409A Valuations

Getting a 409A valuation is essential for companies granting equity compensation. Learn more about the ins and outs of valuations from our experts.

  • Join Us: Startup Equity 101 Webinar - Exploring Cap Tables and Employee Equity Plans

    Join Us: Startup Equity 101 Webinar - Exploring Cap Tables and Employee Equity Plans

    Hear industry leaders share their insights regarding how to effectively manage your equity ownership

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  • Private Company Equity Statistics Report 2018

    Private Company Equity Statistics Report 2018

    Making intelligent decisions about your company’s equity may be the most important thing you do as private company CFO, CEO, or founder. You and your team’s payout for all of your hard work depends...

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  • How to Increase Participation in a Private Company Equity Plan

    How to Increase Participation in a Private Company Equity Plan

    See how to increase participation with equity compensation plans at private companies by educating employees.

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  • The Pragmatic Guide to Startup Valuation

    The Pragmatic Guide to Startup Valuation

    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...

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  • 409A Early-Stage Valuations: The Value Proposition

    409A Early-Stage Valuations: The Value Proposition

    “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...

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  • Your First External Audit:  Avoid 3 “Gotchas” Almost Every Company Misses

    Your First External Audit: Avoid 3 “Gotchas” Almost Every Company Misses

    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.

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  • Get your 409A valuation done right with Shareworks Valuation Services.

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  • 2 Ways to Issue Paperless or Electronic Stock Certificates Including a Free Option

    2 Ways to Issue Paperless or Electronic Stock Certificates Including a Free Option

    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..."

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  • The Basics of Convertible Notes: Convertible Note Terms

    The Basics of Convertible Notes: Convertible Note Terms

    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.

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  • Independent 409A Valuations – How to Choose a Firm

    Independent 409A Valuations – How to Choose a Firm

    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...

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  • 409A Process:  Best Practices and What to Expect

    409A Process: Best Practices and What to Expect

    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...

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  • 409A Valuation Reports: The Data Driven Guide

    409A Valuation Reports: The Data Driven Guide

    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,...

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  • Will Cap Table Transparency Help Your Startup?

    Will Cap Table Transparency Help Your Startup?

    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...

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  • Can Privately Held Companies Issue Stock? How Stocks are Issued at Private Companies

    Can Privately Held Companies Issue Stock? How Stocks are Issued at Private Companies

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

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  • 10 Cap Table Pitfalls to Avoid

    10 Cap Table Pitfalls to Avoid

    Avoid these common cap table pitfalls.

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  • Cap Tables 101: The Startup’s Guide to Cap Table Management

    Cap Tables 101: The Startup’s Guide to Cap Table Management

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

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  • How preferred stock affects the value of your equity

    How preferred stock affects the value of your equity

    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...

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