A real person — not a support ticket or an AI

Your dedicated
Carta expert.
On speed dial.

I'm in cap tables every day — Health Check fixes, data warnings, cleanups, equity events, the whole job. One person, one number, no tickets.

See how I help → Get in touch
✓ Direct line, not a ticket queue · Monthly or hourly · No contracts
Tyler Ontiveros, Carta Advisor
5+Years on platform
Same dayResponse time
1:1Personal rep
Trusted by founders and CFOs across
Pre-seed Seed Series A Series B Post-pivot Pre-audit
About Tyler

One person.
Who actually
picks up.

I've spent 5+ years inside the equity-admin world — working with founders, CFOs, and ops leads on everything from first-time grants to complex equity events and audit-ready cleanups.

What I kept seeing: companies buy Carta and quietly wonder who's supposed to run it. Support is slow, the docs sprawl, and most questions aren't that hard — they just need someone who's done it a hundred times.

Work with me and you have that person on call. Text, email, or phone — I'm the one who answers, and I stay with you through whatever you're dealing with.

5+
Years in equity admin Seed to Series B — first grants through audit prep
1
Person, every single time No juniors, no handoffs, no agency overhead
∞
Questions you can ask Your time is better spent building — mine is spent on your cap table
What I handle

Expert cap-table consulting,
end to end.

Everything inside your cap table, handled — from a single stakeholder request to clearing every Health Check on the account.

Stakeholder Support
  • Password resets & account access
  • 2FA resets
  • Portfolio onboarding
  • Accepting securities & invitations
  • Payment & bank info updates
  • Cap table access config
  • Share transfers
Cap Table Management
  • Issuing & drafting equity awards
  • Modifying certificates & grants
  • Editing vesting schedules
  • Option, RSA & RSU issuance
  • SAFE & convertible note setup
  • New round configuration
  • Reports & exports
Equity Events
  • Option exercise assistance
  • Repricing
  • Stock splits
  • Board approvals & consents
  • 409A coordination
  • SAFE & note conversion
  • Dilution modeling
Cleanup & Audit Prep
  • Fix Health Checks
  • Resolve Data Warnings
  • Duplicate stakeholder merges
  • Defective securities remediation
  • Disorganized data restructuring
  • Historical data corrections
  • Pre-fundraise cleanup
  • Stakeholder reconciliation
  • Missing document tracking
  • Standard reporting & exports
AI & Workflow Automation New

As these platforms add AI features, agents, and integrations, you get someone who already uses them daily — so the new capabilities show up in your account, not just in the changelog.

  • Platform AI feature setup & configuration
  • Bulk operations & data imports
  • Templates for grants, consents & events
  • Reporting automation & saved views
  • Integration with your stack (HRIS, payroll)
  • AI-assisted equity issuance workflows
How it works

Three steps.
That's it.

No portals. No ticket queues. Reach out, tell me what you need, and we get started.

01
Reach out
Email or call and tell me where your cap table stands. I'll point you to the level of support that fits — or a one-off if that's all you need.
02
Get my direct line
Once we're set up, you have my personal phone and email. Text, call, or send a doc — whatever's easiest.
03
Handled, same day
Most things are sorted within hours. Complex events I'll run start-to-finish and keep you posted without the noise.
Plans

Find the right level of support.

Three ways to work together. Reach out and I'll help you pick the fit — and we'll scope it to your cap table.

Personal
For founders with occasional cap-table needs who want a real person on call instead of a ticket queue.
  • Direct text, call & email access
  • Same-day responses, weekdays
  • Stakeholder & access support
  • Cap-table questions & walkthroughs
  • Month-to-month
Get in touch →
Most Popular
Priority
For companies actively managing their cap table — issuing grants, running a round, or simply done with support tickets.
  • Everything in Personal
  • Priority response, incl. evenings
  • Monthly 60-min working session
  • Equity issuance & modifications
  • Vesting edits & event support
  • Cap-table reporting & exports
Get in touch →
Dedicated
For companies who want a dedicated equity expert on retainer — cleanups, Health Check fixes, audit prep, and platform optimization handled continuously.
  • Everything in Priority
  • Weekly working session
  • Ongoing Health Check & warning resolution
  • Defective security remediation
  • Cap-table cleanup & reconciliation
  • Audit & fundraise prep
  • AI-assisted equity workflows
Get in touch →

Not sure which fits? Get in touch — I'll help you pick. Custom scope (migrations, multi-entity cleanups) and one-off projects quoted separately.

For firms & partners

Already run an equity
admin practice?
Let's work together.

If you're at a cap-table firm, fractional CFO practice, law firm, or accounting shop — I'm happy to partner. You keep the client relationship; I handle overflow, after-hours, or platform-specific depth when you need it.

Email about partnerships →
↳
White-label overflow

Send me the ticket, I deliver through your brand. Your client never sees me. Flat per-engagement or hourly.

⇌
Referral partnership

Clients too small for your model? Send them my way. I'll send back anything needing a full-service firm — public-company accounting, ASC 718, complex M&A.

◷
On-call platform specialist

Your team knows equity. I know Carta. Retain me as a back-channel expert for platform-specific questions — no client exposure required.

FAQ

Common
questions.

How do I actually reach you?
Email or call me to start — once we're set up, you have my direct phone and email. From then on you text me, call me, or email — whichever is easiest. No portals, no ticket system.
Do you need access to our account?
For most things, yes — it's the fastest way to get you unstuck. I'll be added as a user with the right access level and treat every account with the discretion you'd expect. If you'd rather keep me out and just have me walk you through things over screen share, that works too.
What kind of companies do you typically work with?
Mostly early-stage through Series B startups on the platform — anywhere from pre-seed founders issuing their first options to companies mid-fundraise or prepping for audit. If you're on it, I can almost certainly help.
How fast do you actually respond?
Same day, almost always. Most messages get a reply within a couple hours during working hours. Anything that lands overnight or on a weekend, I'll get to first thing.
Is this legal advice?
No — I'm not a lawyer and I don't give legal advice. I handle the platform and the operational side of equity administration. For legal questions you should still work with your attorney.
What counts as a "complex project"?
Things like full cap-table cleanups, platform migrations, setting up a new financing round, or major audit prep. On the Dedicated plan these are included; on Personal or Priority I'll scope them separately. Day-to-day admin work is always covered.
What if I just have one question or one project?
No problem — I take one-off projects too, billed hourly with a one-hour minimum. Good for a single cleanup, a grant issuance, or a quick second opinion. Email me with what you're dealing with and I'll send a realistic estimate.
Can I cancel anytime?
Yes. Monthly work is month-to-month — cancel whenever, no contracts, no commitments. Prefer one-off or hourly? There's nothing to cancel in the first place. No lock-in either way, no awkward conversations.
Contact

Ready for an
equity rep of your own?

Email, call, or text and tell me where your cap table stands. I'll take it from there — that's the whole onboarding.

Email Tyler → Call or text (801) 821-7445