TOOLS
The Founder Stack
Proper documentation is essential for demonstrating QSBS qualification. These tools help startups maintain accurate records of stock issuances, holding periods, and corporate structure.
Pulley
CAP TABLEWhy for QSBS? Cap table software tracks stock issuances, exercise dates, and 83(b) elections—all critical data points for determining QSBS holding periods. Pulley is designed for startups and integrates with standard equity workflows.
Best For
- Seed to Series B Startups
- 409A Valuations
- Generating Form 3921s
Mercury
BANKINGWhy for QSBS? Mercury provides banking services designed for startups, with features like multi-account management and treasury services. Good financial infrastructure helps maintain clean records throughout the company's lifecycle.
Best For
- Startup Banking
- Treasury Management
- Corporate Cards
Clerky
FORMATIONWhy for QSBS? QSBS requires stock to be issued by a domestic C-Corporation. Clerky specializes in Delaware C-Corp formation and handles founder stock issuance with proper documentation, including 83(b) election paperwork.
Best For
- New C-Corp Formation
- Automated 83(b) filing
- Standard SAFE Notes
Disclaimer: Some links may be affiliate links. These tools can help with documentation but do not guarantee QSBS qualification. Consult a tax professional for advice specific to your situation.