Finance Teams

Creative, dynamic, customized: How automation helped Global Atlantic Financial Group meet its evolving equity compensation needs as a private company.

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...

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...

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

If your company is like most, once you’ve decided to assign a formal value to your equity compensation awards, you’re probably going to use the Black-Scholes option pricing model. Of course, if...

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...

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...

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...

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...

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...

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...

These heady, entrepreneur-friendly times have led to a resurgence of companies issuing founder-friendly stock to their founders. What is founder-friendly stock? Should you consider issuing it to...

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...

Most entrepreneurs know the basics of cap tables… …Or do they? Here are a few key cap table concepts that will help you navigate the journey from inception to exit. What is Cap Table Management?...

We’re frequently asked about the differences between ISOs and NSOs. Let us try to clear up some confusion. Stock option grants are the lifeblood of Capshare – I estimate that about 3 out of every...

Picture this: Several months after initial discussions, of which you were vaguely aware, your company announces one morning the opening of a new subsidiary in China. The next day you’re given a...