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..."

Explore Shareworks Valuation Services If you’re a startup that grants stock options to its employees, chances are you’ve heard of 409A, a section of the US tax code that’s been around since 2004.

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.

Experience. It’s what you’re paying for when you hire an attorney, your accountant, or even a plumber. And it’s no different when it comes to choosing a 409A provider for your company’s 409A...

So, you’re a new startup and you want to attract the best talent – the crème de la crème of the industry. How do you convince them to join your company in a competitive hiring market? Why not...

Finding a good independent 409A valuation firm can be difficult, especially with all the misinformation out there. Although we have written the definitive guide to protecting yourself through safe...

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...

Capshare recently published the 2016 Private Company Equity Statistics Report. In it, we analyzed a significant subset of the 5,000+ cap tables on our system. We identified 4 big insights in our...

Safe harbor for your 409A valuation is a beautiful thing. It’s your source of protection in the case that the IRS chooses to audit your 409A, and, in contrast, can be a major headache if you don’t...

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,...

Startups have typically shared very little cap table information with employees outside the core management team, but a trend toward greater transparency has been gaining momentum. Should you jump...

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

These heady, entrepreneur-friendly times have led to a resurgence of companies issuing founder-friendly stock to their founders. What is founder-friendly stock? Should you consider issuing it to...

OK, I’ll be honest here, the best cap table template in the world actually isn’t a template. It’s Capshare. If you are dead set on using a “template”, this is one of the best here but… Using a...

Building a great company is an entrepreneur’s top priority. But they should also know how to manage their cap table in order to maximize and retain the value they work so hard to create. Cap...

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...