Clarity, Control, and Confidence.
Equity gets messy fast when it is not designed and maintained with discipline. BobFi embeds directly with founders, finance, and legal partners to bring order and foresight to your equity strategy. We help teams to:
- Design equity structures that scale with growth
- Maintain clean, audit-ready cap tables
- Prevent dilution surprises and governance issues
- Ensure grants, vesting, and approvals are documented correctly
Our hands-on approach includes:
- Day-to-day cap table management and equity hygiene
- SAFE, option, RSU, and advisor grant administration
- Board consents and equity documentation workflows
- Investor and due diligence readiness support
Engagement Structure
We provide flexible engagement models designed around your organization’s size, complexity, and goals. Whether you need short-term support or a long-term partner, BobFi will sit down with you to design a custom engagement plan that fits your needs.
For defined deliverables (e.g., SOP creation, vendor transition, payroll audit), we offer project-based scopes with clear milestones and deliverables.
We also provide strategic oversight, including fractional CFO, HR systems leadership, or crypto/AI advisory roles—available upon discussion and scope alignment.
Services designed for you
Working with BobFi
Here are some key figures that illustrate our growth and commitment to our clients.
Deep-dive interviews across functions and geographies. Full process mapping and challenge identification.
Strategic recommendations by impact and complexity. Built-in execution timelines.
Align global payroll standards while accommodating local requirements.
Training
Plain English documentation for seamless adoption.
Reduce bottlenecks in comp, payroll, and reconciliation.
Transparent statements that build trust internally and externally.
Continued support during rollout and optimization.
Assess based on real need, not brand reputation.
Available for clean-up, iteration, and scaling support.
Global Payroll Expertise
Your Trusted Partner for Financial Operations
