Resources
We’ve worked with experienced entrepreneurs and experts to give you guidance on how to run your business and start issuing & managing shares.
- Introduction to electronic shares
- Issue Electronic Shares and Captable
- How to Issue Shares and Stocks
- How to issue shares in a startup?
- How to issue shares for LLC?
- How to issue shares in a Corporation?
- How to issue shares in a Delaware Corporation?
- How to issue shares in a private limited company?
- Advisor Shares in a Startup – A Complete Guide
- Private Stock Market: What Is It and How Does It Work?
- Rule 701 – A Complete Guide for Companies
- Classes of Shares (A, B, C)
- Understanding Share Transfer or Transfer of Shares
- Transferring Shares in a Corporation
- Transferring Shares in LLC
- Transferring Shares in a private company
- Transfer Shares vs Issuing New Shares
- Transfer of Shares to Employees
- Transferring stock between founders
- Transfer Agent for Startups
- Why you don’t need a transfer agent for your startup
- Do I need a transfer agent to manage my company cap table?
- Share Repurchase
- Cancellation of Shares
- Stock Legend – Everything You Need To Know
- 3 Methods of Company valuation
- Business Valuation: The Asset-Based Approach
- Business Valuation: The Income Approach
- Business Valuation: The Market Value Approach
- Company Valuation Introduction
- Startup Valuation Methods – How to Value Your Startup?
- Startup Valuation Model in Excel
- Business Appraisal vs Business Valuation
- Private Company Valuation Explained
- A Quick Guide on Small Business Valuation
- Ultimate Guide to Calculate Business Valuation
- How to Calculate Your Business Valuation?
- How to maximize business valuation
- Tips for Acquisitions & Business exit
- SaaS Valuation: How do you value a SaaS company?
- How to value a pre revenue startup company?
- Startup exit strategy – Everything you need to know
- Pre-Money Valuation of a Startup
- Post- Money Valuation of Startup
- Pre-money valuation vs Post-money valuation – Understanding the difference
- Reconciliation of Values in Business Valuation
- What is a Discount Rate and How to Calculate it?
- Discounts For Lack Of Marketability (DLOM)
- Guideline Public Company Method
- Comparable Company Analysis
- Backsolve Valuation Method
- Startup Valuation Multiples
- How Do You Calculate Enterprise Value?
- Enterprise Value vs Equity Value
- Enterprise Value-to-EBITDA (EV/EBITDA)
- Top-down and Bottom-up Approaches in Business Valuation
- DCF Valuation – All you need to know
- Enterprise Management Incentive (EMI) Valuation
- Purchase Price Allocation (PPA) Valuation
- Actual Market Value vs. Unrestricted Market Value
- Why are annual reports important in business valuation?
- How do Cash Flow Statements help to determine the Business valuation?
- P&L Statement & Balance sheet – How do they help in business valuation?
- Investment Valuation – Guide
- Venture Capital Valuation – Guide
- Business Valuation Discounts and their Applications
- Discount for lack of control or DLOC
- How does DLOC help in Equity Valuation?
- Valuation of Crypto Assets – All you need to know
- How do Venture capital fund metrics help in the funding process?
- Market cap vs. Valuation cap – How do they work in the business valuation process?
- How does a discount rate affect a valuation cap?
- Precedent Transaction Analysis Valuation Method
- When is A Business Valuation Needed for SBA Loans?
- Gift & Estate Tax Valuation – Everything you should know
- Intangible Asset Valuation – Complete Guide
- Guide to Valuation of Trademarks
- How Valuation is Done for License and Permits
- How to Value Intangible Assets – Patents
- Website Valuation – All You Need to Know
- How to Value Customer Related Assets
- Getting the Value of Goodwill – Intangible Asset Valuation
- 409a Valuation – The Complete Guide
- Basics of the 409a Valuation Report
- 409a valuations in Startups
- How to Read a 409A Valuation Report
- 409a valuation for LLC
- 409a Valuation For Employees
- 409a valuation for Crypto Companies
- How can Fintech Companies manage a 409a valuation?
- How can Saas Companies manage a 409a valuation?
- How can eCommerce Companies manage a 409a valuation?
- How can a Real Estate Business manage a 409A valuation?
- How can Pharma R&D Companies manage a 409a valuation?
- How can Cannabis Companies manage a 409a valuation?
- How can Education or EdTech Companies manage a 409a valuation?
- How can Healthcare Companies manage a 409a valuation?
- 409a valuation in Canada
- 409a valuation in United Kingdom
- 409A Valuation in Europe
- 409a valuation in Hong Kong
- 409a valuation in India
- 409a valuation in South Korea
- 409A Valuation in China
- 409a valuation – Guide for Founders
- 409a Valuation for Pre-Revenue Startups
- 409a valuations: understanding the process & managing risk
- What is the cost of a 409a valuation?
