ootb-white-solo

Founder Finance: Managing Your Equity and Diversifying your Investments

By Shoobx

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

By Shoobx

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

By Shoobx

4 Things Startups Should Know About Venture Debt Financing

By Shoobx

ASC 718 Guide: Understanding GAAP Accounting for Stock Options

By Shoobx

What every startup needs from a virtual automated data room

By Shoobx

The State of Startup Funding: 3 Fundraising Trends to Watch

By Shoobx

Fundraising in Uncertain Times: 5 Tips for Startup Leaders

By Shoobx

Why you should consider non-dilutive financing + 9 resources

By Tania Huzieran, Sr. Content Marketing Manager

The Startup CFO Tech Stack: The Ultimate Guide for Fractional and Full-Time CFOs

By Shoobx

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

By Shoobx

Finding the Right Startup Lawyer: Tips from An Attorney

By Lynne Zagami, Head of Customer Success

Equity Financing vs. Debt Financing: What are the benefits and disadvantages?

By Tania Huzieran, Sr. Content Marketing Manager

Fundraising Due Diligence Checklist: Prepare For Venture Capital Financing

By Lynne Zagami, Head of Customer Success

Startup CFOs: 4 Tips to Prepare For Your Next Equity Financing

By Bryce DelGrande, Head of Sales and Business Development

Day-to-Day Due Diligence: Don't Drop the Ball When Scaling Your Business

By Lynne Zagami, Head of Customer Success

Venture Capital Fundraising: 6 Keys to Success for Startup Founders

By Jason Furtado, CEO & Co-Founder

Shoobx To Further Empower Entrepreneurs Through Open Cap Table Coalition

By Jen McPhilimy, Head of Product & User Experience

Company Fundraising: An Introduction to Venture Debt

By Shoobx

Company Fundraising: Convertible Notes & Future Implications

By Shoobx

Mergers & Acquisitions: Considerations & Implications for Your Business

By Shoobx

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

Investor Readiness Part Two: A Closer Look at Preparing for Your Next Fundraise

By Lynne Zagami, Head of Customer Success

Removing Friction in the Entrepreneurial Ecosystem

By Christina Logsdon, Head of Marketing

Founder Ownership: Managing Equity Dilution While Raising Capital

By Abbey Minondo, Customer Success

Mergers & Acquisitions: Five Steps to Getting Deal Ready

By Abbey Minondo, Customer Success

Shoobx Nominated for Startup of the Year and Founder of the Year for Startup Boston's Community Awards

By Christina Logsdon, Head of Marketing

Investor Readiness Part One: Are you investor ready?

By Lynne Zagami, Head of Customer Success

How Shoobx and Fidelity Investments are Helping Pre-IPO Companies Prepare for Exit or IPO

By Shoobx

How To Structure Your ASC 718 Disclosure Schedule

By Abbey Minondo, Customer Success

Shoobx Summer Reading List 2021

By Xavier Holland, Content Marketing Manager

What You Need to Know About Stock Option Grants

By Abbey Minondo, Customer Success

Anti-Dilution Provisions: An Investor’s Insurance Policy

By Abbey Minondo, Customer Success

Accredited Investor Requirements

By Jen McPhilimy, Head of Product & User Experience

Spark Partner Spotlight: NewWave Law

By Xavier Holland, Content Marketing Manager

What’s Past Is Prologue: Pro Rata Rights And Your Next Round

By Abbey Minondo, Customer Success

What is a Public Benefit Corporation?

By Xavier Holland, Content Marketing Manager

ASC 718: Calculating Fair Value When Accounting for Options

By Abbey Minondo, Customer Success

What Makes A Good ASC 718 Report And When Do I Need One?

By Abbey Minondo, Customer Success

Incentive Stock Options: The 100k Requirement

By Abbey Minondo, Customer Success

The 411 On Stockholder Communications: Stockholder Consent & 228 Notices

By Abbey Minondo, Customer Success

What To Expect During Due Diligence & The Documents You Will Need

By Abbey Minondo, Customer Success

Three Methods for Calculating Cost Per Share

By Jordan Vance, Senior Software Engineer

What Does a CFO Do During an Equity Raise?

By Aaron Spool, Partner at Eventus Advisory Group

What Are Drag-Along Rights?

By Xavier Holland, Content Marketing Manager

Agreements for Everybody!

By Xavier Holland, Content Marketing Manager

Blue Sky Laws: A Two Part Approach to Regulating Securities

By Abbey Minondo, Customer Success

Swords, Sorcery, & Startups: How Dungeons & Dragons Can Help You Create the Perfect Founding Team

By Jason Grover, Graphic Designer

What is a Transfer Agent, and Do I Need One?

By Shoobx

How to Draft Disclosure Schedules

By Lynne Zagami, Head of Customer Success

The Same Deal is the Better Deal: Why Standardization is Good

By Jen McPhilimy, Head of Product & User Experience

Is an Automated Equity Financing Right for You?

By Jen McPhilimy, Head of Product & User Experience

Doing the Split — What are Stock Splits and Should your Company Undergo One?

