Featured Content

Check out our featured resources. Start your journey here and discover the benefits of Shareworks!

  • 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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  • 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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    Learn the 9 critical questions to ask before choosing an equity management solution.

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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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  • Cap Table Management

    Issue stock and manage all your equity in one place without spreadsheets.

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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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  • 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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  • Dilution 101: A Startup Guide to Equity Dilution with Real-World Statistics

    Dilution 101: A Startup Guide to Equity Dilution with Real-World Statistics

    Equity dilution is one of the most important topics for any startup executive.   Paul Maeder at Highland Capital Partners often speaks of Christopher Columbus’ voyage as the first great venture...

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  • Shareworks Global Intelligence Newsletter April 2020

    Shareworks Global Intelligence Newsletter April 2020

    Check out our March Global Intelligence Newsletter to stay updated on global tax and global share plan changes.

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    This Checklist Covers Your Cap Table Bases.

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  • Startup to IPO and Beyond with Shareworks by Morgan Stanley1:50

    Startup to IPO and Beyond with Shareworks by Morgan Stanley

    The Shareworks platform can help you manage your equity, taking you from startup to IPO and beyond.

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  • Understanding convertible debt and how it affects your cap table

    Understanding convertible debt and how it affects your cap table

    More and more startups are getting investments through convertible debt instruments. Here’s everything you need to know about convertible debt, how it works, and how it affects your cap table. The...

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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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  • Shareworks for Public Companies

    Create custom reports, maintain data integrity and enable employees.

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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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  • 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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  • How to Account for Expired Stock Options

    How to Account for Expired Stock Options

    One of the best ways to attract talent is to offer them stock options as part of their compensation package. The process for awarding stock compensation is standard enough; you do the legwork...

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  • Comprehensive Equity Management

    Trusted by many of the top companies in the world.

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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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  • 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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  • 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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  • 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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    View a free example of a stock option expensing report.

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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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  • 10 Cap Table Mistakes That Could Cost You Money

    10 Cap Table Mistakes That Could Cost You Money

    Your cap table holds the key to a big payoff for all your hard work, but there’s a few mistakes that can really cost you. Avoid these pitfalls to help maximize your equity value. We help manage...

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  • A Simple Explanation of ASC 718 (123R)

    A Simple Explanation of ASC 718 (123R)

    What is stock expensing and how is it done? Here’s a quick and dirty explanation on what you need to know about ASC 718 (FAS 123R) and how it affects your company. What is ASC 718? According to...

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