- Is 409a Valuation Required When Converting LLC to C Corp?
- Information & documents for 409a
- IRS Section 409A
- Employee stock options and 409a valuation
- 5 things you need to know about 409a valuation
- 409a Valuation Report – Sample & Example
- 409A Valuation for Different Funding Stages (Seed/Series A/B/C)
- Difference between Series A, B, C – Fundraising Guide
- Series A Funding – A Complete Guide
- Series B Funding – A Complete Guide
- Series C Funding – A Complete Guide
- Guide to Business Valuation in Hong Kong
- How to Find Fair Market Value or FMV
- Complete Guide to Cap Table
- Introduction to Cap Table
- What is a cap table?
- How to create a cap table
- Cap Table Template and Examples
- Cap Table Checklist – How to Manage your cap table?
- Cap Table for LLC
- Cap table for Early-stage Startups
- Cap table for Seed-funded Startups
- Cap table for Series Funded Startups
- Cap table for Unicorn Startups
- Pre-Investment Cap Table
- Restructuring a Cap Table
- Understanding a startup cap table
- Cap Table vs Stock ledger
- Important Cap Table mistakes to avoid
- What is Equity in Business?
- Types of Equity
- What is Equity Financing?
- What is Equity Management?
- What are Equity Investments?
- Equity Valuation – Everything you need to know
- Equity Share Capital
- Startup Employee Equity
- Equity Compensation in Startups
- Employee Equity Compensation – Guide
- Startup Employee Equity Pool or Option Pool
- Why Offer Equity Benefits for Employees?
- Splitting Startup Equity – Complete Guide
- Should Startup Employees Have Access to the Captable?
- Equity Incentive Plan for Startups – Basic Guide
- Equity Compensation vs Salary for Startup Employees
- Equity Awards – Everything You Need to Know
- Long Term Incentive Plan or LTIP
- Short Term Incentive Plan or STIP
- Equity Roll Forward – Everything you should know
- Cash Equity – Everything you need to know
- How does M&A affect company Equity?
- Legal requirements for equity compensation
- How To Find The Value Of Your Equity Offer
- Complete Guide to Compensation Management
- Waterfall Analysis and Cap Table: Determining Equity Distribution
- Private Equity – All you need to know
- Private Equity vs Venture Capital
- Beginners Guide to Private Equity Investment
- Private Equity Investment Management
- Taxation on Private Equity Funds
- The Volcker Rule and Venture Capital
- What You Need To Know About Fund Administration
- Simple Employee Equity Development or SEED by Eqvista
- SEED Plan for Finance and Insurance
- SEED Plan for IT and Tech Companies
- SEED Plan for Transportation and Warehousing
- SEED Plan for Retail Trade
- SEED Plan for Wholesale Trade
- SEED Plan for Manufacturing
- SEED Plan for Construction
- SEED Plan for Utilities
- SEED Plan for Agriculture, Foresty, Fishing and Hunting
- SEED Plan for Mining, Quarrying, and Oil and Gas Extraction
- Business Structure
- Introduction to Ownership Structure
- Business Structure – Guide
- Corporate Structure – All you need to know
- Fractional Ownership in Business – Everything you need to know
- Special purpose vehicles (SPV) or Special-purpose entity (SPE)
- Guide on Board of Directors
- Guide to Special Purpose Acquisition Company (SPAC)
- Startup Fundraising
- A complete guide to finding the right investor for your startup
- Founder’s guide to raising funds for your early-stage startup
- Role of venture debt in a startup growth
- How to determine stock prices for private companies?
- Term Sheet for Angel Investment
- VC Term Sheet (Venture Capital Term Sheet)
- Benefits of venture debt – Everything You Need to Know
- What is venture debt? How does it work?
- Bootstrapping your startup- A beginners guide
- Priced vs Unpriced Financing Rounds
- Seed Round Funding – All you need to know
- Pre-seed funding – Everything you need to know
- What is Seed Money and How to get it for a Startup?
- Term Sheet for Seed Round
- Phantom Stock – What exactly it is and How does it work
- Understanding Phantom Stock and Stock Appreciation Right (SAR)
- Phantom Stock or ESOP : Which is better
- Convertible Notes
- Convertible Bonds – Everything you need to know
- 5 Pros and Cons of convertible notes
- Convertible Note Template
- Convertible Note Term Sheet
- Stock Vesting
- Share Dilution: Complete Guide
- What are fully diluted shares?
- What is diluted earnings per share (EPS)?
