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.

  • Key Points Companies May Consider When Drafting an Employee Stock Option Plan

    Key Points Companies May Consider When Drafting an Employee Stock Option Plan

    Learn about employee stock option plans. From the benefits to how to set up an employee stock option plan.

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  • 7 Ways to Educate New Hires about Employee Equity Compensation

    7 Ways to Educate New Hires about Employee Equity Compensation

    Discover 7 ways to educate employees about equity compensation and understand equity ownership.

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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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  • Boosting Employee Share Plan(s) Engagement With Your Communications

    Boosting Employee Share Plan(s) Engagement With Your Communications

    See communication tips to boost employee share plan engagement like using a share plan administration software.

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    How will convertible debt affect your cap table?

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  • Communicating Equity Like a Pro - White Paper

    Communicating Equity Like a Pro - White Paper

    See best methods to communicate your company's equity compensation plan and equity program to employees.

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  • Five Demographic Trends to Enhance and Evolve Your Equity Plan Now

    Five Demographic Trends to Enhance and Evolve Your Equity Plan Now

    View 5 demographic trends for equity plans to see which gender places higher importance on equity and more.

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

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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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  • 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.

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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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  • 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

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  • Is Your Equity Plan Ready for the New Year?

    Is Your Equity Plan Ready for the New Year?

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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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  • Should Anything Other Than Growth EVER Matter for a SaaS Company (Like, Um, Profitability)?

    Should Anything Other Than Growth EVER Matter for a SaaS Company (Like, Um, Profitability)?

    What’s more important for a SaaS company: growth or profitability?  We have asked this question a lot at Capshare as we have been moving to profitability.  As we researched the subject, we wanted...

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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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