By Abbey Minondo, Customer Success

Skip the Triplicates: How to Get a TCC for Electronic IRS Filings

By Xavier Holland, Content Marketing Manager

Navigating QSBS: The Tax Savings Heard ‘Round the Startup World

By Kaitlyn Carlson, Founder & CEO at Civitas Financial

What Defines a Startup?

By Xavier Holland, Content Marketing Manager

The Four Biggest Myths About Choosing Between an LLC and a C Corp

By Shoobx

What is a Management Rights Letter?

By Xavier Holland, Content Marketing Manager

Alternatives to Equity Financing: When There’s Not Quite Enough in the Couch Cushions

By Xavier Holland, Content Marketing Manager

Startup Legal Fees: All the Ways Lawyers Can Charge You

By Xavier Holland, Content Marketing Manager

My Co-Founder Just Left, Now What?

By Kathy Nolan, Client Services Manager and Corporate Attorney

What Should I Know About Share Purchase Price Below Fair Market Value?

By Kathy Nolan, Client Services Manager and Corporate Attorney

Falling Short of Your Fundraising Goals: Considerations for Next Steps

By Kathy Nolan, Client Services Manager and Corporate Attorney

A Step-by-Step Guide to Hiring a Lawyer

By Kathy Nolan, Client Services Manager and Corporate Attorney

Equity Financing Documents: The Legal Agreements Behind Your Financing

By Kathy Nolan, Client Services Manager and Corporate Attorney

Understanding Equity Financing Closings

By Shoobx

Term Sheets: Can I Fundraise Without One?

By Kathy Nolan, Client Services Manager and Corporate Attorney

Getting to Know Delaware: What Does it Mean to be in Good Standing?

By Kristina Beacom, Office Manager

Understanding Stock Certificates

By Kathy Nolan, Client Services Manager and Corporate Attorney

Corporate Officers for Your Delaware C Corporation

By Brittney Joyce, Product Manager

Entrepreneurship for All: Some Useful Resources for Diverse Startup Founders

By Lynne Zagami, Head of Customer Success

A Guide to Term Sheet Terminology

By Kathy Nolan, Client Services Manager and Corporate Attorney

Understanding the Liquidation Stack: Participation and Preference

By David Han, Customer Success Intern

Mary Poppins Would Want You to Use Electronic Stock Certificates

By Lynne Zagami, Head of Customer Success

Round and Round, We Go! Naming Conventions for Seed, A, and B Fundraises

By Kathy Nolan, Client Services Manager and Corporate Attorney

Employee Equity: Get The Shares You Deserve, Even After You Leave

By Kathy Nolan, Client Services Manager and Corporate Attorney

Why Don't All Startups Patent Their Technology?

By Jim Billmaier, TurboPatent CEO

An Overview of the Delaware Franchise Tax

By Jen McPhilimy, Head of Product & User Experience

How to Grant Options to an Employee: A Step-By-Step Guide

By Kathy Nolan, Client Services Manager and Corporate Attorney

The Top 7 Lies That Founders Tell Themselves

By Kathy Nolan, Client Services Manager and Corporate Attorney

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

Know Your Hires: Background Checks

By David Han, Customer Success Intern

Working Effectively With Your Board: A Founder’s Introduction to Board Management

By Kathy Nolan, Client Services Manager and Corporate Attorney

Four Founders From Fantasy and Science Fiction and What We Can Learn From Them

By Jason Grover, Graphic Designer

Welcome Aboard! Onboarding New Employees

By David Han, Customer Success Intern

Shoobx Talks with David Chang about Navigating First-Time Entrepreneurship

By Shoobx

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

By David Han, Customer Success Intern

What is the Difference Between Creating a Delaware S Corp and a Delaware C Corp?

By Kathy Nolan, Client Services Manager and Corporate Attorney

What Kinds of Insurance Does My Company Need? Exploring Workers' Compensation, Property, and Liability Insurance

By Brittney Joyce, Product Manager

What is a cap table?

By Kathy Nolan, Client Services Manager and Corporate Attorney

Show Me the Money! Early Stage Financing Options

By Anita Ryan, Staff Attorney

Intellectual Property Assignment Agreements

By Jen McPhilimy, Head of Product & User Experience

Company Financial Housekeeping: Getting a Credit Card and Opening a Bank Account

By Brittney Joyce, Product Manager

How to Think About Your Incorporation the RIGHT Way

By Kathy Nolan, Client Services Manager and Corporate Attorney

These are the Top Eight Startup Cities Outside of California, New York, and Massachusetts

By Jason Grover, Graphic Designer

Leveraging Technology Solutions to Protect Unregistered Trademarks

By Bennett Collen, Founder/CEO of Cognate

Paper Trail: A Chronology Of Documents Generated By A Sample Startup

By Shoobx

What Is a 409A Valuation and Why Does It Matter?

By Shoobx

How to Prepare Your Legal Documents for Due Diligence

By Kathy Nolan, Client Services Manager and Corporate Attorney

Positioning Your Company for Success: Key Post-Series A Controls and Processes

By Mike Dansby, VP of CFO Services at Consero

Subscribe