Private Companies Deserve More Support — Here’s How Fidelity is Providing It

By Shoobx    
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Private Companies Deserve More Support — Here’s How Fidelity is Providing It

By Shoobx
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Pre-Money SAFE vs. Post-Money SAFE: A Guide for Founders

By Tania Huzieran, Sr. Content Marketing Manager
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Warrants vs. Stock Options: What Founders Need to Know

By Tania Huzieran, Sr. Content Marketing Manager
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Founder's Guide: What is Fair Market Value (FMV) and why does it matter?

By Shoobx
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NVCA Financing Documents: A Guide for Startup Founders

By Shoobx
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RSU vs. Stock Options: What founders need to know

By Shoobx
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SAFEs vs. Convertible Notes vs. Priced Rounds: a Guide for Startup Leaders

By Shoobx
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Charitable Giving 101 for Startup Founders and Early Employees

By Shoobx
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Common Stock vs. Preferred Stock: Everything You Need to Know

By Shoobx
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Founder Finance: Managing Your Equity and Diversifying your Investments

By Shoobx
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A Startup’s Guide to Non-Dilutive Funding: 3 Tips to Maximize Timeline, Runway and Revenue

By Shoobx
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ASC 718 and Share-Based Compensation Accounting: Dos and Don’ts for Founders

By Shoobx
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4 Things Startups Should Know About Venture Debt Financing

By Shoobx
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ASC 718 Guide: Understanding GAAP Accounting for Stock Options

By Shoobx
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What every startup needs from a virtual automated data room

By Shoobx
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The State of Startup Funding: 3 Fundraising Trends to Watch

By Shoobx
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Fundraising in Uncertain Times: 5 Tips for Startup Leaders

By Shoobx
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Why you should consider non-dilutive financing + 9 resources

By Tania Huzieran, Sr. Content Marketing Manager
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The Startup CFO Tech Stack: The Ultimate Guide for Fractional and Full-Time CFOs

By Shoobx
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Equity financing rounds should close in days. Here's why they don't.

By Shoobx
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Finding the Right Startup Lawyer: Tips from An Attorney

By Lynne Zagami, Head of Customer Success
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Equity Financing vs. Debt Financing: What are the benefits and disadvantages?

By Tania Huzieran, Sr. Content Marketing Manager
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Fundraising Due Diligence Checklist: Prepare For Venture Capital Financing

By Lynne Zagami, Head of Customer Success
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Startup CFOs: 4 Tips to Prepare For Your Next Equity Financing

By Bryce DelGrande, Head of Sales and Business Development
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Day-to-Day Due Diligence: Don't Drop the Ball When Scaling Your Business

By Lynne Zagami, Head of Customer Success
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Venture Capital Fundraising: 6 Keys to Success for Startup Founders

By Jason Furtado, CEO & Co-Founder
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Shoobx To Further Empower Entrepreneurs Through Open Cap Table Coalition

By Jen McPhilimy, Head of Product & User Experience
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Company Fundraising: An Introduction to Venture Debt

By Shoobx
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Company Fundraising: Convertible Notes & Future Implications

By Shoobx
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Mergers & Acquisitions: Considerations & Implications for Your Business

By Shoobx
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Shoobx Wins Startup of the Year in First-Ever Startup Boston Community Awards; Founder & CEO Jason Furtado Wins Founder of the Year

By Christina Logsdon, Head of Marketing
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Investor Readiness Part Two: A Closer Look at Preparing for Your Next Fundraise

By Lynne Zagami, Head of Customer Success
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Removing Friction in the Entrepreneurial Ecosystem

By Christina Logsdon, Head of Marketing
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Founder Ownership: Managing Equity Dilution While Raising Capital

By Abbey Minondo, Customer Success
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Mergers & Acquisitions: Five Steps to Getting Deal Ready

By Abbey Minondo, Customer Success
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Shoobx Nominated for Startup of the Year and Founder of the Year for Startup Boston's Community Awards

By Christina Logsdon, Head of Marketing
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Investor Readiness Part One: Are you investor ready?

By Lynne Zagami, Head of Customer Success
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How Shoobx and Fidelity Investments are Helping Pre-IPO Companies Prepare for Exit or IPO

By Shoobx
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How To Structure Your ASC 718 Disclosure Schedule

By Abbey Minondo, Customer Success
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Shoobx Summer Reading List 2021

By Xavier Holland, Content Marketing Manager
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What You Need to Know About Stock Option Grants

By Abbey Minondo, Customer Success
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Anti-Dilution Provisions: An Investor’s Insurance Policy

By Abbey Minondo, Customer Success
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Accredited Investor Requirements

By Jen McPhilimy, Head of Product & User Experience
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Spark Partner Spotlight: NewWave Law

By Xavier Holland, Content Marketing Manager
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What’s Past Is Prologue: Pro Rata Rights And Your Next Round

By Abbey Minondo, Customer Success
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What is a Public Benefit Corporation?

By Xavier Holland, Content Marketing Manager
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ASC 718: Calculating Fair Value When Accounting for Options

By Abbey Minondo, Customer Success
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What Makes A Good ASC 718 Report And When Do I Need One?

