websights

Resource Center

Preparing for your exit: Gearing up and getting out

Curious what cap table intelligence can do for you? Get the guidance you need along every step of your business journey with these management tools.

Get your free checklist

Chalk Talk Episode 3

Growing Your Team: How to Effectively Recruit and Retain Employees and Employ Internationally Human capital is key to your company’s growth and success. Learn from two experienced HR experts how to recruit top talent and how to expand your employees outside your home country. Topics include: What are companies doing right (and wrong) to attract … Continue reading Chalk Talk Episode 3

Watch Now
ebook

Begin with your entire equity journey in mind

Preparing for your exit: Gearing up and getting out The equity ownership journey can be challenging but rewarding—especially if you follow the wisdom of those who made the journey before you. Whether your goals are a public listing, an acquisition, or maintaining private ownership, having the right mile markers can provide your business with valuable … Continue reading Begin with your entire equity journey in mind

GET YOUR FREE EBOOK

From founding to funding: mapping 4 key trail markers 

As a private company, much of your financial journey revolves around investors and funding. This world can be difficult to navigate; just because you have a great idea and are an expert in your field doesn’t mean you are prepared for the ins and outs of securing funding. With the right tools, you can see … Continue reading From founding to funding: mapping 4 key trail markers 

Read More

Taking Your Employees to the Top

Managing employee stock programs can be a major challenge for early-stage companies. As a founder, you have a lot on your plate, and maintaining a stock program can take up more hours in the day than you are willing—or able—to sacrifice. But with the right platform, an employee equity program doesn’t need to be prohibitively … Continue reading Taking Your Employees to the Top

Read More

Is a Cap Table Confidential?

Often when people ask us about the confidentiality of a cap table they’re curious if there is a legal requirement to make their cap tables public. The answer to this question is no. In fact, most companies choose to keep their cap tables private and confidential.  Even so, there are several parties within a company … Continue reading Is a Cap Table Confidential?

Read More

Chalk Talk Episode 2

Guests:
Georgina Lai | Director of Equity Programs, Instacart
Jon W. Burg | Managing Partner, Infinite Equity

This practical webinar is ideal for startups to mid- and late-stage private companies who wish to learn state-of-the-art practices when designing and implementing employee equity compensation programs.

Watch Now

Don’t lose your grip: Avoid complexity and Excel cap table management

Using digital spreadsheets for your cap table adds layers of work to managing your financial data. One false keystroke can misrepresent real data, there can be multiple versions of the same spreadsheet on various devices, and it can be difficult to find the one source of truth that has correctly preserved your company’s equity information.  … Continue reading Don’t lose your grip: Avoid complexity and Excel cap table management

Read More

What Do Investors Look For in a Cap Table?

As an investor, you want to know what you’re getting yourself into. The best place to start is with the prospective company’s cap table.  A cap table is essentially a spreadsheet. The spreadsheet offers investors a quick glance into which shareholders own what, how much, and the best place for you to jump in. That … Continue reading What Do Investors Look For in a Cap Table?

Read More

Does an LLC Need a Cap Table?

Limited liability companies (LLCs) are unique business entities that protect owners’ personal assets in the event that the business faces legal issues. Having a solid cap table management software helps keep LLCs in good financial order, regardless of the size to which it grows. LLCs may begin with one or two employees and grow into … Continue reading Does an LLC Need a Cap Table?

Read More