Executives and Founders

Leading a company requires wide breadth of knowledge, and our collection of resources is curated to give you just the information you need to make wise decisions.

  • 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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    The ultimate list of equity resources - from raising money to equity splits!

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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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  • The Journey from Startup to IPO

    The Journey from Startup to IPO

    The lifecycle of a private company is evolving. Over the last two decades, the timeline for companies to seek an entry to the public market has doubled from 6 to 12 years. 2019 has seen...

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  • Shareworks helps creative marketplace Redbubble along its global journey

    Shareworks helps creative marketplace Redbubble along its global journey

    Leading international money services company, OFX, has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision

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  • Form 3921 – Who Needs to File, When to Do it, and How to Do it

    Form 3921 – Who Needs to File, When to Do it, and How to Do it

    You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.

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    Understand how VCs value your company using this VC valuation model.

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  • OFX supports their cultural transformation with Shareworks

    OFX supports their cultural transformation with Shareworks

    Leading Australian foreign exchange company OFX has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision to

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  • Option Pricing Models: Which One Is Right for You?

    Option Pricing Models: Which One Is Right for You?

    So, you’ve decided it’s time go through the formal process of calculating fair value for your equity compensation awards, and you’re trying to choose an appropriate pricing model. Around about...

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  • The Pragmatic Guide to Startup Valuation

    The Pragmatic Guide to Startup Valuation

    Startup valuation is a very nuanced topic. Everybody says it’s both an art and a science, and many smart people have written posts to try and articulate the method behind the madness. But at the...

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  • How the Wates Principles Can Benefit UK Private Companies

    How the Wates Principles Can Benefit UK Private Companies

      ‘Corporate governance’ and ‘private companies’ haven’t historically been two terms found in the same sentence, due in part to the fact that private companies have been left to their own devices...

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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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  • Boost Performance and Retention with a Canadian ESPP

    Boost Performance and Retention with a Canadian ESPP

    Cultivate performance and retention company-wide with an employee share purchase plan.

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  • 5 Startup Equity Myths That Are Holding You Back

    5 Startup Equity Myths That Are Holding You Back

    The power of startup equity is almost a myth in and of itself, with swirling stories of unicorns and overnight millionaires. In truth, startup equity is often misunderstood, misinterpreted, and...

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  • Rev Up Plan Engagement this Fall with Stocktoberfest!

    Rev Up Plan Engagement this Fall with Stocktoberfest!

    With all the consistent effort it takes to run a plan well, never mind promote it, uptake in your plan has a way of slipping.

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  • 6 Equity Dilution Terms Every Founder Needs to Know

    6 Equity Dilution Terms Every Founder Needs to Know

    Equity dilution is one of those subjects that always has people looking for a secret cheat sheet. Founders find themselves asking the question, “How can I prevent dilution?” And most experts would...

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  • IPO Journey Workbook: Your Map to Success

    IPO Journey Workbook: Your Map to Success

    The IPO team is comprised of diverse contributors from across your organization — from the Board of Directors to Finance and HR — and each has a unique set of responsibilities. Check out our IPO...

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  • The Basics of Convertible Notes: Convertible Note Terms

    The Basics of Convertible Notes: Convertible Note Terms

    A convertible note is short-term debt that converts into equity, which doesn't force investors to determine the value of the company. Curious? Learn convertible notes basics and terms in this blog.

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  • ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    By now you may have heard that  FASB announced the issuance of ASU 2018-07: Simplifications to Accounting for Nonemployee Share-Based Payments on June 20, 2018. If FASB announcements give you...

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  • Why Private Companies Don’t Need a Transfer Agent

    Why Private Companies Don’t Need a Transfer Agent

    In 1975, an entrepreneur named Gary Dahl noticed people complaining about their pets. So he came up with an idea.

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  • How to Find the Right 409A Provider…and Why It Really Matters

    How to Find the Right 409A Provider…and Why It Really Matters

    So, you’re a new startup and you want to attract the best talent – the crème de la crème of the industry. How do you convince them to join your company in a competitive hiring market? Why not...

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  • The One Data Set Every Finance Exec Needs [PODCAST]

    The One Data Set Every Finance Exec Needs [PODCAST]

    Today’s interview features Dustin Snyder who is the director of finance at Banyan. Banyan is experiencing massive growth and Dustin has some amazing insights and war stories for taking a startup...

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