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Articles on Equity Management

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

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

By Shoobx

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

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

By Abbey Minondo, Customer Success

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

100K Rule: Why It Matters & What It Means

By Abbey Minondo, Customer Success

Three Methods for Calculating Cost Per Share

By Jordan Vance, Senior Software Engineer

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

By Shoobx

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

By Abbey Minondo, Customer Success

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

By Xavier Holland, Content Marketing Manager

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

By Kathy Nolan, Client Services Manager and Corporate Attorney

Understanding Equity Financing Closings

By Shoobx

All About Term Sheets

By Kathy Nolan, Client Services Manager and Corporate Attorney

Understanding Stock Certificates

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

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

By Kathy Nolan, Client Services Manager and Corporate Attorney

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

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

What is a cap table?

By Kathy Nolan, Client Services Manager and Corporate Attorney

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

By Shoobx

701 Exemptions and You

By Jen McPhilimy, Head of Product & User Experience

3 Questions about Equity Alphabet Soup—Answered

By Kathy Nolan, Client Services Manager and Corporate Attorney

The Dirt on Authorized and Issued Shares - An Infographic

By Jason Grover, Graphic Designer

Vesting: The Founders' Friend

By Kathy Nolan, Client Services Manager and Corporate Attorney

Founder Shares: 4 Reasons to Grant Them Right Now

By Kathy Nolan, Client Services Manager and Corporate Attorney

Calculating Percentage of Ownership: Hooray for New Math!

By Jen McPhilimy, Head of Product & User Experience

Incentive Stock Options: Equitable Employee Equity

By Jen McPhilimy, Head of Product & User Experience

Aligning Motivations: Setting Up a Stock Incentive Plan

By Aubree Lawrence, Digital Content Project Manager

Dilution Decoded - An Infographic

By Jason Grover, Graphic Designer

Authorized Shares: Where Do They All Go?

By Jen McPhilimy, Head of Product & User Experience

Par Value: More Than Zero

By Jen McPhilimy, Head of Product & User Experience

Why Stock Is Going Paperless, and Why You Should Too

By Shoobx

The Buzz about 83(b)

By Anita Ryan, Staff Attorney

Tricky Charter Questions

By Shoobx

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