Resource Center
How to Raise Capital for a Startup
Embarking on the business adventure is thrilling, yet one of the tallest hurdles you’ll conquer is raising the needed funds to turn your concept into reality. Whether your plan involves bringing a revolutionary product to the market or expanding your business scope, mastering how to raise money for a startup is essential for triumph. In…
What are Advisory Shares? Everything You Need to Know
What are Advisory Shares? Advisory shares are a form of equity compensation given to advisors as compensation for their professional guidance. Unlike standard shares, which could be given to founders or employees as part of their salary package, advisory shares are specifically set aside for individuals who bring knowledge, abilities, and connections to the company…
Equity Management During a Recession: How to Protect Your Cap Table
Economic downturns present unique challenges for startups, especially when it comes to managing equity. During a recession, funding sources may dry up, valuations can drop, and dilution risks increase. Protecting the cap table becomes essential for startups looking to maintain stability and safeguard their ownership structure. This guide provides practical strategies for startups to navigate…
Navigating International Equity Management: A Guide for Global Startups
Introduction As startups grow globally, managing equity across different countries becomes more complex. Navigating international regulations, tax implications, and varying employee equity structures requires a strategic approach. This guide will help global startups understand the fundamentals of international equity management, providing insights into tools and best practices that make cross-border equity handling more efficient and…
The Role of ESG in Equity Management: How Startups Can Align with Sustainable Practices
Introduction Investors today prioritize Environmental, Social, and Governance (ESG) factors, transforming equity management for companies of all sizes. For startups, aligning equity with ESG principles is an opportunity to attract sustainability-focused investors, retain socially conscious employees, and strengthen long-term growth. This guide will show you how to incorporate ESG into equity management, ensuring that a…
A Complete Guide to Carta: Features & Pricing
When it comes to equity management software, Carta has become a popular choice for businesses of all sizes. Many companies turn to Carta.com for its robust solutions, but like any software, it has its strengths and weaknesses. In this guide, we’ll explore what is Carta, its pricing, features, and more, to help you decide if…
Pro Forma Cap Table: Essential Guide for Startups
Startups thrive on innovative ideas, hard work, and overcoming various challenges. A critical aspect of a company’s growth is developing and managing its equity through a pro forma cap table. For newcomers in the business world, creating a cap table can be daunting without the proper knowledge. What is a Cap Table? A cap table,…
Understanding 409A Valuations: A Comprehensive Guide for Startups
Navigating the complexities of 409A valuations can seem daunting for startups. This detailed guide not only breaks down the essentials but also covers additional topics to help you fully understand the importance and requirements of conducting a 409A valuation.
Mastering Stock Options: A Comprehensive Guide to Equity Compensation
Unlocking the potential of stock options can be a game-changer in building wealth and securing financial stability. In this comprehensive guide, we delve into the intricacies of stock options, empowering you to navigate this complex terrain with confidence and clarity.
Cap Tables Simply Explained: Fundamentals, Guides & Examples
In the labyrinth of business finance jargon, the cap table stands out as both a critical and complex concept. Short for capitalization table, understanding this sheet of paper (or, more likely, digital file) is indispensable for anyone in the corporate game, from startup founders to seasoned investors. Its simplicity belies its importance; after all, it’s…
Best Equity Management Software in 2024
In the fast-paced financial landscape of 2024, the right equity management software is not just a convenience — it’s a strategic necessity. Whether you’re a financial manager, a startup founder, or a part of a seasoned investment firm, choosing the best equity management software can be a pivotal move for your organization’s growth and operational…
Best Cap Table Software Solutions of 2024
Table of Contents For every entrepreneur and startup enthusiast, the cap table is far more than a ledger; it’s the novel that tells the tale of a company’s equity story. In the fast-paced world of modern business, where ventures rise and fall like tides, meticulously managing this narrative is not just advised, it’s essential. Welcome…
How Are Modern Regulations Affecting Equity Management in 2024?
