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.

  • Challenges of Remote vs Office Work in the New Normal58:05

    Challenges of Remote vs Office Work in the New Normal

    Discover how, in the midst of a global pandemic, companies are exploring new ways of working and learn about what the work environment of the future might look like.

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  • Explore our
    State of Workplace Financial Benefits Study 2021

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  • [Podcast] The Candidate-Driven Market: Recruitment Leaders on the Future of GTM Talent

    [Podcast] The Candidate-Driven Market: Recruitment Leaders on the Future of GTM Talent

    Learn how the recruiting landscape is changing in today's candidate-driven market and how companies are utilizing equity compensation to attract and retain talent.

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  • Virtual Liquidity Series: Asset and Equity Tokenization On-Demand Webinar59:40

    Virtual Liquidity Series: Asset and Equity Tokenization On-Demand Webinar

    Hear from our panel as they discuss their views on the current and future landscape of creating liquidity through tokenization

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  • 5 Questions to Ask When Evaluating Equity Plan Management Software

    5 Questions to Ask When Evaluating Equity Plan Management Software

    Discover what you may want to consider as you weigh different equity plan management software options.

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    Startup Equity 101 Webinar Recording

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  • Cap Tables: Five Reasons to Stop Using Spreadsheets

    Cap Tables: Five Reasons to Stop Using Spreadsheets

    See why you should stop managing your cap table in a spreadsheet and the importance of cap table scalability.

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  • Shareworks Startup Equity 101 Guide

    Shareworks Startup Equity 101 Guide

    Learn about common startup equity goals, challenges to offering startup equity, and more.

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  • [Podcast] Tech Lawyer Turned Founder: Jeffrey Le Sage on the Next Era of Employee Equity Plans

    [Podcast] Tech Lawyer Turned Founder: Jeffrey Le Sage on the Next Era of Employee Equity Plans

    Join Jeffrey Le Sage, Founder of Liquid Stock, as he explores the history of employee equity plans and how Liquid Stock is helping to improve access to liquidity for employees at pre-IPO companies.

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  • How to Navigate Equity Compensation Growing Pains

    How to Navigate Equity Compensation Growing Pains

    Discover what equity compensation is and how your company can navigate equity compensation plans over growth.

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  • Startup Equity 101 | Exploring Cap Tables and Employee Equity Plans1:00:43

    Startup Equity 101 | Exploring Cap Tables and Employee Equity Plans

    Gain insight about managing cap tables and engaging teams through equity.

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    Download the Transparency 2021: Addressing Gaps in Equity Compensation Report

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  • Fair Equity Compensation Starts with Hiring and Promotion

    Fair Equity Compensation Starts with Hiring and Promotion

    Discover how addressing gaps in equity plan participation can help you build a more equitable workforce.

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  • Asset Tokenization: A Short Overview

    Asset Tokenization: A Short Overview

    Discover what asset tokenization is and how it can create liquidity opportunities.

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  • [PODCAST] A Universal Benefit: Micaela Costello on Harnessing Broad-based and Executive Equity Plans

    [PODCAST] A Universal Benefit: Micaela Costello on Harnessing Broad-based and Executive Equity Plans

    Hear how CSL navigates the challenges of running a global equity plan program.

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  • Automated Tender Offer Processing: A Shareworks Feature You (and Your Shareholders) Will Love

    Automated Tender Offer Processing: A Shareworks Feature You (and Your Shareholders) Will Love

    Discover how to leverage Shareworks to automate tender offer processing.

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  • [Podcast] Every Last Share: Rob Knott on the Power of Employee Ownership

    [Podcast] Every Last Share: Rob Knott on the Power of Employee Ownership

    Find out how GHD's employee stock ownership plan (ESOP) gives employees a chance to be investors in their own future.

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  • Cap Table Example and Template

    Cap Table Example and Template

    View our cap table example and see what information it should contain. Discover how using our cap table software can help avoid the need for template.

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  • Cap Table Management: Tips for Managing a Cap table

    Cap Table Management: Tips for Managing a Cap table

    Learn about some cap table management best practices to help avoid costly mistakes.

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  • What is Cap Table Management? (And Why Does it Matter?)

    What is Cap Table Management? (And Why Does it Matter?)

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  • How to Get Your Stock Plan Shareholder Contact Data Organized

    How to Get Your Stock Plan Shareholder Contact Data Organized

    Find out how you can keep your shareholder contact data organized by doing a regular cleaning of your shareholder contact records.

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  • [Podcast] The Value of Success: TouchBistro’s Rob Curcio on the Link between Brand and Equity Plans

    [Podcast] The Value of Success: TouchBistro’s Rob Curcio on the Link between Brand and Equity Plans

    See how TouchBisto's success transformed the company’s employee equity plan into a keystone compensation benefit.

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  • Operating Canadian Equity Plans and Anticipated Changes to Taxation of Stock Options

    Operating Canadian Equity Plans and Anticipated Changes to Taxation of Stock Options

    Discover how taxation of stock options within Canadian equity plans and Canadian stock options are changing.

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