counsel drafts and advises on structure.
Timing
1 to 3 weeks per entity
Built for
GPs, angels, syndicate leads
You walk away with
A vehicle that’s ready for money the day you need it.
The problem
A tender is a gift to your team, until it confuses them, leaks, or doesn’t tie out.
Eligibility tiers, pricing methodology, the communications cadence that keeps employees informed without leaking material information, and settlement that lands cleanly on the ledger.
What’s included
You do
Set the terms with your board. Send the announcement.
Your advisors do
Counsel handles offer documents and securities questions.
Timing
6 to 10 weeks end to end
Built for
Series B and later
You walk away with
Liquidity your team understands, and a cap table that still ties out after.
The problem
Private-company equity habits don’t survive an S-1. The time to fix them is a year out, not a quarter.
We get the stock plan, the ledger and the transfer agent ready long before the filing, then track grants and lock-ups through pricing.
What’s included
You do
Make the strategic calls with your board and bankers.
Your advisors do
Counsel and bankers run the offering.
Timing
12 to 18 months ahead of listing
Built for
Late-stage companies
You walk away with
An equity program that’s public-ready before anyone asks.
The problem
Every offer you make on gut feel either overpays or loses the candidate, and both drain the pool.
We build bands from Carta peer data, model offers by level, and forecast pool runway so the next refresh isn’t negotiated under term-sheet pressure.
What’s included
You do
Pick the philosophy. Approve the bands.
Your advisors do
Counsel reviews plan changes.
Timing
2 weeks to first bands
Built for
Teams hiring past 15 people
You walk away with
Offers you can explain, and a pool that lasts as long as the plan.
The problem
Moving onto Carta with a messy spreadsheet just gives you a messy spreadsheet with a login.
We migrate cap tables from spreadsheets, competitors or legacy admins, scrub the data, model historical equity, and make sure your first day on Carta is your cleanest day on Carta.
What’s included
You do
One kickoff call, then answer a short list of questions.
Your advisors do
Counsel confirms any historical issues we find.
Timing
3 to 6 weeks
Built for
Anyone moving onto Carta
You walk away with
A first day on Carta that’s also your cleanest.
How an engagement runs
Your time goes down. The record goes up.
Ongoing
Readiness
Your time
26 min / wk
Record integrity
100%
Weeks 1 to 2
Discovery
Weeks 3 to 6
Reconciliation
Weeks 7 to 8
Readiness
Every day after
Standing
Get started
Meet the team that runs your back office.
Every operator on your account is Carta-certified.One call with the lead who’d run your account. A written proposal within a week: which services, which desks, and what it costs.