The regulatory landscape for equity management is experiencing rapid changes in 2024, and businesses must stay informed and compliant to avoid risks and maintain a competitive edge. This article delves into the evolving regulations that impact equity management, including ESG compliance, startup equity and cross-border fundraising in the EU, shifting priorities for SEC and EU…
Share Dilution: What Startup Founders Need to Know
In the world of startups, share dilution is a concept that founders cannot afford to overlook. It occurs when a company’s ownership percentage is reduced due to the issuance of new shares. While it’s a natural consequence of growth and fundraising, understanding its implications is crucial for founders to maintain control and protect their interests.…
Equity Management: Preparing for Regulatory Audits
Equity management is a critical component of financial compliance for firms in the financial industry. Audits of equity management practices are essential for ensuring adherence to regulations and maintaining the integrity of financial records. This article provides a comprehensive guide to preparing for equity management audits, including an overview of the regulatory landscape, common audit…
Leveraging Equity for Mergers and Acquisitions
Mergers and acquisitions (M&A) are complex transactions that can significantly impact the companies involved. One of the critical factors to consider in any M&A transaction is the use of equity. Equity can be used to finance the acquisition, to provide incentives to the target company’s management and employees, and to create a new ownership structure…
Regulatory Challenges in Cross-Border Startup Fundraising
With the rise of the global economy, startups are increasingly looking beyond their home countries to raise capital. Entrepreneurs must know this presents several regulatory challenges to ensure a successful fundraising process. In this article, we will discuss the different regulatory frameworks that startups need to navigate, the challenges of cross-border compliance, recent developments in…
Cap Table Structuring for Growth-Stage Startups
In the world of startups, capital is essential for growth. However, securing funding can be complex, especially when structuring the company’s cap table. A well-structured cap table not only attracts investors but also ensures fair allocation of ownership and mitigates potential conflicts. This blog post will delve into the intricacies of cap table structuring for…
Common Cap Table Scenarios
When starting a business, it’s important to understand the different ways to structure your company’s ownership and financing. One of the key tools used to do this is a capitalization table (cap table). A cap table outlines who owns what percentage of your company, as well as the terms and conditions of their ownership. In…
Cap Table Analytics: Gaining Strategic Insights
In the fast-paced world of startups and growth-stage companies, making informed decisions is crucial for success. Cap table analytics provides the insights needed to navigate the complex financial landscape. This blog post delves into the significance of cap table analytics, exploring its various aspects and demonstrating how it can be leveraged to drive strategic growth…
Advanced Strategies in Startup Fundraising
In the competitive world of startups, securing funding is crucial for growth and success. Beyond traditional funding methods, startups can explore advanced strategies to attract investors and secure the capital they need. This blog post delves into various advanced fundraising strategies, including building a compelling pitch deck, leveraging crowdfunding platforms, networking with angel investors, securing…
Advanced Equity Valuation Techniques for Startups
In business valuation, startups present a unique set of challenges. Unlike mature businesses with a track record of financial performance, startups are often characterized by high growth potential, limited financial data, and uncertain futures. Traditional valuation methods may not adequately capture the value of these emerging ventures. This blog post delves into advanced equity valuation…
Will a Company Need More Than One 409A In a Year?
Many companies increasingly turn to 409A valuations to value their stock accurately and ensure compliance with the Internal Revenue Code. This raises questions about the timing of these valuations and the potential benefits and drawbacks of having multiple valuations in a single year. However, the reality is that you will never need more than one…
What Is a Single vs. a Double Acceleration Trigger?
Trigger acceleration is essential to employment agreements, providing executives with accelerated vesting of their equity compensation upon certain events. It can come in single or double-trigger acceleration, offering different benefits and drawbacks. This article will explore the differences between single and double-trigger acceleration, outline each type’s advantages and disadvantages, and recommend the best type for…
Steps To Take to Get Your Cap Table Ready for Fundraising Due Diligence.
Raising capital for your business is an exciting milestone in any startup’s development. However, before you can make the final pitch to potential investors, you must prepare and organize all of the relevant information they’ll need. The cap table is vital to this preparation; getting it ready for due diligence requires a few steps. This…
How Should Startups Select Their Cap Table Solution?
Starting a business is an exciting yet daunting process, and one of the critical decisions you have to make is which cap table solution will be best for your startup. A cap table solution is critical to tracking investments in a company and managing equity, so you must take the time to find the right…
What Is a Special Purpose Vehicle (SPV)?
Regarding corporate finance transactions, special purpose vehicles (SPVs) are becoming increasingly popular to manage risk and minimize liability for a parent company. An SPV is a separate legal entity that can be used in various ways to facilitate different financing or other business activities. In this article, we will explore what an SPV is, provide…
What Is SAFT And Fundraising for Web3?
The world of web3 projects is ever-evolving, and how these projects are funded must evolve with it. In recent years, a new fundraising mechanism has emerged to support web3 development – the Simple Agreement for Future Tokens, otherwise known as SAFT. This article will explore the concept of SAFT and how it can be used…
What’s the Difference Between Pre-Money And Post-Money SAFE?
A Simple Agreement for Future Equity (SAFE) is a contract between a startup and an investor that allows the investor to receive equity in the company at some point in the future. When it comes to understanding the differences between pre-money and post-money SAFEs, it’s essential to consider the pros and cons of each type…
What’s The Difference Between Stock Options and Stock Warrants?
When it comes to investing, there are a variety of options available for those looking to make their money work for them. One of the more popular methods is utilizing stock options or stock warrants, but what’s the difference between the two? In this article, we’ll explore the ins and outs of each option and…
What Are Milestone-Based Options Vesting Schedules?
Options vesting is an essential tool for companies to retain and incentivize employees. For businesses that want to reward their employees in a way that is tailored to their successes, milestone-based options vesting schedules provide an effective and flexible solution. This article will explore the various benefits of this type of schedule, how it can…
Why Should LLCs Use a Cap Table Solution Built for Profit Interest Units (PIUs)?
