A Startup

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

  • 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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    This Checklist Covers Your Cap Table Bases.

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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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  • 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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    Download our Free Cap Table Template Here.

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

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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 our how-to guide on expensing stock options.

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

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  • Equity Compensation Reporting: A Beginners Guide for Private Companies

    Equity Compensation Reporting: A Beginners Guide for Private Companies

    This handbook contains some basic terminology that individuals responsible for equity compensation reporting should understand in order to properly calculate and report the expense under ASC 718.

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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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  • 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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  • 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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    Model your burn rate using this free spreadsheet.

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

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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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  • 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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    Equity Insights from 10,000+ Private Companies.

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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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  • 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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    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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  • 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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