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What kinds of companies are eligible to use Consolidation Vehicles?

Currently we support US C-Corporations that have raised venture capital funding.

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Can I use a Consolidation Vehicle and Roll Up Vehicle at the same time.

Yes. Roll Up Vehicles are proactive tools to ensure that new investors enter as a single line. The Consoliation Vehicle will help manage existing investors, or investors outside of the Roll Up Vehicle. The ideal combination is to set up both in advance of a future financing, a Consolidation Vehicle to clean up existing holders, and a Roll Up Vehicle for new investors in the financing. Properly configured, this results in only one line on the cap table between the Roll Up Vehicle and the Consolidation Vehicle.

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What kinds of instruments are eligible to be consolidated

Most kinds of securities that are issued by venture backed companies are eligible, including:
  • SAFE
  • Common Stock
  • Preferred Stock
  • Warrants

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What kinds of shareholders can be consolidated?

While all kinds of shareholders can be consolidated, we recommend focusing on shareholders with less than 5% fully-diluted ownership.

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Can Consolidation Vehicles work for employee holders?

We recommend focusing on former employees who hold exercised option.