Featured Content

Check out our featured resources. Start your journey here and discover a range of topics focused on innovative equity compensation solutions!

  • 5 Reasons Why You Should Attend Synergy 2020

    5 Reasons Why You Should Attend Synergy 2020

    Synergy is an event like no other. Learn new ways to get the most out of Shareworks, network with industry peers and discover new strategies to engage your employees.

    View
  • Startup to IPO and Beyond with Shareworks by Morgan Stanley1:50

    Startup to IPO and Beyond with Shareworks by Morgan Stanley

    The Shareworks platform can help you manage your equity, taking you from startup to IPO and beyond.

    Watch
  • ×

    Learn the 9 critical questions to ask before choosing an equity management solution.

    First Name
    Last Name
    Number of Employees?
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you! Your guide is ready.
    View the guide
    Error - something went wrong!
  • A Survival Guide to Running a Share Plan and Escaping the Weighted Average Time Monster

    A Survival Guide to Running a Share Plan and Escaping the Weighted Average Time Monster

    Running a share plan for your employees means constant communication with your shareholders and other key stakeholders. Important guidelines for your communications can be found in the accounting...

    View

  • Cap Table Management

    Issue stock and manage all your equity in one place without spreadsheets.

    Learn More
  • Gender and Compensation at VC-backed Startups – Where Are We Today?

    Gender and Compensation at VC-backed Startups – Where Are We Today?

    Compensation is the most intimate way a company can interact with its employees. For far too long, compensation managers and committees have operated behind closed doors, keeping pay guidelines...

    View
  • It’s never too soon to prepare for year-end tax reporting

    It’s never too soon to prepare for year-end tax reporting

    With school back in session, Pumpkin Spiced Lattes returning, and year-end tax and reporting creeping up, you’re probably feeling like these events are starting earlier and earlier each year....

    View
  • Global Tax and Regulatory Update: October 2019

    Global Tax and Regulatory Update: October 2019

    Subscribe to our monthly updates and never miss an issue!   The Federal government has set the employment insurance rates for 2020 as follows: The annual maximum of insurable earnings will...

    View
  • Expedite Your Plan Approval Process in Five (Not So Simple) Phases

    Expedite Your Plan Approval Process in Five (Not So Simple) Phases

      This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   Is your company preparing a new...

    View
  • ×

    This Checklist Covers Your Cap Table Bases.

    First Name
    Last Name
    Number of Employees?
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you! Your checklist is ready.
    Get the checklist
    Error - something went wrong!
  • Shareworks helps creative marketplace Redbubble along its global journey

    Shareworks helps creative marketplace Redbubble along its global journey

    Leading international money services company, OFX, has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision

    View
  • Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    For many startups, the short answer is “no.” Some startups can create their own 409A valuation report for $0 using a DIY 409A calculator we built. This calculator will build your entire report for...

    View
  • IPO Journey Workbook: Your Map to Success

    IPO Journey Workbook: Your Map to Success

    The IPO team is comprised of diverse contributors from across your organization — from the Board of Directors to Finance and HR — and each has a unique set of responsibilities. Check out our IPO...

    View

  • Shareworks for Public Companies

    Create custom reports, maintain data integrity and enable employees.

    Learn More
  • The Basics of Convertible Notes: Convertible Note Terms

    The Basics of Convertible Notes: Convertible Note Terms

    The word term has several meanings. It might mean a period of time. It could refer to terminology, like the jargon in a specific industry, or it can refer to a series of agreements, as in, “those...

    View
  • Is a Tender Offer Right for You?

    Is a Tender Offer Right for You?

    In this age of companies staying private longer, some private companies still have their sights clearly set on an IPO. Some are in “maybe someday” mode, while others may never choose to take the...

    View
  • 10 Cap Table Mistakes That Could Cost You Money

    10 Cap Table Mistakes That Could Cost You Money

    Your cap table holds the key to a big payoff for all your hard work, but there’s a few mistakes that can really cost you. Avoid these pitfalls to help maximize your equity value. We help manage...

    View

  • Comprehensive Equity Management

    Trusted by many of the top companies in the world.

    Learn More
  • Black-Scholes Calculator

    Black-Scholes Calculator

    While Shareworks Financial Reporting makes it dead easy for private companies to complete the option valuation process, we provide this Black-Scholes calculator to demonstrate a method that non-public

    View
  • A Simple Explanation of ASC 718 (123R)

    A Simple Explanation of ASC 718 (123R)

    What is stock expensing and how is it done? Here’s a quick and dirty explanation on what you need to know about ASC 718 (FAS 123R) and how it affects your company. What is ASC 718? According to...

    View
  • Complex Status Rules are Here to Make Your Life A Little Bit Easier

    Complex Status Rules are Here to Make Your Life A Little Bit Easier

      This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   It’s an average workday and...

    View
  • Boost Performance and Retention with a Canadian ESPP

    Boost Performance and Retention with a Canadian ESPP

    Cultivate performance and retention company-wide with an employee share purchase plan.

    View
  • ×

    View a free example of a stock option expensing report.

    First Name
    Last Name
    Number of Employees?
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you! Your file is ready.
    Click to Download
    Error - something went wrong!
  • Equity Compensation Reporting: A Beginners Guide for Private Companies

    Equity Compensation Reporting: A Beginners Guide for Private Companies

    This handbook contains some basic terminology that individuals responsible for equity compensation reporting should understand in order to properly calculate and report the expense under ASC 718.

    View
  • 6 Equity Dilution Terms Every Founder Needs to Know

    6 Equity Dilution Terms Every Founder Needs to Know

    Equity dilution is one of those subjects that always has people looking for a secret cheat sheet. Founders find themselves asking the question, “How can I prevent dilution?” And most experts would...

    View
  • How to Account for Expired Stock Options

    How to Account for Expired Stock Options

    One of the best ways to attract talent is to offer them stock options as part of their compensation package. The process for awarding stock compensation is standard enough; you do the legwork...

    View
  • loading
    Loading More...