Incorporation strategy (selection of state and incorporation assistance)

Multi-round Cap Table design modeling including setting up share classes and stock options planning

Board formation, bylaws, and governance documentation

Equity Management system (Carta) setup and management — onboarding founders, employees, and investors; tracking vesting and share issuances; maintaining audit-ready data rooms

Financial system management – integration of banking and bookkeeping tools

Intellectual Property setup — coordinating USPTO trademark filings and patent strategy to secure early-stage protection