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.
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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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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
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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Option Pricing Models: An Overview of Lattice Models and Black-Scholes
Gain a better understanding of the history of Lattice Models and Black Scholes, how each model works, and what the most commonly used model is to calculate the value of equity compensation awards.
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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...
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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...
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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
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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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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7 Tips to Improve Equity Administration on the Road to an IPO
Growing a company? Hard. Hiring, motivating and retaining employees? Hard. Preparing your company for an IPO? Really hard. Finding the right IPO guidebook? Easy. Equity administration is...
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Shareworks Helps Global Atlantic Financial Group Meet its Evolving Needs.
Creative, dynamic, customized: How automation helped Global Atlantic Financial Group meet its evolving equity compensation needs as a private company.
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Making Equity Equitable: 8 Keys to Motivating Employees with Equity
We’re thrilled to announce the 2018 Capshare Private Company Equity Statistics Report! We will be mining the report for lots of ongoing content and blog articles so stay tuned. But this year, we...
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