Employees never pay. Equity is one flat price.
Every tool is on every tier. What you pay for is whether the answer is kept, whether the filing-grade document comes with it, and who keeps the facts. The price on this page is the price billing charges.
- Every calculator and the deadline calendar, no sign-in
- The working shown, every time
- Nothing is stored — run it again whenever you need it
/ month
- Every decision kept, with the numbers and the reasoning behind it
- See the pattern across decisions — and what has moved since last time
- Add the team — employees and advisors are always free
/ month
- Two people included — one prepares, one reviews, both named on the document
- Form 3, 4 and 5, 83(b) and related-party — you enter the facts per module
- Memos and schedules a controller, an auditor or an audit committee can rely on
- Your auditor and your board read it all, free — they never need a seat
/ month
- Enter a grant once — Form 4, 83(b), vesting, ASC 718 and the cap table all draw from it
- Your people sign in and see what they hold, what has vested and what is coming
- Two main seats included, $125 for each person after that
- Every employee and participant free, however many — by design, not as a promotion
/ month
- Every client company under one login, one click apart
- The same documents, memos and schedules, per client
- From ten clients — $790 a month for ten companies
| What you get | Free | Saved | Documents | Equity | Firms |
|---|---|---|---|---|---|
| Every tool, every calculator, the knowledge hub | ✓ | ✓ | ✓ | ✓ | ✓ |
| Your answers, inputs and workings are kept | — | ✓ | ✓ | ✓ | ✓ |
| Change one input and see what moved since last time | — | ✓ | ✓ | ✓ | ✓ |
| SEC tools — Section 16, 83(b), related-party, proxy | — | — | ✓ | ✓ | ✓ |
| Filing-grade documents and memos, with the standard cited | — | — | ✓ | ✓ | ✓ |
| Audit, controller and audit-committee pack | — | — | ✓ | ✓ | ✓ |
| Where the facts live | Not kept | Your saved runs | You enter, per module | One managed record | You enter, per client |
| Managed equity — pool, grants, vesting, cap table | — | — | — | ✓ | — |
| Enter a grant once, reused by every form | — | — | — | ✓ | — |
| Every number traces to a dated, approved source event | — | — | — | ✓ | — |
| Your people sign in and see what they hold and what has vested | — | — | — | ✓ | — |
| Companies you can administer | 1 | 1 | 1 | 1 | Unlimited |
| Roles you can assign | 3 of 12 | 4 of 12 | All 12 | All 12 | All 12 |
| People who can produce work | 1 | $20 each | 2 included, $125 each after | 2 included, $125 each after | Per client company |
| Employees, advisors, auditors and board members | Free at every tier, always — by design, not as a promotion | ||||
| Support | Community support | Email support | Priority support | Dedicated contact | Dedicated contact |
Do you file with the SEC or IRS for us?
No. Unfold CFO prepares documents for your review and export. You, or your filing agent, remain the filer of record for everything. That line never moves.
What do employees and participants pay?
Nothing, at any tier, ever. Employee accounts for accepting grants, viewing holdings, and downloading their own documents are free by design, not as a promotion.
What happens when a rule changes?
Rules ship as versioned packs. Changes are reviewed, published to a public changelog, and every output names the pack version it used. A tool that cannot cite current rules refuses to output.
Is this legal or accounting advice?
No. The tools prepare documents and computations from your inputs, with citations, for review by your team and your advisors. Judgment calls are flagged for your securities counsel, and edge cases escalate to a human.
Can we cancel anytime?
Yes. Plans are monthly, cancellation takes effect at the end of the billing period, and your data exports in open formats whenever you ask.
Start free. Upgrade when a tool earns it.
No card, no call, no quote.
Every signup starts with the full product free for 30 days — every tool, every role, no limits. Need longer, ask once for 15 more. When it ends you drop to Free: your data stays, your exports stay free, and you pick what was worth paying for.