Firm profile
Sundial
Sundial was named in 1 of the 15 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, appearing in 58 of the 345 AI responses sampled across those questions (16.8%).
Sundial is strongest on “Who manages cap tables, equity administration and 409A valuations?”, where it was named in 58 of 345 responses (16.8%), placing it in tier 1 of that report.
What Sundial is surfaced for in fractional CFO and outsourced accounting firms
Based on the measured answers, Sundial is most likely to be surfaced when buyers ask about “Who manages cap tables, equity administration and 409A valuations?”.
How the answers describe the firmFractional stock-plan administrator handling grants, vesting, exercises, cancellations, and cap-table reconciliation for venture-backed private companies.
In this sample, Sundial was named on 1 of the 14 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:
- Cap table and valuation advisors — named in 58 of 345 responses (16.8%), tier 1.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
Every question in fractional CFO and outsourced accounting firms
Sundial was named on 1 of these 14 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 14 · Armanino tops 1 of 14 · Burkland Associates tops 1 of 14 · Etisson tops 1 of 14 · InterimCFO tops 1 of 14 · Local Fractional tops 1 of 14. See all reports.
Where Sundial was named
| Question | Tier | Responses | Share | |
|---|---|---|---|---|
| Who manages cap tables, equity administration and 409A valuations? | 1 | 58 of 345 | 16.8% |
What Sundial gets named for
Across the 15 fractional CFO and outsourced accounting firms questions measured, Sundial is named most often on “Who manages cap tables, equity administration and 409A valuations?” — it appears in 58 of the 345 ChatGPT responses to that question, or 16.8% of them.
That is the only question in this set where Sundial cleared the reporting threshold, so its visibility is concentrated in one kind of buyer question rather than spread across the category.
What Sundial’s tier placings mean
On “Who manages cap tables, equity administration and 409A valuations?”, Sundial sits in tier 1 of 1, named in 58 of 345 responses (16.8%). Tier 1 does not mean it was ranked first. It means that at 345 responses, the gap between Sundial and the most-named firm in that sample is inside the margin of error, so the two cannot be told apart. Sundial shares tier 1 with Armanino, Kroll, Deloitte, Eton, KPMG, PwC, Stout, Aranca and EY, and the order they are listed in is arbitrary.
What this page is, and is not
- It is a count of how often AI assistants named Sundial when asked buyer questions about fractional CFO and outsourced accounting firms. Nothing here is a review, a rating, or an assessment of the firm’s work.
- Sundial did not submit this listing, was not contacted about it, and cannot pay to change it, move up, or be removed.
- A firm named in few responses may still be excellent. Share follows what has been published about a firm online, which is what an AI assistant reads.
- Wrong details, or a firm merged with another of a similar name? We fix those.