Legal & EQUITY

Secure your legal foundations & drive growth
with trusted legal & equity services

Are you fed up with

409a valuations?
ESOP agreements?
cap-table management?
investor audits?
stock splits?
Unless you're an equity management platform, leave this to the experts!

Organize & standardize your legal & equity documents

Speak to an Ops Expert
The best founder CEOs use levy

3 reasons to outsource Equity Ops

As a founder looking to build a billion-dollar company

Your time is valuable

Prioritize your time as a CEO.
The success of your company relies on it.

You're not an expert

Founders don't have to be equity experts. They should focus on their own expertise

Legal docs are annoying

Your goal is to make a difference. You didn't create a company to send documents.

Equity management by Equity experts

Levy does the tasks you don't want to, we organize your chaos

webflow tools refokus autotabs
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Make you default investable
Levy will audit & classify all your legal docs so you're always ready for your next raise.
Equity Purchase Agreements
Levy will draft and send equity issuance & purchase agreements for signature.
Conduct 409a Valuations
Levy will facilitate the 409a valuation process with client and valuation firm.
Cap Table management
Levy will update the cap table via cap table software after board consent & legal review.
Speak to an Ops Expert
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Smart CEOs outsource Equity to levy

With levy you get a fully organized back-office, ready for investors

"We work with Peter as our Operations partner, he’s fantastic!
I forward between an 1/8 and a 1/4 of my emails to him everyday and he just handles it or tells me how to handle it, and that’s been so great!"

Dereck Paul, MD

Founder & CEO @ Glass Health

"You won’t be able to find anyone out there that can provide the same level of professionalism."‍
‍

David Connors

CEO @ The Swarm

"There's a lot of tedious operational work that I either don't know about or don't want to do and that's taken off of my plate and I don't have to think about it."

Nick Mungia

Chief of Staff @ OnCyber

"Since we started working [with levy], I have not thought about the back-office."
‍

Mohamed Elgendy

CEO @ Kolena

"It's great to have levy for you to do the things you care about while they take care of the internal ops."
‍

Sam Matthew

Head of Legal @ On Deck

"In a hyper growth startup company, you’ve got a number of different operations, items and things you’ve got to take care of. Levy covers everything! They do ALL of it! And it been amazing. They deal with compliance, they deal with payroll, they deal with some of the light legal issues, some of the finances and account receivables. They [Levy] does all the jobs we don’t want to do so we can grow and build our company faster"

Tim Enger

Head of Operations @ Bounce

"Getting a lot of work off of your plate as a Founder I think both from the time perspective as well as just the peace of mind perspective has been very well worth the cost for me"

Avi Press

Founder & CEO @ Scarf

"Mauris consectetur erat sit amet massa elementum posuere. Aliquam at porta nunc."

Alexandra Ultra

Founder of Ngma

"It’s the best money that we spend every month. Levy is a cheat code that other startups should 100% implement. "
‍

Abhi Vyas

Founder & CEO @ Mem Protocol

"[Our OP] is the lifeblood of our business…it would be very painful if he was not with us on a daily basis. "
‍

Ari Litan

COO @ Layer Zero Labs

"The number of hours we're saving is expanding and increasing week over week."
‍

David Greenbaum

Founder & CEO @ OnPlan

Schedule your free call

Our 6-step success playbook

Make the right choice & let levy take care of your HR needs.

Let's talkLet's talk

Step 1

Onboarding/Consultation

We start by understanding your HR pain points and business goals. Our team then develops a customized plan to streamline your HR operations.

Step 2

Implementation

Once the plan is approved, our OP team works as your human resource team to implement the changes, ensuring a smooth transition.

Step 3

Ongoing Support

Our Operations Partner (”OP”) provides ongoing support to ensure the new processes are effective and optimized for your business needs.

Step 4

Reporting & Analytics

We provide regular reporting and analytics to track progress and identify areas for improvement.

Step 5

Continuous Improvement

Our clients are run like world-class businesses. We continuously learn and improve our processes so our clients are always at the cutting edge of operations.

