Finance Teams

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

  • 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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  • Private Company Equity Statistics Report 2018

    Private Company Equity Statistics Report 2018

    Making intelligent decisions about your company’s equity may be the most important thing you do as private company CFO, CEO, or founder. You and your team’s payout for all of your hard work depends...

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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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  • Granting Equity Globally: What Legal and Finance Need to Know

    Granting Equity Globally: What Legal and Finance Need to Know

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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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  • Understanding the Black Scholes Formula and Present Factors

    Understanding the Black Scholes Formula and Present Factors

    The Black-Scholes model can be confusing and maybe even overwhelming. That’s why we’ve put together this high-level overview.

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  • 7 Tips to Improve Equity Administration on the Road to an IPO

    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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  • A Brief History of Equity Compensation

    A Brief History of Equity Compensation

    Equity compensation feels so commonplace in our work cultures that it’s hard to imagine it was ever something new. But it was. And not that long ago, either. Don’t believe us? Gather ’round the...

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  • What is Stock Option Expensing and Do I Need to Do it?

    What is Stock Option Expensing and Do I Need to Do it?

    I speak with CEO’s all the time who have this question. I intend to use this post to give a nuanced but in depth answer that can help you determine whether you need to spend the time and money to...

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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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  • Top 5 Cap Table Quotes from HBO’s “Silicon Valley”

    Top 5 Cap Table Quotes from HBO’s “Silicon Valley”

    This week marks the return of Silicon Valley, HBO’s hilariously off-color but poignant take on Palo Alto, startup culture, and all things tech. Silicon Valley is one of cable’s hottest shows, but...

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  • Term Sheets: The Definitive Guide for Entrepreneurs

    Term Sheets: The Definitive Guide for Entrepreneurs

    The term sheet is one of the most important documents a founder will ever encounter. But they don’t teach you about term sheets and cap tables in school. It’s part of the “street smarts” of being...

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