A Startup

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

  • Startup to IPO and Beyond with Shareworks by Morgan Stanley1:50

    Startup to IPO and Beyond with Shareworks by Morgan Stanley

    The Shareworks platform can help you manage your equity, taking you from startup to IPO and beyond.

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    This Checklist Covers Your Cap Table Bases.

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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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  • 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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    Download our Free Cap Table Template Here.

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

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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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    Download our how-to guide on expensing stock options.

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

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  • Rev Up Plan Engagement this Fall with Stocktoberfest!

    Rev Up Plan Engagement this Fall with Stocktoberfest!

    With all the consistent effort it takes to run a plan well, never mind promote it, uptake in your plan has a way of slipping.

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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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  • Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    Do I really need an expensive 409A valuation report to tell me that my startup is worth nothing?

    409A valuations are vital if you want to offer employees stock options. But for many startups, the cost is high. Thankfully, you can get a free 409A valuation and satisfy compliance requirements.

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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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    Model your burn rate using this free spreadsheet.

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  • ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    ASU 2018-07: The Low-Down on FASB’s Changes to Non-Employee Accounting

    By now you may have heard that  FASB announced the issuance of ASU 2018-07: Simplifications to Accounting for Nonemployee Share-Based Payments on June 20, 2018. If FASB announcements give you...

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  • Why Experience Matters in Your 409A Provider

    Why Experience Matters in Your 409A Provider

    Experience. It’s what you’re paying for when you hire an attorney, your accountant, or even a plumber. And it’s no different when it comes to choosing a 409A provider for your company’s 409A...

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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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    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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  • How to Find the Right 409A Provider…and Why It Really Matters

    How to Find the Right 409A Provider…and Why It Really Matters

    So, you’re a new startup and you want to attract the best talent – the crème de la crème of the industry. How do you convince them to join your company in a competitive hiring market? Why not...

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  • The IPO Strikes Back

    The IPO Strikes Back

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

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  • Promissory Notes: The Insider Story

    Promissory Notes: The Insider Story

    Privately held companies on the IPO journey are often curious about promissory notes. As private companies, they can accept these loans as payment from employees to cover the cost of their equity...

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  • Making Equity Equitable: 8 Keys to Motivating Employees with Equity

    Making Equity Equitable: 8 Keys to Motivating Employees with Equity

    We’re thrilled to announce the 2018 Capshare Private Company Equity Statistics Report! We will be mining the report for lots of ongoing content and blog articles so stay tuned. But this year, we...

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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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    Equity Insights from 10,000+ Private Companies.

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  • 409A Made Simple: Understanding Your Company’s Valuation

    409A Made Simple: Understanding Your Company’s Valuation

    Explore Shareworks Valuation Services If you’re a startup that grants stock options to its employees, chances are you’ve heard of 409A, a section of the US tax code that’s been around since 2004.

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  • Independent 409A Valuations – How to Choose a Firm

    Independent 409A Valuations – How to Choose a Firm

    Finding a good independent 409A valuation firm can be difficult, especially with all the misinformation out there. Although we have written the definitive guide to protecting yourself through safe...

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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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  • 409A Process: Best Practices and What to Expect

    409A Process: Best Practices and What to Expect

    So you are looking to get a 409A valuation and you are wondering about the 409A process?  You’ve come to the right place. We have been performing 409A valuations for the better part of a decade...

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