Strategic formation isn't paperwork—it's infrastructure.
We help founders choose and structure entities that attract investors, optimize taxes, and ensure compliance from day one. Every decision we make today shapes your company's trajectory tomorrow.
The gold standard for venture-backed startups
Isolated liability for multiple ventures
Optimize your tax structure as you scale
Operate seamlessly across state lines
From local LLCs to Delaware C-Corps,
Numera builds the financial foundation your business will scale on.
Your entity choice shapes everything: how you raise capital, allocate equity, pay taxes, and manage compliance. From your first investor conversation to your Series A data room, formation decisions echo through every milestone.
Start with a foundation that scales. Get clarity on critical decisions before they become expensive problems.
Entity type and jurisdiction selection
Choose the right structure for your growth trajectory
Founders' equity distribution and vesting schedules
Protect your ownership while attracting top talent
Franchise, sales, and payroll tax requirements
Stay compliant across all tax obligations
Initial reporting and compliance obligations
Never miss a deadline with our compliance calendar
Numera combines startup agility with institutional precision. We move fast, tailor every setup to your goals, and build financial systems designed to scale.
Three pillars of excellence that transform how startups manage their financial foundation
Built right from the start
Aligned with your vision
Scale without friction
We assess your business model, funding timeline, and long-term goals to recommend the right entity type, structure, and jurisdiction.
We handle filings, EIN registration, operating agreements, and banking setup—end to end.
We configure your financial and compliance stack for clean records and investor-ready reporting from day one.
Investor-ready in 4 sprints
Four focused sprints. Clear artifacts. No drift.
INCORPORATION & IDs
Incorporation, EIN, registered agent, and state account setup aligned.
REGISTRATIONS & STATE ALIGNMENT
Foreign qualification, BOI report, payroll/sales tax IDs, and timelines handled.
GOVERNANCE & DOCS
Officer certificates, resolutions, and minute book that won’t need rewrites.
EQUITY & COMPLIANCE CADENCE
Vesting, 83(b) timing, option pool, annual reports, and franchise tax.
Not more legalese—just clean, compliant formation that stands up in diligence
More than compliant. Always decision-ready.
Always know cash, burn, and runway.
Reporting that passes diligence without all-nighters.
Systems that don’t break when you double headcount or add entities.
Big4 leaders who help you see around corners.
While others build agencies, we built an ecosystem. 10,000+ companies don't just hire Numera — they tap into a living network where we are bringing world-class finance within reach of every entrepreneur.
From garage startups to glass towers, our clients aren't just using the same accounting firm — they're part of the same financial revolution. Every insight from every engagement makes the whole network smarter.
We convinced eight specialized powerhouses to check their logos at the door and build something bigger. Tax wizards, audit ninjas, CFO whisperers — all playing for the same team: yours.
Sun never sets on good finance. While you sleep in San Francisco, we're closing books in Singapore. Local expertise, global standards, and the kind of consistency that makes investors smile.
At Numera, we’re on a mission to make business formation clean, compliant, and investor-ready—so founders can build without second-guessing structure or filings.