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  • Behind the Scenes of Corporate Trading

    Behind the Scenes of Corporate Trading

    Check out what happens behind the scenes of corporate trade execution and how 10b5-1 plans are involved.

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  • Ten Random Shareworks Settings To Know And Love

    Ten Random Shareworks Settings To Know And Love

    Check out the top ten Shareworks equity plan administration software settings to help streamline your process.

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  • Pre-IPO Tune-Up – A 10-Point Inspection

    Pre-IPO Tune-Up – A 10-Point Inspection

    See if your company is ready to consider an Initial Public Offering with our IPO preparation checklist.

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  • Employee Engagement on the Road to IPO

    Employee Engagement on the Road to IPO

    Discover what employee engagement strategies are available and how to effectively engage your employees.

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  • Benefits of the New Morgan Stanley Access Direct Account

    Benefits of the New Morgan Stanley Access Direct Account

    Check out the benefits of Shareworks Access Direct integrated stock plan brokerage accounts.

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  • Cash, Equity and Why Compensation Philosophy Comes First

    Cash, Equity and Why Compensation Philosophy Comes First

    Learn about compensation philosophy and strategy based on the stages of a companies development.

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  • The Shareworks Customer Service Team

    The Shareworks Customer Service Team

    Learn about Shareworks customer service team and how they deliver leading-edge services to our clients.

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  • How Financial (Un)Wellness Threatens Productivity

    How Financial (Un)Wellness Threatens Productivity

    View the effects of employee financial stress impacts and how companies can help employees deal with stress.

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  • What is Modern Equity Award Administration?

    What is Modern Equity Award Administration?

    See what questions stock plan administrators should consider for their participant's equity award plans today.

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  • Our Continued Commitment to Our Customers

    Our Continued Commitment to Our Customers

    During this time of global uncertainty caused by the novel coronavirus (COVID-19), we want to assure you that the Shareworks by Morgan Stanley team is committed to supporting you.

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  • Shareworks Can Help Streamline Your Equity Plan Administration Workflows

    Shareworks Can Help Streamline Your Equity Plan Administration Workflows

    Learn about common equity plan administration challenges and how our streamlined equity plan software can help.

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  • Your Equity Plan Management Checklist

    Your Equity Plan Management Checklist

    Find out which equity plan solutions suit your company's needs with our free equity plan management checklist.

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  • Weighing the Benefits of an Employee Stock Purchase Plan

    Weighing the Benefits of an Employee Stock Purchase Plan

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  • Your Cheat Sheet for Going Global

    Your Cheat Sheet for Going Global

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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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  • 5 Startup Equity Myths That Are Holding You Back

    5 Startup Equity Myths That Are Holding You Back

    The power of startup equity is almost a myth in and of itself, with swirling stories of unicorns and overnight millionaires. In truth, startup equity is often misunderstood, misinterpreted, and...

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  • 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?

    409A valuations are vital if you want to offer employees stock options. But for many startups, the cost is high. Thankfully, you can get a free 409A valuation and satisfy compliance requirements.

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  • 409A Valuations vs Venture Valuations

    409A Valuations vs Venture Valuations

    In my career, there is one question I’ve answered more than any other. What is the difference between a 409A valuation and a venture capital (VC) valuation? I’d wager I’m one of the world’s top...

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  • 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...

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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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