Equity Administration

Here you’ll find everything from modeling term sheets to managing complex equity structures and tips and tricks to support stock plan administrators.

  • 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.

    View
  • Building Value with Shareworks

    Building Value with Shareworks

    Giving employees a voice. Fostering pride in ownership. Delivering insight at the touch of a button. Customizing reports in real-time. Discover how Rignet realized these benefits with Shareworks.

    View
  • 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.

    View
  • 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.

    View
  • ×

    Receive a free demo to simplify your equity plan management and eliminate manual processes.

    First Name
    Last Name
    Company Name
    Phone Number
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you for reaching out!
    Error - something went wrong!
  • 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.

    View
  • ×

    How will convertible debt affect your cap table?

    First Name
    Last Name
    Number of Employees?
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you! Your file is ready.
    Error - something went wrong!
  • Consider the Alternatives to Your In-House Equity Administration Solution

    Consider the Alternatives to Your In-House Equity Administration Solution

    At Shareworks by Morgan Stanley, we understand the needs of plan managers at companies of all sizes. Because we work with companies at every stage of growth, we’ve created a dynamic yet effective tool

    View
  • Is Your Equity Plan Ready for the New Year?

    Is Your Equity Plan Ready for the New Year?

    View
  • Equity Administration in Shareworks simplifies your plan management without sacrificing accuracy, flexibility, or precision.

    Learn More
  • Weighing the Benefits of an Employee Stock Purchase Plan

    Weighing the Benefits of an Employee Stock Purchase Plan

    View
  • Your Cheat Sheet for Going Global

    Your Cheat Sheet for Going Global

    View
  • Term Sheets: The Definitive Guide for Entrepreneurs

    Term Sheets: The Definitive Guide for Entrepreneurs

    The term sheet is one of the most important documents a founder will ever encounter. But they don’t teach you about term sheets and cap tables in school. It’s part of the “street smarts” of being...

    View
  • A Survival Guide to Running a Share Plan and Escaping the Weighted Average Time Monster

    A Survival Guide to Running a Share Plan and Escaping the Weighted Average Time Monster

    Running a share plan for your employees means constant communication with your shareholders and other key stakeholders. Important guidelines for your communications can be found in the accounting...

    View
  • The Founders Definitive Guide to Startup Equity

    The Founders Definitive Guide to Startup Equity

    There was a time when you had to spend enormous amounts of money hiring lawyers, accountants, and other experts just to create your cap table and analyze potential funding rounds.

    View
  • Five Things You Can Do RIGHT Now to Increase ESPP Participation 

    Five Things You Can Do RIGHT Now to Increase ESPP Participation 

      Just like the holidays, employee stock purchase plan (ESPP) enrollment is right around the corner for most companies. And, if you’re like most companies, you’re likely pondering how to make...

    View
  • Granting Equity Globally: What Legal and Finance Need to Know

    Granting Equity Globally: What Legal and Finance Need to Know

    View
  • ×

    Receive a free demo to simplify your equity plan management and eliminate manual processes.

    First Name
    Last Name
    Company Name
    Phone Number
    Area of Interest?- optional
    Opt in to receive our emails. You can unsubscribe at any time.
    Thank you for reaching out!
    Error - something went wrong!
  • Gender and Compensation at VC-backed Startups – Where Are We Today?

    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...

    View
  • Are Direct Public Offerings the Latest Silicon Valley Disruption?

    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...

    View
  • Avoiding the Most Common Cap Table Pitfalls

    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...

    View
  • It’s never too soon to prepare for year-end tax reporting

    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....

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

    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...

    View
  • Things I Learned: Successful Employee Communications

    Things I Learned: Successful Employee Communications

      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.   Deluxe Corporation,...

    View
  • loading
    Loading More...