Administrators

Granting Equity Globally: What Legal and Finance Need to Know

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...

Are Direct Public Offerings the Latest Silicon Valley Disruption?

Among this year’s highly anticipated lineup of unicorn public offerings, one stood out from the rest. Following Spotify’s 2018 direct public offering (DPO) success, Slack became the second...

Stock Option Lending: The Fastest Growing Market in the Private Company Liquidity Toolbox

At this point, it has been incredibly well documented how private companies are taking longer to make the leap and launch into the public arena. Despite the recent run of IPOs that resulted in...

Avoiding the Most Common Cap Table Pitfalls

Equity changes lives. While it may not be the lowest risk path to wealth, building something from nothing can be incredibly rewarding, both in personal satisfaction and financial outcomes. As...

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....

Three Ways to Amplify Engagement – Infographic

  Looking for actionable employee communication tips? The communication workflow can be a big challenge for plan administrators, and it can often fall to the bottom of the to-do list. But, when...

How to Engage Participants at a Private Company

  Take a look at this scenario: your employer offers a 401k retirement program with a contribution match(also known as free money), but you decide it’s too complicated to take advantage of the...

7 Essential Questions to Host Your Own Equity Fireside Chat

    Calling all plan admins. Ready to kick-off Stocktoberfest in your office and promote participant engagement in your equity plan? What better way to get started than with a fireside chat? Our...

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...

The Journey from Startup to IPO

The lifecycle of a private company is evolving. Over the last two decades, the timeline for companies to seek an entry to the public market has doubled from 6 to 12 years. 2019 has seen...

Delivering the Tools to Grow From Seed to IPO

As Shareworks continues to invest in products and partnerships to serve our private company clients, we are excited to announce an expansion of our work with the Long Term Stock Exchange (LTSE)....

IPO or Bust! The SEC Wants More Companies to IPO and They’re Prepared to Help

The SEC is back in action and the message is clear: they want more private companies to go public. To help facilitate this goal, this week the SEC proposed allowing private companies of all sizes...

Option Pricing Models: Which One Is Right for You?

So, you’ve decided it’s time go through the formal process of calculating fair value for your equity compensation awards, and you’re trying to choose an appropriate pricing model. Around about...

What’s in the Forecast? The Black-Scholes Formula and Forecasting Factors

In our last article, we described the three present factors that go into the Black-Scholes option pricing model. Now we’ll turn our attention to the forecasting factors. A lot hinges on the...

Crypto and Your 409A Valuation

Back in 2017 when my mom called me out of the blue to ask about “the Bitcoin trend” after hearing it mentioned on a Chinese talk radio show, I knew just how hot cryptocurrencies had become. Fast...

The Continued Rise of the EMI: Can Private Companies Ride the Wave?

Of the many types of share schemes available to companies in the UK, none has had quite as much success as the Enterprise Management Incentive (EMI). In fact, 83% of companies who offer...