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?

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

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

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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

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

‘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

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

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

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...

View
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.

View
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

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...

View
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.

View
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...

View
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

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]

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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When Should a Startup Hire a CFO?

Hiring a CFO at the right time can be a guessing game. If you hire them too soon, you may not be able to support the overhead, but if you hire them too late you’ll miss out on key financial...

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Executives and Founders

What is Modern Equity Award Administration?

See what questions stock plan administrators should consider for their participant's equity award plans today.

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.

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...

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.

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

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...

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...

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...

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.

Boost Performance and Retention with a Canadian ESPP

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

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...

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.

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...

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...

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.

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...

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.

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...

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...

When Should a Startup Hire a CFO?

Hiring a CFO at the right time can be a guessing game. If you hire them too soon, you may not be able to support the overhead, but if you hire them too late you’ll miss out on key financial...