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
- Eqvista Support
- 3 Methods of Company valuation
- Business Valuation: The Asset-Based Approach
- Business Valuation: The Income Approach
- Business Valuation: The Market Value Approach
- How to maximize business valuation
- Tips for Acquisitions & Business exit
- 409a Valuation – The Complete Guide
- Basics of the 409a Valuation Report
- 409a valuations in Startups
- 409a valuations: understanding the process & managing risk
- What is the cost of a 409a valuation?
- Information & documents for 409a
- IRS Section 409A
- Employee stock options and 409a valuation
- 5 things you need to know about 409a valuationA
- Complete Guide to Cap Table
- Introduction to Cap Table
- What is a cap table?
- How to create a cap table
- Cap Table Checklist – How to Manage your cap table?
- Pre-Investment Cap Table
- Restructuring a Cap Table
- Understanding a startup cap table
- Important Cap Table mistakes to avoid
- Business Structure
- Introduction to Ownership Structure
- Business Structure – Guide
- Corporate Structure – All you need to know
- 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
- Stock Vesting
- Share Dilution: Complete Guide
- Waterfall Analysis – Everything you need to know
- 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
- 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?
- Tax Guides & Compliance
- Terminology
- 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?
- Services
- Eqvista – CapTable roadmap
- Eqvista – Introduction Guide
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