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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Finance Teams
Access a wide variety of information to help you better understand the financial ramifications of your equity plan.
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What is Cap Table Management? (And Why Does it Matter?)
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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
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?
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?
Learn what equity dilution is and how it works.
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Global Intelligence: Tackling Multiple Jurisdictions and Regulatory Compliance
Expanding to new tax jurisdictions comes with new international tax regulations. Here's what to be mindful of.
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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?
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 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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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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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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Equity Dilution Guide 101: A Startup Guide to Equity Dilution
Discover, what is equity dilution and how dilution works.
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Cap Tables 101: The Startup’s Guide to Cap Table Management
Check out our cap table 101 guide for cap table management.
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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.
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Form 3921 – Who Needs to File, When to Do it, and How to Do it
You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.
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Understanding Convertible Debt and How it Affects Your Cap Table
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...
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