409A Valuations

Startup valuation is a very nuanced topic. Everybody says it’s both an art and a science, and many smart people have written posts to try and articulate the method behind the madness. But at the...

“Price, timeliness, and quality, I always tell the client that you can pick two of the three.”  These were the words of wisdom a Deloitte partner passed down to me as a first year valuation...

Avoid these three pitfalls when preparing for your first audit. The post Your First External Audit: Avoid 3 “Gotchas” Almost Every Company Misses appeared first on Capshare Blog.

If you own shares in a company, you can spend an extra $50 to buy a fancy paper stock certificate. But there is an important disclaimer on the website where you buy the certificate: “Please note..."

A convertible note is short-term debt that converts into equity, which doesn't force investors to determine the value of the company. Curious? Learn convertible notes basics and terms in this blog.

So you are looking to get a 409A valuation and you are wondering about the 409A process?  You’ve come to the right place. We have been performing 409A valuations for the better part of a decade...

We recently analyzed 409A valuation data for 147 companies to answer the question: How do you check the 409A compliance box, get your strike price as low as possible, and spend as little time,...

Learn how to issue shares in a private company without using stock certificates. See how to switch to electronic uncertificated shares and the benefits.

Avoid these common cap table pitfalls.

Check out our cap table 101 guide for cap table management.

Cap tables can start to get complicated with just a few rounds of financing, so pro-forma and scenario analysis can get tricky. Here’s a breakdown of exactly how preferred stock works in different...