- Anti-dilution protection for founders
- Stock Warrant vs Stock Option
- Stock Warrant – All you need to know
- Stock Warrant Agreement
- Stock Option Agreement
- Exercising Stock Warrants
- Exercising Stock Options
- Stock Option Taxation
- NSO or Non Qualified Stock Option Taxation
- ISO or Incentive Stock Option Taxation
- ISO vs NSO Taxation
- How do stock options work in a startup?
- 83(b) Election for Non Qualified Stock Options (NSO)
- Capital gain tax – A Complete Guide
- How to calculate capital gain tax on shares in the US?
- How to calculate capital gain tax on shares in the UK?
- How to calculate capital gain tax on shares in India?
- Waterfall Analysis – Everything you need to know
- Guide to Private Equity Waterfalls
- Importance of Waterfall Analysis for VC Investment
- How do Liquidation Waterfalls Work?
- Cap Table Case Studies
- Case study 1 – 2 founders, reserving shares for employees (ESO), convertible note and Pre-seed round investment
- Case study 2 – 3 founders, reserving shares for employees (ESO), convertible note, Pre-seed round investment and A round Investment (KISS/SAFE)(Angel/VC)
- Case study 3 – 3 founders, reserving shares for employees (ESO)
- ESOP or Employee Stock Ownership Plan
- Employee Stock Option Plan (ESOP) vs Employee Stock Purchase Plan (ESPP)
- Employee Stock Ownership Plan Vesting
- ESOP vs 401K Plan
- ESPP or Employee Stock Purchase Plan
- Exempt Transactions & Securities
- Valuation of Preferred Shares
- Valuation of Convertible Notes
- 409a Valuation vs Venture Capital (VC) Valuation
- Valuation Models Overview
- Post Money Investment vs 409A valuation
- RSA vs RSU: All You Need to Know
- Restricted Stock Awards (RSA)
- Restricted stock awards tax saving with 83(b) election
- Restricted Stock Units (RSU)
- Are RSUs or Stock Options Better for Startup Employees?
- SAFE Notes
- SAFE vs KISS Notes
- KISS Convertible Notes
- Tax Guides & Compliance
- Terminology
- Business Assets
- A Complete Guide to Capital Asset Pricing Model (CAPM)
- How to Calculate Tangible Assets
- Impairment of Assets – HKAS 36
- Ultimate Guide to Weighted Average Cost of Capital (WACC)
- How to value a software asset
- How do Liquidity Events work in private companies?
- Why and how to value digital assets?
- Virtual Data Room – Everything You Need To Know
- Setting Up a Virtual Data Room – Complete Guide
- Virtual Data Room Providers
- Data Room Due Diligence
- Physical vs Virtual Data Room for M&A Transactions
- Share-based payment – Reporting and everything you should know
- Documents
- What is a Board Resolution & when it is required?
- Tips for Taking Minutes for a Board Meeting
- Voting Rights of a Shareholder – Basic Guide
- What is a share certificate or stock certificate?
- Stock certificate template
- Do I need to issue a stock certificate for my company?
- Shareholders’ Agreement
- Founders Agreement
- Subscription Agreement
- Investment Agreement
- Share Transfer Form
- Term Sheet
- Shareholder Register
- Right of First Refusal and Co-Sale Agreement
- 4 Steps in Making a Convertible Note Agreement
- The Definitive Guide to M&A Deal Structure & Agreement
- Guide to Making a 50/50 Partnership Agreement
- Drafting a Profit-Sharing Agreement Effectively
- NVCA Term Sheet and Other VC Financing Model Documents
- Founder’s Guide to Equity Investment Agreement
- Shareholder Voting Agreement: What You Need To Know
- Form 8594 – Everything You Need to Know
- Startup Term Sheet Template
- How can digital signatures be helpful in business?
- 83(b) election – A Complete Guide for Companies
- Services
- Cap Table Management
- Financial Modeling
- Secondary Stock Transactions
- Migrating From Other Cap Table/Equity Management Platforms
- Start a Company in Delaware
- Business Valuation and Filing Services
- 409A Valuation Services
- Investment Valuation
- Software Valuation
- Startup Valuation Software
- ASC 718 – Stock-Based Compensation Reporting
- File 83(b) Election
- File Form 3921
- File Form 8594
- Round Modeling
- Waterfall Analysis
- Valuation for Companies Converting from LLC to Corporation (Inc.)
- Business Valuation Services in Hong Kong
- Partner program
- Referral program
- For Investors
- Incubators & Accelerators
- Best shareholder management software for your company
- Best equity management software for your company
- Best stock option management software for your company
- Best Cap Table Management Software for Startups
- Eqvista – CapTable roadmap
- Eqvista – Introduction Guide
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