By Abbey Minondo, Customer Success
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Incentive Stock Options: The 100k Requirement

By Abbey Minondo, Customer Success
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The 411 On Stockholder Communications: Stockholder Consent & 228 Notices

By Abbey Minondo, Customer Success
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What To Expect During Due Diligence & The Documents You Will Need

By Abbey Minondo, Customer Success
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Three Methods for Calculating Cost Per Share

By Jordan Vance, Senior Software Engineer
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What Does a CFO Do During an Equity Raise?

By Aaron Spool, Partner at Eventus Advisory Group
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What Are Drag-Along Rights?

By Xavier Holland, Content Marketing Manager
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Agreements for Everybody!

By Xavier Holland, Content Marketing Manager
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Blue Sky Laws: A Two-Part Approach to Regulating Securities

By Abbey Minondo, Customer Success
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Swords, Sorcery, & Startups: How Dungeons & Dragons Can Help You Create the Perfect Founding Team

By Jason Grover, Graphic Designer
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What is a Transfer Agent, and Do I Need One?

By Shoobx
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How to Draft Disclosure Schedules

By Lynne Zagami, Head of Customer Success
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The Same Deal is the Better Deal: Why Standardization is Good

By Jen McPhilimy, Head of Product & User Experience
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Is an Automated Equity Financing Right for You?

By Jen McPhilimy, Head of Product & User Experience
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Doing the Split — What are Stock Splits and Should your Company Undergo One?

By Abbey Minondo, Customer Success
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Skip the Triplicates: How to Get a TCC for Electronic IRS Filings

By Xavier Holland, Content Marketing Manager
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Navigating QSBS: The Tax Savings Heard ‘Round the Startup World

By Kaitlyn Carlson, Founder & CEO at Civitas Financial
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What Defines a Startup?

By Xavier Holland, Content Marketing Manager
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The Four Biggest Myths About Choosing Between an LLC and a C Corp

By Shoobx
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What is a Management Rights Letter?

By Xavier Holland, Content Marketing Manager
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Alternatives to Equity Financing: When There’s Not Quite Enough in the Couch Cushions

By Xavier Holland, Content Marketing Manager
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Startup Legal Fees: All the Ways Lawyers Can Charge You

By Xavier Holland, Content Marketing Manager
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My Co-Founder Just Left, Now What?

By Kathy Nolan, Client Services Manager and Corporate Attorney
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What Should I Know About Share Purchase Price Below Fair Market Value?

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Falling Short of Your Fundraising Goals: Considerations for Next Steps

By Kathy Nolan, Client Services Manager and Corporate Attorney
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A Step-by-Step Guide to Hiring a Lawyer

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Equity Financing Documents: The Legal Agreements Behind Your Financing

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Understanding Equity Financing Closings

By Shoobx
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Term Sheets: Can I Fundraise Without One?

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Getting to Know Delaware: What Does it Mean to be in Good Standing?

By Kristina Beacom, Office Manager
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Understanding Stock Certificates

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Corporate Officers for Your Delaware C Corporation

By Brittney Joyce, Product Manager
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Entrepreneurship for All: Some Useful Resources for Diverse Startup Founders

By Lynne Zagami, Head of Customer Success
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A Guide to Term Sheet Terminology

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Understanding the Liquidation Stack: Participation and Preference

By David Han, Customer Success Intern
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Round and Round, We Go! Naming Conventions for Seed, A, and B Fundraises

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Employee Equity: How You Can Get The Shares You Deserve, Even After You Leave

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Why Don't All Startups Patent Their Technology?

By Jim Billmaier, TurboPatent CEO
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An Overview of the Delaware Franchise Tax

By Jen McPhilimy, Head of Product & User Experience
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How to Grant Options to an Employee: A Step-By-Step Guide

By Kathy Nolan, Client Services Manager and Corporate Attorney
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The Top 7 Lies That Founders Tell Themselves

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Company Share Repurchase Windows: Don’t Let Your Employees Walk Away With More Shares Than They Have Earned

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Know Your Hires: Background Checks

By David Han, Customer Success Intern
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Working Effectively With Your Board: A Founder’s Introduction to Board Management

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Four Founders From Fantasy and Science Fiction and What We Can Learn From Them

By Jason Grover, Graphic Designer
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Welcome Aboard! Onboarding New Employees

By David Han, Customer Success Intern
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Shoobx Talks with David Chang about Navigating First-Time Entrepreneurship

By Shoobx
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The Post-Incorporation Checklist (Or, You've Incorporated, Now What?)

By David Han, Customer Success Intern
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What is the Difference Between Creating a Delaware S Corp and a Delaware C Corp?

By Kathy Nolan, Client Services Manager and Corporate Attorney
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What Kinds of Insurance Does My Company Need? Exploring Workers' Compensation, Property, and Liability Insurance

By Brittney Joyce, Product Manager
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What is a cap table?

By Kathy Nolan, Client Services Manager and Corporate Attorney
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Show Me the Money! Early Stage Financing Options

By Anita Ryan, Staff Attorney
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Intellectual Property Assignment Agreements

By Jen McPhilimy, Head of Product & User Experience

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