A Startup

Startups have specific equity needs, which is why we’ve compiled resources focusing on what you need to know from the start.

  • 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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    This Checklist Covers Your Cap Table Bases.

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    Download the Workforce Distribution Analysis for Startups Report

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  • How to improve employee retention, attract talent and boost productivity with a tender offer

    How to improve employee retention, attract talent and boost productivity with a tender offer

    See how to improve employee retention, attract top talent and boost employee productivity with a tender offer.

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  • Who and When to Start Hiring: Workforce Composition Analysis for Startups

    Who and When to Start Hiring: Workforce Composition Analysis for Startups

    Find out who and when startups need to begin hiring by viewing our workforce composition report.

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    Download our Free Cap Table Template Here.

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  • A New Users’ Guide: How to Use Shareworks

    A New Users’ Guide: How to Use Shareworks

    Check out our new users' guide, a high-level overview of how to use Shareworks and find new tips or tricks.

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  • Shareworks Solutions for Private Startups will help you get it right, from the start.

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  • From an Idea on a Napkin: Working Together to Build Cultures of Ownership

    From an Idea on a Napkin: Working Together to Build Cultures of Ownership

    See how we're helping companies and employees thrive with Morgan Stanley's suite of workplace financial solutions.

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    Download our how-to guide on expensing stock options.

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  • The State of Equity Plan Management at Private Companies Report 2020

    The State of Equity Plan Management at Private Companies Report 2020

    View our private equity compensation report to learn about the state of equity plan management at private companies.

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    The ultimate list of equity resources - from raising money to equity splits!

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  • Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    Issuing Equity Awards in Canada: A Primer for Canadian Controlled Private Corporations (CCPC)

    View the tax benefits for awards issued by a Canadian Controlled Private Corporation or CCPC.

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    Request a demo to learn how Shareworks helps you to manage your cap table and grow your company.

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  • Insights from helping thousands of companies with their equity plan management.

    Insights from helping thousands of companies with their equity plan management.

    See advice on equity plan management, equity awards and electronic shares from Shareworks 20 years of experience.

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  • 10 Things to Consider When Rolling Out a Global Share Plan

    10 Things to Consider When Rolling Out a Global Share Plan

    See top 10 considerations to review when executing a global share plan such as utilizing tax efficiencies.

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    Model your burn rate using this free spreadsheet.

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  • How Private Companies Execute Equity Compensation Plans

    How Private Companies Execute Equity Compensation Plans

    Learn what private equity compensation is and how to create equity compensation plans for private companies.

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  • Key Points Companies May Consider When Drafting an Employee Stock Option Plan

    Key Points Companies May Consider When Drafting an Employee Stock Option Plan

    Learn about employee stock option plans. From the benefits to how to set up an employee stock option plan.

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  • Five Demographic Trends to Enhance and Evolve Your Equity Plan Now

    Five Demographic Trends to Enhance and Evolve Your Equity Plan Now

    View 5 demographic trends for equity plans to see which gender places higher importance on equity and more.

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    Learn the 9 critical questions to ask before choosing an equity management solution.

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    Connect with us to learn how to attract, engage, and retain top talent using compensation data and tools.

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  • Cap Tables: Five Reasons to Stop Using Spreadsheets

    Cap Tables: Five Reasons to Stop Using Spreadsheets

    See why you should stop managing your cap table in a spreadsheet and the importance of cap table scalability.

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  • Gender and Compensation at VC-backed Startups – Where Are We Today?

    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...

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    Download the step-by-step guide to issuing electronic shares including sample legal language!

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  • Avoiding the Most Common Cap Table Pitfalls

    Avoiding the Most Common Cap Table Pitfalls

    Equity changes lives. While it may not be the lowest risk path to wealth, building something from nothing can be incredibly rewarding, both in personal satisfaction and financial outcomes. As...

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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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  • 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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    Equity Insights from 10,000+ Private Companies.

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  • What’s in the Forecast? The Black-Scholes Formula and Forecasting Factors

    What’s in the Forecast? The Black-Scholes Formula and Forecasting Factors

    In our last article, we described the three present factors that go into the Black-Scholes option pricing model. Now we’ll turn our attention to the forecasting factors. A lot hinges on the...

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  • 409A Early-Stage Valuations: The Value Proposition

    409A Early-Stage Valuations: The Value Proposition

    “Price, timeliness, and quality, I always tell the client that you can pick two of the three.”  These were the words of wisdom a Deloitte partner passed down to me as a first year valuation...

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    Calculate just how friendly that term sheet is using our free scorecard.

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    View a free example of a stock option expensing report.

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  • The Basics of Convertible Notes: Convertible Note Terms

    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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