At Checkmate Equity, we’re reinventing how equity administration is done. Our founding team of Carta experts and our unique exclusivity for clients using the Carta platform drives powerful efficiencies. These efficiencies translate into the best in class service and pricing for your business. Contact us and put your cap table on autopilot with Checkmate Equity.

Carta (formally known as eShares) makes it simple for companies of all stages to turn employees into owners. As an SEC-registered transfer agent, we help companies issue, value, and transfer securities. Our powerful reporting and administrative tools keep you in compliance with the latest SEC and IRS regulations.

At Apex Brokerage we assisted both buyers and sellers of website businesses in achieving successful outcomes. With experience facilitating millions of dollars in acquisitions, we assisted individuals with locating buyers/sellers, negotiating price/terms, prepping legal documentation, facilitating escrow, and more.

Built a company from the ground up including designing and patenting multiple products. Worked in all areas of business development including design, crowdfunding, and logistics.

Represented online businesses for sale valued between $50,000-$10,000,000. Analyzed and completed due diligence on countless digital assets. Wrote and prepared sales documentation and a prospectus for each Deal Flow represented business.

Trained to become a Investment Advisor and Registered Representative through sitting in on client cases and studying for the FINRA Series 7, Series 66, and Life Insurance exams.

Improved office efficiency by analyzing, developing, and leading staff to maintain an electronic filing system. Developed an extensive knowledge in the financial business from weekly meetings with the principal advisor. Conducted countless training sessions with staff over several tasks to become compliant with securities broker. Worked towards receiving the series 7 license to enable me to sell various financial securities.

Analyzed internal and external financial statements and created several potential scenarios in which could increase the profitability of Partner. Obtained extensive knowledge of the micro-finance industry through site visits of the various departments at Partner's home office and nearby branches.