Workshops and Founders Dinners
We host workshops and dinners for founders on a regular basis. If the following interests you, please contact us. We’ll reach out with available dates as soon as we can.
Enjoy access to a host of free benefits, including AWS Cloud credits, AWS Business Support credits, exclusive members-only offers, and access to the Activate Console to help build and grow your business.
The following AWS Activate benefits are available to FirstRepublic clients that meet the eligibility criteria:
Astrella
Astrella can assist you in managing the equity in your company by providing you with a first-class equity management platform for your cap table and the equity awards for your employees.
Our easy-to-use software allows you to set up your cap table in a matter of a minutes quick setup to get you on the fast track to effective cap table management. Enter your ownership information to access outstanding cap table management tools and support.
Our cap table solution handles everything from detailed waterfall payouts and 409a valuation to rigorous vesting schedules and funding rounds. Are you looking for something specific? We are always available for questions to help manage your stock units effectively and within compliance standards.
The offer:
To qualify
Cap Table By Figure
Figure Equity Solutions helps the founder community navigate managing their Cap Table and raising capital all on a single platform. Figure Equity Solutions is a one-stop digital equity management solution for private companies and startups to manage, raise and trade equity. Take advantage of this unique Digital Cap Table which can provide:
The offer:
Captable.io by LTSE
Captable.io is cap table management software used by over 32,000 companies and 900 YC startups to keep accurate records, plan financing rounds, and save time and money. It replaces spreadsheets and email for cap table setup, security issuance, and sharing with stakeholders. Captable.io’s financing round modeling features are especially useful for understanding dilution during your raise.
The offer:
Pulley
Pulley offers the cap table services for growing startups. Managing a cap table is one of the most important tasks for companies to get right, but can also be one of the most confusing. With Pulley, you can manage your investments and employee equity plans as your startup grows.
The offer:
First Republic Bank customers receive a 25% discount on their first year of Pulley.
Pulley partners with Aranca to provide one 409A valuation as well as the first year of Pulley’s cap table management all for an annual fee of $3,000.
Embroker
Embroker provides the easiest way for founders to purchase insurance after raising an institutional round. Designed for startups and backed by one of the world’s leading reinsurers, Munich Re, to help you protect yourself, your executive teams and your company.
The offer:
Vouch
Vouch is business insurance engineered for technology startups.
The offer:
First Republic clients who are new customers of Vouch save 5% on coverage.
First Republic provides a one-time $1,600 credit toward a 409A valuation from a preferred vendor.
To qualify for a one-time $1,600 credit toward a 409A valuation, you must complete the following activities:
First Republic will credit your Business Analyzed Checking account for $1,600 within 5 business days following completion of the qualifying activities. If this Account is closed before the credit is posted, the credit will be forfeited. Amount credited will be reported in the year credited as miscellaneous income for tax purposes.
Offer is subject to change without notice. Clients who have previously enrolled in a 409A valuation bonus offer are not eligible to participate. First Republic employees are not eligible to participate.
Werqwise — Downtown San Francisco
Nomadworks — New York City
Canopy — San Francisco: Jackson Square, FiDi and Pacific Heights
TravelBank is an all-in-one expense and travel management software that includes card management, 24/7 live travel support and built-in reporting. TravelBank’s intuitive platform is easy to use and only takes minutes to set up, at half the cost of similar solutions. Bookings made with TravelBank and paid with a Brex card exclusively earns up to 5x back in Brex points on all eligible travel spend.
Exclusive to the Innovators’ Toolkit, get 15% off the first year of your TravelBank subscription. Applies to Expense, Travel, and Premium All-In-One packages for any new customer who signs an annual contract
The Google for Startups Cloud Program provides startups funded by a venture capital firm, accelerator, incubator, seed or angel investor with cloud credits to cover your first year of Google Cloud and Firebase usage up to $100,000 and 20% of your 2nd year of Google Cloud and Firebase usage covered, up to an additional $100,000. You’ll also get a Startup Success Manager, training, business & tech support, co-marketing, and Google-wide discounts. To apply, please ensure your startup meets the application criteria below:
You are not:
In all cases:
Acceptance into this program is at the discretion of Google Cloud. Startups ineligible for the program will still be eligible for $300 USD Google Cloud credits via the Google Cloud free trial.
Cognition IP is a tech-enabled law firm which works to help startups obtain patents and trademarks.
Companies banking with First Republic receive 10% off for the first 3 months of starting as a client of Cognition IP. Priority access to IP lawyers will also be provided.
