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.

  • 5 Reasons Why You Should Attend Synergy 2020

    5 Reasons Why You Should Attend Synergy 2020

    Synergy is an event like no other. Learn new ways to get the most out of Shareworks, network with industry peers and discover new strategies to engage your employees.

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  • Your Cheat Sheet for Avoiding Risk While Going Global

    Your Cheat Sheet for Avoiding Risk While Going Global

    If you’re thinking about expanding your company’s equity plan, or are struggling with the complexities of managing a plan in multiple international jurisdictions, you don’t have to struggle...

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  • 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...

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  • 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...

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  • 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.

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    How will convertible debt affect your cap table?

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  • 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...

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

    Granting Equity Globally: What Legal and Finance Need to Know

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

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  • 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...

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  • 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...

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  • 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...

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  • 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....

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  • 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...

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  • 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,...

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  • Three Ways to Amplify Engagement – Infographic

    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...

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

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  • How to Engage Participants at a Private Company

    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...

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  • 7 Essential Questions to Host Your Own Equity Fireside Chat

    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...

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  • Expedite Your Plan Approval Process in Five (Not So Simple) Phases

    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...

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  • Equity Compensation Reporting: A Beginners Guide for Private Companies

    Equity Compensation Reporting: A Beginners Guide for Private Companies

    This handbook contains some basic terminology that individuals responsible for equity compensation reporting should understand in order to properly calculate and report the expense under ASC 718.

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  • Delivering the Tools to Grow From Seed to IPO

    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)....

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

    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...

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