The Shareworks platform can help you manage your equity, taking you from startup to IPO and beyond.
5 Reasons Why You Should Attend Synergy 2020
Synergy is an event like no other. Learn new ways to get the most out of Shareworks, network with industry ...
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5 Reasons Why You Should Attend Synergy 2020
Synergy is an event like no other. Learn new ways to get the most out of Shareworks, network with industry peers and discover new strategies to engage your employees.
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...
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...
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....
Global Tax and Regulatory Update: October 2019
Subscribe to our monthly updates and never miss an issue! The Federal government has set the employment insurance rates for 2020 as follows: The annual maximum of insurable earnings will...
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...
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
Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?
409A valuations are vital if you want to offer employees stock options. But for many startups, the cost is high. Thankfully, you can get a free 409A valuation and satisfy compliance requirements.
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.
Is a Tender Offer Right for You?
In this age of companies staying private longer, some private companies still have their sights clearly set on an IPO. Some are in “maybe someday” mode, while others may never choose to take the...
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...
This Black-Scholes calculator will help you calculate value for stock options, making it dead easy for non-public companies to complete the option valuation process.
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...
Complex Status Rules are Here to Make Your Life A Little Bit Easier
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. It’s an average workday and...
Boost Performance and Retention with a Canadian ESPP
Cultivate performance and retention company-wide with an employee share purchase plan.
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.
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...
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...
The Journey from Startup to IPO