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Make better equity decisions with clearer records
Practical guidance for finance, people and legal teams — from employee awards and fundraising records to valuations, controls and platform changes.
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Platform migration essentials
What should you export before changing equity platforms?
Preserve the data that explains both the current position and how it was reached, and record the gaps.
Start my export checklistHow to check your cap table after migration
Compare both systems at the same effective date, then work from summary down to individual records.
Open the reconciliation checklistWhen is the right time to switch equity platforms?
Build the timeline backward from an internal completion target and protect the review steps.
Build my migration timelineQuestions to ask before signing with an equity platform
Twelve questions that turn a demo into a decision about your actual workflow.
Build my requirements listEquity library
15 focused guides. One clearer operating picture.
Find the question your team needs to answer now. Every guide separates records, assumptions and decisions — with sourced provider references and no invented results.
Stock options or RSUs for your next equity plan
Compare stock options and RSUs through employee economics, cash requirements, and administration before choosing the right equity award structure.
Read guideExplaining an equity offer without overselling its value
Explain a startup equity offer with clear quantities, ownership assumptions, vesting terms, and realistic examples that candidates can understand.
Read guideBuilding an equity data room investors can actually review
Organize equity records for investor due diligence with a clear index, document relationships, controlled access, and an approach to unresolved issues.
Read guidePlanning refresh grants before the equity budget runs out
Budget equity refresh grants alongside hiring and promotions, with clear assumptions about available capacity, proposed awards, and approval timing.
Read guideHandling employee departures without losing track of options
Handle employee equity departures with verified dates, award-specific review, clear notices, and a documented process for questions and deadlines.
Read guideManaging equity when employees work across borders
Coordinate global employee equity using a country and event register, clear adviser responsibilities, and reliable records when employees move.
Read guideKeeping a SAFE register that survives the next financing
Keep SAFE investments organized with signed terms, funding status, side letters, and review notes so the next financing starts from reliable records.
Read guideWhy an ownership percentage does not explain control
Understand why a cap table percentage does not fully describe voting influence, approval rights, or economic outcomes in a private company.
Read guidePreparing employee equity records for a liquidity program
Prepare for a potential employee liquidity program by validating holdings, defining eligibility, and coordinating transaction records and communication.
Read guidePreparing purchase price allocation after an acquisition
Prepare for purchase price allocation with an acquisition evidence plan, clear asset information, and coordinated work between finance and valuation advisers.
Read guideRecognizing when an impairment review needs attention
Turn changes in performance, forecasts, and business conditions into an organized impairment-review process without confusing a warning sign with a conclusion.
Read guideWriting a board equity report that supports decisions
Create a board equity report that explains what changed, what needs approval, and which ownership or award issues require attention.
Read guideGiving people the right access to equity data
Design equity data permissions around actual work, with separate viewing, editing, approval, and export responsibilities and a process for access changes.
Read guideChoosing the right valuation for the question being asked
Match your valuation request to its purpose, security, date, and reporting framework so you commission the right work and avoid misleading comparisons.
Read guideUsing AI in equity management without surrendering judgment
Identify where AI can assist equity work, how to test its outputs, and which decisions still need controlled review before company records change.
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