Finance Teams

Access a wide variety of information to help you better understand the financial ramifications of your equity plan.

  • Cap Table Example and Template

    Cap Table Example and Template

    View our cap table example and see what information it should contain. Discover how using our cap table software can help avoid the need for template.

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  • Cap Table Management: Tips for Managing a Cap table

    Cap Table Management: Tips for Managing a Cap table

    Learn about some cap table management best practices to help avoid costly mistakes.

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  • What is Cap Table Management? (And Why Does it Matter?)

    What is Cap Table Management? (And Why Does it Matter?)

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  • [Podcast] Meet the New Reddit: Yagi and Lai on Reddit’s Second Startup Phase and Growth

    [Podcast] Meet the New Reddit: Yagi and Lai on Reddit’s Second Startup Phase and Growth

    Learn how Reddit offers broad-based equity plans to employees as part of its new culture globally.

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  • Sources of Equity Dilution

    Sources of Equity Dilution

    Learn the different types of dilution of shares in our equity dilution guide. View industry benchmarks by investor stage, typical dilution rates and more.

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  • How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    How to Calculate Equity Dilution: Determining Ownership Stake Over Time

    Find out how to calculate equity dilution online with Shareworks Startup Edition. Learn a stock dilution formula, see common equity dilution scenarios and more.

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  • How Does Equity Get Diluted?

    How Does Equity Get Diluted?

    In part two of our equity guide, we answer how does equity get diluted and work. Learn about anti-dilution protection and view an equity dilution example.

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  • What is Equity Dilution?

    What is Equity Dilution?

    Learn what equity dilution is and how it works.

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  • Preparing for an Upcoming Audit? Four Things to Consider

    Preparing for an Upcoming Audit? Four Things to Consider

    Discover four things you should be considering when preparing for an upcoming financial audit.

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  • International Tax Regulations: Tackling Multiple Jurisdictions and Regulatory Compliance

    International Tax Regulations: Tackling Multiple Jurisdictions and Regulatory Compliance

    See things to consider with international tax regulations when offering equity to employees in multiple countries.

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  • 6 Liquidity Event Tips to Better Manage a Tender Offer

    6 Liquidity Event Tips to Better Manage a Tender Offer

    Discover how Shareworks can make your liquidity event easier with tender offer and stock buyback tips.

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  • Equity Related Tax Information | Shareworks by Morgan Stanley0:43

    Equity Related Tax Information | Shareworks by Morgan Stanley

    How do you provide key tax information about equity plans to employees? It's important to make sure equity-related tax info is consumable for you employees with simple graphics and no jargon.

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  • ISOs, NQSOs and RSUs: Which Equity Awards Should You Offer?

    ISOs, NQSOs and RSUs: Which Equity Awards Should You Offer?

    Find the types of equity compensation and which equity awards your company should offer: RSU vs ISO vs NQSO.

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  • Offering Equity to Remote Employees | Shareworks by Morgan Stanley0:26

    Offering Equity to Remote Employees | Shareworks by Morgan Stanley

    How can you responsibly grant equity to remote employees? You need to have a clear and detailed equity policy in your grant plan that reduces guess work.

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  • Efficiency, Accuracy and Strategy: How Nextdoor’s Equity Compensation Program Is Poised to Fuel Company Growth

    Efficiency, Accuracy and Strategy: How Nextdoor’s Equity Compensation Program Is Poised to Fuel Company Growth

    It started with a simple concept – to connect neighbors to neighbors online. The idea quickly caught on and propelled San Francisco-based startup Nextdoor into a billion-dollar company.

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  • Shareworks Helps Global Atlantic Financial Group Meet its Evolving Needs.

    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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  • What Is IFRS 2?

    What Is IFRS 2?

    Accounting for the expense associated with equity compensation awards can be daunting, especially to folks who are new to equity compensation or those of us without a background in...

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  • What Is a Restricted Stock​ Unit? A Primer for the Uninitiated

    What Is a Restricted Stock​ Unit? A Primer for the Uninitiated

    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...

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  • The Journey from Startup to IPO

    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

    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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