Preferred Provider Program

The Brex Corporate Card was carefully designed for the needs of the venture community. Accepted everywhere, Brex saves time (seamless accounting/expensing) and money (unparalleled cash-back rates).

NVCA members: $1k cash-back until Leap Day (Feb 29) + waived card fees for life

NVCA portfolio companies: $500 cash-back + $5k AWS credits & 40 SaaS discounts + waived card fees for life

Questions? nvca@brex.com

CANOPY offers a network of shared workspaces in San Francisco, catering to professionals who appreciate contemporary design and a distraction-free environment.

For NVCA Members:

New clients receive:

• Waived initiation fee
• One month free with one year commitment
• Priority access if on waitlist

For NVCA Member Port Cos:

New clients receive:

• Waived initiation fee
• One month free with one year commitment
• Priority access if on waitlist

How to access this benefit: Please contact Simran Mangat (simran@canopy.space)

Carta helps private companies, public companies, and investors manage their cap tables, valuations, investments, and equity plans.

For NVCA Members:

• All new Carta fund administration clients receive a $5,000 implementation discount.
• Not ready for fund administration? NVCA Members get free access to Carta scenario modeling tools for three months.

An end-to-end cloud-based platform for alternative asset managers and institutional investors, Dynamo provides comprehensive investment management software.

For NVCA Members:

• Existing Dynamo Software clients receive one free personal pass (annually) to Dynamo University. Additional passes may be purchased at a 25% discount (off the full ticket rate).
• New Dynamo Software clients receive 10% off the one-time deployment fees associated with product implementation, configuration, and training.

Embroker is an insurance platform that helps businesses get the right coverage, at a lower cost, and with less hassle.

For NVCA Member Port Cos: 10% underwriting credit on any combination of coverages in the Embroker Startup Program: Directors & Officers (D&O), Employment Practices (EPLI), Fiduciary, and Tech Errors & Omissions (E&O)/Cyber.

How to access this benefit: Visit this page to learn more about the Embroker Startup Program. Use code NVCA10 at checkout.

EquityZen is the marketplace for pre-IPO equity used by 70,000+ Shareholders & Investors. Invest in or sell shares of private companies via our EquityZen funds.

• For NVCA Members: Private company shareholders looking to sell will get discounted seller transaction fees:

• • • <$3m transaction: 4%
    • $3-5m transaction: 3.5%
    • $5m+ transaction: 3%

Graphite Financial provides full-service, scalable in-house accounting teams and financial modeling services for startups. They’ve provided hundreds of early-stage companies full or part-time teams of experienced finance professionals.

For NVCA Member’s Portfolio Companies: 12% discount on all Graphite services, including outsourced accounting, financial modeling, and tax services.

Insperity, a trusted advisor to American companies for more than 33 years, provides an array of human resources and business solutions designed to accelerate growth and minimize risk for high-growth and emerging companies.

For NVCA Members:

Insperity will provide preferred pricing to each new Workforce Optimization Insperity client. Additionally, for NVCA members who currently use and those who become new Insperity Workforce Optimization clients and process their first month’s payroll, Insperity will provide a one-time $1,000 contribution towards the client’s NVCA membership fee for the following calendar year. Client must provide proof of NVCA membership and dues payment. Eligible clients will receive payment in the form of a rebate to client.

For NVCA Member Port Cos:

Insperity will provide preferred pricing to each new Workforce Optimization Insperity client.

To access this offer, please contact Randy Fisher at randy.fisher@insperity.com.

NVCA members get free access to a limited version of the PitchBook Platform, which includes five advanced searches and five profile views per month. Member firms also get 10% off a new subscription to the PitchBook Platform (up to a $10,000 value) or one free, additional seat.

Preferred Return provides valuation compliance, valuation advisory, and financial modeling services to a diverse set of investors and companies

For NVCA members: First year of portfolio valuation 30% off, or $400 per position off, whichever is greater (valid for both new and existing clients).

For NVCA member portfolio companies: 409A valuation services to any company in your portfolio for 20% off, or $300 off, their first year, whichever is greater (new clients only).

Questions? nvca@preferredreturn.com

Learn More: https://preferredreturn.com/nvca_members