Building Value with Shareworks

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.

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...

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

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...

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...

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...

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....

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...

  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...

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

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...

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.

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...

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...

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...

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...

Companies on the IPO track that have historically only awarded stock options tend to become interested in restricted stock units (RSUs) as the IPO date nears. In this article, we shed light on...