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Articles on Equity Management

Warrants vs. Stock Options: What Founders Need to Know

By Tania Huzieran, Sr. Content Marketing Manager

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

Company Fundraising: Convertible Notes & Future Implications

By Shoobx

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

Incentive Stock Options: The 100k Requirement

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

Term Sheets: Can I Fundraise Without One?

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

Employee Equity: How You Can 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

Why Founders Should Have Vesting

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

Should You Make an 83(b) Election?

By Anita Ryan, Staff Attorney

Tricky Charter Questions

By Shoobx

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