Compensation Strategy Partners Equity Administration Consulting
Compensation Strategy Partners, LLC

Clarity, compliance, and control for your equity programs.

Senior-level equity administration, SOX audit readiness, and systems migration consulting for public companies, IPO candidates, and PE-backed firms — delivered by a former Director and VP with 15+ years across Wall Street and the Fortune 500.

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15+ YEARS LEADING GLOBAL EQUITY ADMINISTRATION
5 SPECIALIZED SERVICE OFFERINGS
SOX AUDIT-READY PROCESSES FROM DAY ONE
Service Offerings

Five ways we partner with you.

Every engagement is designed around repeatable, documented processes that scale with your business — whether you need a fractional equity leader, a focused audit readiness sprint, or recurring operational support.

01

Fractional Head of Equity Administration

Retainer · 20–40 hrs/month

Serve as your part-time Director or VP of Global Equity Compensation — senior-level leadership without the cost of a full-time hire.

  • Day-to-day administration of RSU, stock option, and PSU programs
  • Cap table accuracy and vendor coordination (plan administrators & transfer agents)
  • End-to-end process design: grants, vesting, exercises, new hires, terminations, tax withholding, reconciliations
  • Cross-functional partnership with HR, Payroll, Finance, and Legal
  • SOX-ready controls and audit trail establishment
  • Monthly reporting and metrics for leadership and Board committees

Ideal for: private companies preparing for IPO, newly public companies, or growth-stage firms not yet ready for a full-time equity leader.

02

Equity Process & SOX / Audit Readiness

Fixed-fee · 8–12 weeks

Prepare your equity and deferred compensation processes for external audits and regulatory compliance.

  • Current-state workflow mapping and gap analysis
  • SOX-compliant procedure design for equity plans and deferred compensation
  • Step-by-step process documentation, RACI charts, reconciliation templates
  • SEC Form 3, 4, and 5 preparation and filing coordination
  • Board and Compensation Committee materials development
  • PCAOB, SOX, and SEC audit preparation: tie-outs, sample support, control narratives
  • Coordination with internal and external auditors

Ideal for: PE-backed companies, IPO candidates, or public companies facing upcoming audits or regulatory reviews.

03

Equity Systems & Cap Table Migration

Project · 10–16 weeks

Lead equity platform implementations and migrations, ensuring accurate data transfer, system configuration, and seamless user adoption.

  • Migration planning from legacy systems or spreadsheets to new equity platforms
  • Data reconciliation and validation (pre- and post-migration)
  • Parallel runs and user acceptance testing
  • Process and controls documentation for the new system
  • End-user training for HR, Finance, Payroll, and local administrators
  • Post-go-live support and issue resolution

Ideal for: companies transitioning platforms, consolidating multiple systems, or moving from manual spreadsheets to automated solutions.

04

Training, Education & Communications Studio

Packaged or hourly

Develop equity education programs and communication materials that help employees understand and appreciate their equity compensation.

  • Grant packets, FAQs, and one-pagers for RSUs, stock options, PSUs, deferred comp
  • Manager toolkits and HRBP training guides
  • Explainer decks, videos, and intranet content
  • Virtual workshops for employees, managers, and executives
  • Annual communication calendars aligned to grant cycles, vesting events, trading windows
  • Insider trading policy and blackout period communications

Ideal for: companies launching new equity programs, undergoing program redesign, or seeking to improve employee engagement.

05

Equity Operations & Payroll Reconciliation Boutique

Monthly retainer

Specialized back-office support for equity and payroll reconciliations, ensuring accuracy and compliance in your recurring close processes.

  • Monthly/quarterly reconciliations: stock plan vs. GL, payroll vs. equity system, tax withholding
  • Dilution and burn-rate analysis
  • Compensation Committee reporting and metrics
  • Recurring checklists and calendars to prevent missed deadlines
  • Vendor coordination and issue resolution
  • Data quality monitoring and exception management

Ideal for: companies needing ongoing, reliable equity operations support without adding headcount.

Why Compensation Strategy Partners

Senior expertise. Documented process. Audit-ready from day one.

Process-Driven Approach

Clear, documented, repeatable processes that eliminate guesswork and reduce risk. You receive step-by-step procedures, templates, and controls that scale with your business.

Senior-Level Expertise

Director and VP-level experience across public and private companies — strategic thinking paired with hands-on execution, from pre-IPO cap tables to multi-billion dollar public company plans.

Audit & Compliance Focus

Designed and implemented SOX-compliant processes, coordinated PCAOB audits, and prepared SEC filings. Your equity operations will be audit-ready from day one.

Vendor & Cross-Functional Partnership

Deep working knowledge of major equity platforms (E*TRADE, Workday, ADP, Computershare, Bank of America Merrill Lynch, Charles Schwab), transfer agents, and payroll providers.

Remote & Flexible

All services are delivered remotely. We work on your schedule and adapt to your company's existing processes and culture.

Industry-Tested

Experience spans Financial Services, Technology & SaaS, Private Equity-backed companies, Professional Services, and Manufacturing & Industrials.

About the Principal

Vanessa Asasouk, Founder & Principal

Vanessa Asasouk headshot

Vanessa Asasouk is an independent equity compensation consultant with more than 15 years of progressive experience leading global equity administration, process optimization, and audit readiness for both public and private companies.

Her specialty is the full equity lifecycle — RSUs, stock options, PSUs, deferred compensation, and cap table management — across leading platforms including E*TRADE, Workday, ADP, Computershare, Bank of America Merrill Lynch, and Charles Schwab.

Vanessa held Director- and VP-level equity leadership roles at Blue Owl Capital, Riskified, Evercore, Moelis & Co., Crane Co., PepsiCo, and Pitney Bowes, where she built SOX-compliant processes, coordinated complex audits, and implemented scalable solutions that drove operational excellence.

Credentials

  • Executive MBA, University of New Haven
  • Bachelor of Science in Business Administration, Sacred Heart University
  • Certified Equity Professional (CEP) — Level I
  • Six Sigma Green Belt

Industries Served

Financial Services Technology & SaaS Private Equity-backed Professional Services Manufacturing & Industrials
Get Started

Bring clarity, compliance, and operational excellence to your equity programs.

Whether you are preparing for an IPO, facing an upcoming audit, or simply need reliable month-end equity operations, let's discuss how Compensation Strategy Partners can support your team.

Direct contact

I respond to all inquiries personally, typically within one business day.

Your inquiry will open in your email client addressed to vanessa@compsp.com. For automated form submission, connect this form to a service like Formspree or Basin.