Welcome to The Vistra Partner Program!

TriNet has partnered with your VC investor to offer our services up to 60% off the normal rate. With over 30+ years of providing full HR services for 23,000 VC-backed startups, connect with the TriNet team and see how they can support your growing organization!

$1,000 tax filing + $10/month bookkeeping (normally $99/mo) | US entities only

Built for new small business owners who need affordable, hands-on support getting off the ground.

What's included:

• Monthly bookkeeping
• Federal + state tax filing (1040 + Schedule C)
• Free onboarding to Pilot
• Help setting up your bank account, credit card & payroll
• Small business resource library + monthly webinars

✅ Who qualifies: US business under 1 year old, under $15,001/month in expenses at signup

After your first year or if you exceed the expense limit, you'll move to the standard Pilot Essentials plan at $99/month. Tax complexity beyond standard returns billed after filing.

💰 Immediate Incentives:

• $500 gift card just for taking a demo (yours to keep, no strings attached)
• $500 additional bonus when you make the switch
• Total: $1,000 in switching incentives

What Proven Founders Are Saying:

"Switching from Brex to Ramp saved us $40K annually and cut our month-end close from 10 days to 2. The $1,000 bonus was just icing on the cake."

J.P Morgan Workplace Solutions have the most advanced scenario modeling on the market. You can now model multiple future funding rounds and exit events. Model your Series A Round, and then build a Series B, C & D on top.

Use our tool to prepare for funding rounds or your exit event!

FREE Cap Table Management up to 40 stakeholders

$2000 per year for 41-100 stakeholders ( before discount )

Complimentary Onboarding - We do the heavy lifting!

Access to J.P Morgan Startup Banking Product & Solutions

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

Proven uses Ramp internally and recommends it to companies for corporate cards, expenses, bill pay, procurement, travel, and treasury — all in one finance platform.

Proven companies get:

• Up to $350K in startup perks (AWS, OpenAI, Notion, Azure, and more)
• $500 signup bonus when you get approved
• ~4% yield on operating cash
• White-glove onboarding with fast, founder-friendly underwriting

To see further details, please click on “Show details”

$750 for your first year of tax filing and bookkeeping is free until you outgrow the program.

Everything a newly incorporated startup needs to launch with clean financials.

Built for: US-incorporated C-Corps and Multi-Member LLCs that are under 1 year old and under $15,001/month in expenses.

What's included:

• Free onboarding to Pilot

• Monthly accrual-basis bookkeeping — free while you qualify

• Federal + state tax filing + extension — $750 flat

• Business checking, savings & corporate credit card setup

• Payroll set up for you

• Startup resource library

• Access to US-based financial experts

Once you hit your first year or exceed the expense limit — whichever comes first — you'll move to Pilot Core (bookkeeping from $399/mo, based on monthly expenses) + Tax Starter ($750/yr).

50% off the first three months of all Bookkeeping & Accounting services

Two hours of free Controller work

Complimentary one-hour CFO consultation

Waived onboarding fees

Discounts with Burkland’s tech stack partners, e.g. QBO, NetSuite, Ramp, Expensify, Bill, Gusto, Deel, Carta, Puzzle, and more

FREE Cap Table Management up to 40 stakeholders for startups & scaleup companies

Access to J.P Morgan Startup Banking Products & Solutions

Complimentary Onboarding - We do the heavy lifting!

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online