Implementation specialist with 3+ years of experience supporting startup founders through SaaS onboarding, equity management, and cap table migrations.
My work sits at the intersection of customer success, data operations, and startup infrastructure. I specialize in translating complex equity documentation into structured cap table data and helping founders move from spreadsheets to reliable equity management systems.
Throughout my experience working with venture-backed startups, I have supported companies in organizing historical equity records, implementing vesting schedules, and ensuring their cap tables accurately reflect ownership structures.
Key areas of expertise include:
● SaaS onboarding and implementation
● Cap table migrations from spreadsheets
● Equity compensation structures (RSAs, stock options, vesting schedules)
● Startup equity documentation and ownership structures
● Founder and executive stakeholder support
I enjoy working closely with founders and startup teams to simplify complex equity structures and ensure their ownership data is accurate, transparent, and scalable.
