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.

  • [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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    Watch the State of Equity Plan Management 2020 Webinar

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

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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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  • [Podcast] Meet the New Reddit: Yagi and Lai on Reddit’s Second Startup Phase and Growth

    [Podcast] Meet the New Reddit: Yagi and Lai on Reddit’s Second Startup Phase and Growth

    Learn how Reddit offers broad-based equity plans to employees as part of its new culture globally.

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  • Sources of Equity Dilution

    Sources of Equity Dilution

    Learn the different types of dilution of shares in our equity dilution guide. View industry benchmarks by investor stage, typical dilution rates and more.

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  • How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    Find out how to calculate equity dilution online with Shareworks Startup Edition. Learn a stock dilution formula, see common equity dilution scenarios and more.

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  • How Does Equity Get Diluted?

    How Does Equity Get Diluted?

    In part two of our equity guide, we answer how does equity get diluted and work. Learn about anti-dilution protection and view an equity dilution example.

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  • What is Equity Dilution?

    What is Equity Dilution?

    Learn what equity dilution is and how it works.

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  • Tips for Granting Global Equity

    Tips for Granting Global Equity

    Learn about 5 tips for granting employees equity around the world and more.

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  • Transparency 2021: Addressing Gaps in Private Equity Compensation Report

    Transparency 2021: Addressing Gaps in Private Equity Compensation Report

    View our Transparency 2021: Addressing Gaps in Equity Compensation report to learn about gaps and inequities that might exist in equity compensation plans.

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  • Evolution of Equity - Infographic

    Evolution of Equity - Infographic

    See our evolution of equity compensation infographic. Explore how equity compensation as evolved and where the industry is headed.

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  • State of Equity Plan Management Webinar | Shareworks by Morgan Stanley46:00

    State of Equity Plan Management Webinar | Shareworks by Morgan Stanley

    Watch our state of equity plan management webinar to learn about the state of equity compensation at private companies. See the impacts of COVID-19 and more.

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  • A New Users’ Guide: How to Use Shareworks

    A New Users’ Guide: How to Use Shareworks

    Check out our new users' guide, a high-level overview of how to use Shareworks and find new tips or tricks.

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