Use Cases
Funded team
Priced round closed, board in place, real operating cadence. Equity programs, foreign qualifications, board consents on a schedule, multiple exit envelopes available.
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You closed a priced round (Series Seed or Series A). The board has at least one investor seat. The team is 5–25 people, mostly in one or two states, with an option pool that's actively granting. Board consents and 409A refreshes happen on a real schedule. The exit envelope is open in the back of your mind — acquire, merge, or grow.
Create
Bring the entity into existence — formation, founder equity, EIN, registered agent.
Most of you incorporated long ago. The Create section here is short — the formation work is done. If you're a brand-new entity raising a Series A immediately (rare, usually a spinout), run formation first, then the priced-round close.
POST /v1/workflows/form_companyStandard founder Delaware C-Corp shape. Skip if your entity is already operational.
Manage
Operate the live entity — equity programs, board cadence, compliance, qualifications.
Funded operations are the meatiest part of the Matter API. Equity grants happen weekly. The board consents quarterly. Compliance is multi-state. Each priced round triggers a charter amendment, an option pool refresh, and a 409A revaluation. You're running real corporate governance now.
POST /v1/rounds/{id}/close_packageSeries Seed or Series A close. Charter amendment (Certificate of Designations for the new preferred class), SAFE conversion cascade, investor grants, 409A refresh, Form D filing — all atomic.
POST /v1/entities/{id}/resolutionsQuarterly minimum. Approve grants, ratify the option pool, accept the 409A, authorize foreign qualifications. Investor signatures route through the same envelope as the founders.
POST /v1/entities/{id}/valuations/{id}/refresh_requestAnnual cadence — the active 409A's safe-harbor presumption expires after 12 months. The priced round bundled a refresh in step 1; this is the standalone call you make in the off-quarters. ISO grants block on valuation_stale until you ship it.
POST /v1/entities/{id}/grants/batchSingle API call grants ISOs/NSOs to a batch of new hires. Strike price pulled from the most recent 409A; vesting schedule per the offer letter; signature window per the equity plan. Every grant is automatically logged for the next board consent.
POST /v1/entities/{id}/qualifyMost funded teams trip nexus in 3–5 states by year two (remote hires, sales travel, contracted work). Qualify before you trip — back-qualification penalties stack quickly.
POST /v1/entities/{id}/mfn_cascadeIf you raise a SAFE between priced rounds (rare, but it happens — bridge financings), the MFN cascade still applies to all prior SAFEs. Matter handles the per-SAFE amendment routing.
POST /v1/entities/{id}/grants/{id}/amendSometimes a founder grant or early-employee grant needs vesting added after the fact (investor demand at the priced round, usually). Matter's VestingOverlay primitive layers vesting onto an already-issued grant without rewriting the original.
POST /v1/workflows/handle_cofounder_departureAt funded scale, departures involve investor consent, separation pay, indemnification continuance, and frequently a 25% acceleration. Matter sequences the share repurchase, separation agreement, and cap-table update atomically.
POST /v1/workflows/file_all_dueNow sweeping across multiple states, multiple filing types, and the BOI report. Matter discovers what's due in the next 30–60 days and prepares the bundle.
Exit
Wind the entity down — dissolution cascade or M&A envelope.
Real M&A is on the table. Stock-for-stock, asset sales, mergers, acquihires — each branch has its own envelope and its own sequence. 280G analysis becomes load-bearing if any executive's payout exceeds the parachute threshold.
Stock-for-stock acquisition or merger. Matter runs the deal envelope through closing.
POST /v1/workflows/run_280g_cleansing_voteIf executive payouts on close exceed three times their five-year average compensation, IRC §280G imposes a 20% excise tax — unless you cleanse via a 75%+ stockholder vote. Matter computes the exposure and runs the vote before the close.
POST /v1/corporate_transactionsLOI → diligence → definitive → closing envelope. Matter handles the cap-table transfer and the investor preference waterfall.
POST /v1/corporate_transactionsForward, reverse, or reverse-triangular merger. Matter sequences the merger agreement, stockholder consents, certificate of merger, and cap-table consolidation.
Buyer wants the assets without the entity (and its tax history). Bill of sale, asset schedule, then a dissolution cascade.
POST /v1/corporate_transactionsBill of sale, asset schedule, allocation under §1060. Investor preferences run on the proceeds before the dissolution cascade.
POST /v1/entities/{id}/dissolveForm 966, final franchise tax across every qualified state, Certificate of Dissolution, BOI closure. Investor preference waterfall handled atomically.
Asset purchase + same-day employee transition + SAFE cancellation + entity wind-down. The acquihire pattern as one composite call.
POST /v1/workflows/close_acquihireOne composite endpoint runs the asset purchase, transitions employees to the buyer, cancels outstanding SAFEs, and dissolves the original entity in the right order.
Funded wind-downs are rare but happen. Matter handles the investor preference waterfall and SAFE cancellation as part of the cascade.
POST /v1/entities/{id}/dissolveForm 966, final franchise tax, Certificate of Dissolution, BOI closure. If there's not enough cash to satisfy creditors, see the insolvent court-supervised path.