Use Cases
Scale team
Series A and beyond. Multi-state operations, full equity programs, board cadence on a documented schedule, the full M&A surface available.
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You're past Series A. Headcount is 25+, possibly across multiple states. The cap table has multiple preferred classes. The board meets quarterly with a real audit committee. You may be running subsidiary entities for international operations or special-purpose vehicles for venture financing. Every Matter primitive is in play.
Create
Bring the entity into existence — formation, founder equity, EIN, registered agent.
The Create phase at scale is rare — you formed the parent entity long ago. Where it does kick in: subsidiary formation (Delaware C-Corp parent + a Wyoming LLC for a digital-asset arm, or a UK Ltd for European operations), special-purpose vehicles for SAFE notes, or a brand-new co-development entity.
POST /v1/workflows/form_companyNew entity, parent ownership 100%, no founder vesting (shares issued directly to the parent). Useful for international expansion, regulated business lines, or special-purpose vehicles.
POST /v1/entities/{id}/bank_accountsEach subsidiary needs its own banking relationship. Matter exports the Certificate of Good Standing, EIN, and authorizing resolution bundle each bank requires.
Manage
Operate the live entity — equity programs, board cadence, compliance, qualifications.
Scale operations are dense. Foreign qualifications across 10+ states. Board consents on a documented monthly cadence. Equity grants in batches. 409A refreshes after every priced round. Trademark filings as the brand matures. Subsidiary management. Compliance sweeps across the entire footprint.
POST /v1/rounds/{id}/close_packageEach priced round adds a new preferred class. Matter generates the Certificate of Designations, runs the SAFE conversion cascade (if any open SAFEs remain), refreshes the 409A, and files Form D.
POST /v1/entities/{id}/resolutionsMonthly or bimonthly at this stage. Approve grants, accept the 409A, ratify foreign qualifications, authorize subsidiary actions, approve the audit committee charter.
POST /v1/entities/{id}/valuations/{id}/refresh_requestAnnual cadence plus every material event (priced round, M&A LOI, secondary, public-listing). At scale you'll fire this 2–4 times a year. Rush the appraisal whenever a deal-timeline is in play; ISO grants block on valuation_stale until the refresh lands.
POST /v1/entities/{id}/grants/batchTwenty grants in one call. ISOs/NSOs/RSUs depending on jurisdiction and tax posture. Strike from the latest 409A. Vesting per offer letter. All routed for signature in one envelope.
POST /v1/entities/{id}/qualifyEach new remote hire, each new sales territory, each new contract with a state agency triggers nexus. Matter qualifies in any US state with the right registered-agent and franchise-tax setup.
POST /v1/entities/{id}/qualifications/{id}/employer_accountForeign qualification doesn't auto-register you for state UI/SDI/SUTA. Matter files the employer account application alongside the qualification.
POST /v1/entities/{id}/mfn_cascadeBridge financings between priced rounds still trigger MFN. Matter discovers eligible SAFEs and routes per-holder amendment for accept/reject.
POST /v1/entities/{id}/grants/{id}/amendInvestor-demanded re-vesting at the priced round, or executive-retention re-vesting layered on top of original grants. The VestingOverlay primitive handles both without rewriting the underlying grant.
POST /v1/workflows/handle_cofounder_departureAt scale, departures involve indemnification continuance, separation pay structured for §409A compliance, accelerated vesting (often 50%+), and investor disclosure. The cascade endpoint sequences all of it.
POST /v1/entities/{id}/name_changeRe-brand at scale touches the charter (board + stockholder consent), every foreign qualification, every bank account, and every signed agreement that names the entity. Matter cascades the change.
POST /v1/entities/{id}/trademarksUSPTO TESS search, Section 1(a) or 1(b) filing depending on whether the mark is in commerce. Useful around brand launches and product expansions.
POST /v1/workflows/file_all_duePer entity, per state, per filing type. Matter discovers, prepares, and submits the full set across the entire footprint.
Exit
Wind the entity down — dissolution cascade or M&A envelope.
Scale-stage exits are the most complex. M&A involves diligence rooms, indemnification baskets, escrow holdbacks, and earnout structures. 280G cleansing is nearly always required. Acquihires are still on the table for sub-divisions. Asset sales for divisions are common. The 401(k) plan termination process becomes load-bearing for any winding-down employer.
Stock-for-stock acquisition with all the trimmings — escrow, indemnification basket, earnout, R&W insurance, holdback. 280G cleansing runs as preflight.
POST /v1/workflows/run_280g_cleansing_voteRequired preflight before nearly every scale-stage acquisition. Matter computes the per-officer parachute exposure, generates the disclosure package, and runs the 75%+ stockholder vote.
POST /v1/corporate_transactionsStock-for-stock close. Matter runs the LOI → diligence → definitive → closing → closed envelope and handles the cap-table transfer + investor preference waterfall.
POST /v1/corporate_transactionsWhen the deal is structured as a stock purchase rather than a merger.
Forward, reverse, or reverse-triangular merger. Matter sequences the merger agreement, stockholder consents, certificate of merger, and cap-table consolidation.
POST /v1/corporate_transactionsPick the structure based on tax treatment and surviving-entity needs. Matter handles all three shapes from the same endpoint.
Buyer wants the assets (or the team, plus the assets) without the entity.
POST /v1/corporate_transactionsBill of sale, asset schedule, entity status transition.
POST /v1/workflows/close_acquihireAsset purchase + same-day employee transition + SAFE cancellation + entity wind-down. One composite call.
POST /v1/entities/{id}/benefit_plans/{id}/terminateWind-down or sale frequently requires terminating the 401(k) plan. Matter sequences the BenefitPlan termination, Form 5500-final, and Form 5310.
Final scenario. If the deal isn't an acquisition, wind down across every qualified state.
POST /v1/entities/{id}/dissolveForm 966, final franchise tax across every qualified state, Certificate of Dissolution, BOI closure. Investor preference waterfall handled atomically. If there's not enough cash to satisfy creditors, switch to the court-supervised insolvent path.