Step 6

Proactive Advice

Levy works across dozens of startups. We are constantly updating best practices. We bring that value to all of our customers
‍

Our 6-step success playbook

Make the right choice & let levy take care of your HR needs.

Let's Talk

Step 1

Onboarding/Consultation

We start by understanding your HR pain points and business goals. Our team then develops a customized plan to streamline your HR operations.

Step 2

Implementation

Once the plan is approved, our OP team works as your human resource team to implement the changes, ensuring a smooth transition.

Step 3

Ongoing Support

Our Operations Partner (”OP”) provides ongoing support to ensure the new processes are effective and optimized for your business needs.

Step 4

Reporting & Analytics

We provide regular reporting and analytics to track progress and identify areas for improvement.

Step 5

Continuous Improvement

Our clients are run like world-class businesses. We continuously learn and improve our processes so our clients are always at the cutting edge of operations.

Step 6

Proactive Advice

Levy works across dozens of startups. We are constantly updating best practices. We bring that value to all of our customers
‍

Your other back-office solutions... suck

Experienced HR generalists will cost you $150K+ and months to setup

Try for free
Watch Demo
Do It Yourself
Consultant
Hire Internally

Do It Yourself

Time consuming

Don't you have more important things to do as CEO?

Mistake-prone

Unless you have experience with HR, you're bound to make a mistake., and pay more in the long run.

Expensive

The opportunity cost of not growing your business is priceless.

Hire a Consultant

Strategy Oriented

Consultants tend to focus on the ‘strategic’ side of HR instead of the actual nitty gritty tasks.

Lack of Execution

Consultants will not have the man-power to handle all your HR needs as you scale.

Expensive

Good consultants are hard to find, and they don't come cheap.

Hire full-time

Expensive

Will usually cost you upwards of $150,000 with benefits.

Overkill

Unless your organization has 150+ full-time employees, you do not need a dedicated HR generalist.

Managerial Overhead

The new hire will take time to be onboarded and learn the ropes which all require managerial oversight.

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Your other options... suck

A mistake in equity management could potentially cost you... your company

Do It Yourself
Hire a Consultant
Hire full-time

Do It Yourself

Time consuming

Don't you have more important things to do as CEO?

Mistake-prone

Your lack of expertise will lead to mistakes.

Expensive

The cost of not growing your business is unthinkable.
Get started

Hire a Consultant

Top-level consultants

Consultants don't execcute the actual nitty gritty tasks.

Lack of Execution

Lack of ability to handle your equity needs as you scale.

Expensive

Equity consultants, usually lawyers are extremely expensive.
Get started

Hire a COO

Expensive

COOs are expensive & will cost you of $250,000+ all in.

Overkill

Hiring in-house with less than 150 employees is a waste.

Managerial Overload

Unnecessary time wasted by CEO to onboard the COO.
Get started

Levy has helped 150+ companies manage their Human Resources

Stop acting like a founder, be a CEO

Get startedTalk to sales

Stop acting like a founder, become a CEO

With your operations outsourced to levy

Get startedTalk to sales
Request an appointment

Our 6-step success playbook

Get started with levy and let us take care of your HR and back-office needs.
Step 1

Initial Onboarding/Consultation

We start by understanding your HR pain points and business goals. Our team then develops a customized plan to streamline your HR operations.

Step 2

Implementation

Once the plan is approved, our OP team works as your human resource team to implement the changes, ensuring a smooth transition.

Step 3

Ongoing Support

Our Operations Partner (”OP”) provides ongoing support to ensure the new processes are effective and optimized for your business needs.

Step 4

Reporting & Analytics

We provide regular reporting and analytics to track progress and identify areas for improvement.

Step 5

Continuous Improvement

Our clients are run like the world-class businesses they aspire to be. We continuously learn and improve our processes so our clients are always at the cutting edge of operations.

Step 6

Proactive Strategic Advice

Levy works across dozens of startups. We are constantly updating best practices. We bring that value to all of our customers

levy is when you stop being a founder and become a CEO

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© 2024 Levy, Inc.
Levy is a provider of back-office services, including human resources, compliance management, financial review and equity management.
Levy is not a public or private accounting firm or law firm and does not provide services that would require a license to practice accounting or act as a lawyer.