The system of record for how companies deploy equity to access talent.
📣 Bonus Deal Perk: Get up to 40% back through the NJ Angel Investor Tax Credit (Deadline May 8, 2026)
Every dollar invested is matched 1:1 by the State of New Jersey, up to $1M. Investors will get 40% back as a state tax credit or cash — available to investors in any state.
The math: Invest $10K → TFE receives $20K. You get $4K back. Net out-of-pocket: $6K.
Matching funds must be committed by May 8.
SPECIAL INVITE:
On April 30th join us for a Private Salon bringing together investors writing $25K–$50K+ checks who are interested in diversifying the innovation ecosystem, people and products.
We’re building the foundational infrastructure for the advisory economy, where talent and equity intersect.
Every company uses equity to access talent. None of them have a system for it.
Advisors, fractional operators, board members - companies bring them in every day using equity, but the process runs on handshakes and spreadsheets. On the other side, operators building portfolio careers across multiple companies have no infrastructure to manage it.
Carta built the system of record for cap tables. Rippling built it for HR and payroll. The Fourth Effect is building it for equity-based talent. The category is open.
Why Now
A category formation moment
Fractional executive roles have doubled in two years. The OECD projects 50% of professionals will have portfolio careers by 2030. Both sides are accelerating. Neither has infrastructure.
What They Own
A two-sided system of record
For companies: Find the right people at the right time, structure equity deployments, manage advisory relationships, and measure ROI.
For talent: Find the right opportunities at the right time. Build a portfolio career. Track agreements, vesting, and value in one place.
What $2M Unlocks
Production platform launch (Summer 2026). Convert 5,500+ users and 20,000-member community onto the new platform. Deploy channel partners: VC funds, accelerators, economic development programs. Scale to $500K–$1M in annual revenue. Path to profitability within 18–24 months.
The Round
$2M Seed Round
Lead: SWITCH (led by Kate Brodock, CEO of SWITCH, co-led by Chief member Dana Gilland, and Chief Alum Melissa Santoro)
🔗 Links
Pitch Deck | Video Pitch |Product Demo | Appendix| Q&A | Book 30 minutes🙏 The Ask
Invest. For investments <$25k click here. For investments >$25k, join us for a SPECIAL Private Salon on April 30th. Click here.
Introduce us. If you know angels, angel groups, or family offices writing $50K to $250K checks, a warm intro is worth more than anything else you can do for us right now. You do not have to make the pitch. Just make the intro.
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Upcoming Investor Preview Sessions
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