Cultivate Advisors
Build a Roadmap to Facilitate Your Business Growth
We partner with passionate small business owners to achieve financially rewarding businesses that grow and thrive. By combining key components of business growth consulting and business coaching, we help you develop as an owner and work with you each month to bring incremental change and sustainable growth to your business.
1:1 Complimentary Scalability Workshop
Spend two hours working 1:1 with an expert business advisor to help you grow and get
better in your business. This free session is available to those who meet the eligibility
criteria. During our time together we will assess your business, uncover bottlenecks to
growth, and co-create a five year growth roadmap designed to get you and your
business to the next level.
$500 Off Enterprise Value Assessment
Quantify the enterprise value of your business and benchmark against industry
comparables. Our Business Value and Gap Assessment will help you see your
potential value, know your potential risks, and lay out a strategic roadmap to ensure
you’re not leaving money on the table at the time of exit.
How to qualify for this promotion:
Founder Shield will be able to provide a real-time breakdown of your current risks and future insurance needs in addition to benchmarking data to provide a roadmap on how to manage risk as your company scales. You’ll be provided with point-blank advice on what you need and what you don’t. Insurance can often be lower on the priority list as your company is getting off the ground. Knowing the lay of the land can put you in a better position to scale, particularly if you’re considering raising funds.
First Republic clients receive a discount on any administrative fees by 50%, which on average provides savings of $250.
Grow your business with HubSpot!
HubSpot's Growth Platform is a full suite of software for marketing, sales, and customer service, with a completely free CRM at its core at a startup-friendly price, to help you grow and scale better.
The software grows as you do, so you have access to in-person product training, too.
All of this is up to 90% off. Plus, get access to content, masterclasses, and 24/7 support to get your startup growing.
Please note that the discount just applies to new products or upgrades for professional and enterprise products.
Nightfall is a cloud-native data loss prevention (DLP) platform that helps you discover, classify and protect sensitive data, like PII and PHI, across cloud apps and data infrastructure like Slack, GitHub, Google Drive and Atlassian, in addition to other applications on or off the cloud via the Nightfall developer platform.
With Nightfall, startups can easily address data security risks, meet compliance obligations (e.g., HIPAA, PCI, GDPR, CCPA) and close more deals with an enterprise-grade security posture out of the box.
The offer:
Companies banking with First Republic and new to Nightfall can get 25% off their first year.
OpenPhone is the phone for startups. Made by fellow founders and recent Y Combinator graduates, OpenPhone is already used by 5,000 startups across North America.
First Republic clients get 20% off any plan for 6 months.
What‘s included: Local US, Canadian or 1-800 number you can use everywhere you go. Unlimited talk and text. All professional features to grow your company. A solution that grows with your team.
Replace your outdated spreadsheets and automate your cash flow forecasts with PocketCFO. PocketCFO is a data-driven financial insights platform that helps business owners and startup founders make informed business decisions.
Integrate with your existing financial stack for real-time financial visibility. Know your burn rate, how much money you’re owed, and how much cash you have in the bank at the tip of your fingers. Hate spending hours manually updating expenses in spreadsheets? PocketCFO automatically categorizes your expenses and analyzes your spending trends to provide actionable financial tips. Spend less time doing tedious financial tasks and more time growing your business.
The offer:
50% off for the first six months of service, after a 14-day free trial
Pry by Brex
Pry is a platform that makes it easy for founders/executives to manage budgets, hiring plans, financial models and runway. With Pry, you can track and categorize revenue and costs, build a financial plan to hit your next fundraising milestone, add metrics to investor updates, and make informed decisions around hiring.
The offer:
Companies banking with First Republic Bank and new to Pry, get 30% off annual plans
Enjoy the swag platform built for the modern workplace. Create, automate and distribute swag! SwagUp takes the hard work out of sourcing and sending swag. From product selection, mockup design, assembly, storage, and global fulfillment, the process is taken care of from start to finish.
We provide:
Zendesk is a service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships.
First Republic Bank clients receive:
Eligibility requirements:
We host workshops and dinners for founders on a regular basis. If the following interests you, please contact us. We’ll reach out with available dates as soon as we can.
We host workshops for 10 to15 founders to discuss the nuts and bolts and trends in convertible trend deals with our law firm partners.
Designed to help founders meet other entrepreneurs in the ecosystem, our Founders Dinners are a great way to share experiences and ideas in a safe space. Often, our dinners are focused on female founders.
We host panel discussions around best practices in partnerships and business development strategies.