Profit Interest Units (PIUs) have become an increasingly popular way for LLCs to manage their finances and track their investments. However, when working with these PIUs, knowing which approach is best can be challenging. For some companies, using a DIY tool may be the right choice. But for others, a cap table solution built specifically…
What Is the ISO $100k limit?
Incentive stock options (ISOs) are a great way to give your employees a stake in your company’s success. However, the IRS sets an essential limit for ISOs: the $100K limit. This article will explain the tax benefits of ISOs, how to maximize their benefits, and common pitfalls to avoid. We will also discuss why it’s…
Why Having Your HRIS and Cap Table Systems Integrated Is Key for Accurate Bookkeeping?
For businesses of all sizes, having an integrated Human Resources Information System (HRIS) and cap table system is essential for ensuring accurate record-keeping and streamlined workflows. By bringing these two systems together, businesses can enjoy improved data security, cost savings, payroll and equity information transparency, fewer errors, and greater compliance with relevant regulations and laws.…
Overview of Business Valuation Standards
The value of a business can be determined in many ways, each with its own set of standards and expectations. However, understanding and adhering to the right business valuation standards is essential for making well-informed decisions about a company’s worth. In this article, we’ll explore the importance of business valuation standards, discuss the International Valuation…
What Do You Need to Know About Startup Fundraising?
Every entrepreneur knows that having the right resources and capital is essential for turning a business idea into a successful reality. Startup fundraising is the process of securing funds to launch and grow a venture, and it can be both daunting and rewarding. This article will discuss the different types of funding sources available to…
What is Series C Funding?
Are you looking to take your business to the next level? One of the most common ways to do this is through Series C Funding. This type of equity financing typically follows an initial public offering and can provide a great opportunity for businesses that are ready for growth. In this article, we’ll explore Series…
What Are Secondary Markets and Secondary Market Transactions
The secondary markets have become increasingly important, providing investors and companies with new opportunities to buy and sell assets. From stocks and bonds to derivatives and commodities, the secondary market offers a platform for traders to transact in real-time while taking advantage of price fluctuations. This article will explore the types of transactions that occur…
What Is the QSBS Tax Benefit?
The qualified small business stock (QSBS) tax benefit can be an attractive option for those looking to invest in small businesses. This federal tax incentive allows individuals who support in QSBS to exclude up to 100% of their gain from taxation when it is held for more than five years. Investing through QSBS can be…
The Big Guide to Pitching Investors
Raising capital is an essential part of building any successful startup. In order to make the journey from idea to product, having access to sufficient funds is critical. But with the current competitive market for investments, it can be daunting for entrepreneurs and startups to secure the funding they need. This guide aims to give…
What is an Option Pool?
When a company is looking to attract and retain top talent, one of the tools that can be used is an option pool. An option pool is a type of compensation offering employees options in stocks or other equity-like instruments. This practice has grown increasingly popular, as it can reward both the employer and employee…
Can I Exercise Stock Options Early (and Should I)?
Exercising stock options early can be a great way to maximize your return on investment, but it isn’t always the right decision. In this article, we will discuss the potential benefits and risks of exercising stock options early and guide alternative strategies when early exercise is unavailable. You will better understand the tax implications and…
How Does Cliff Vesting Work?
Cliff vesting has become an increasingly popular way of providing employee benefits to those willing to commit to a company for a set amount of time. This type of vesting can be used for retirement plans, stock options, and other types of benefits that require employees to remain with the company for a specific period…
What Are Capital Gains and How Should You Navigate Them?
Capital gains are essential to investing, and understanding how to use them to your advantage is key to successful financial planning. In this article, we’ll discuss capital gains, how to calculate them, strategies to reduce liability, and how capital gains can be used in retirement planning and real estate investments. We will also look at…
Issuing Advisory Shares: Strategic Equity for Your Business
Are you considering offering advisory shares as part of your company’s equity structure? Advisory shares are a unique type of equity that allows businesses to grant a form of non-voting stock to advisors or consultants, providing them with the incentive of equity ownership without giving away control. This guide will explore the nature of advisory…
Top 5 Mistakes to Avoid When Issuing Stock Options
When rewarding key personnel, stock options have become increasingly popular. Not only are stock options a great way to incentivize and retain employees, but they can also give the company additional capital resources should they decide to exercise the option. However, companies make some common mistakes when issuing stock options. In this article, we’ll discuss…
Responding to the Great Resignation: How an Employee Stock Program Can Alleviate Your Problem
Employee retention is an increasingly important part of any business’s success. Businesses can incentivize and retain their employees by implementing an Employee Stock Program (ESP). ESPs provide employees with a stake in the company they are working for, motivating them to work hard and remain loyal to the company. However, creating a successful ESP is…
What Is an Employee Stock Plan and How Do I Onboard Employees?
Employee stock plans are a great way for organizations to reward and retain top talent while giving employees a sense of ownership. These plans provide many benefits, such as helping attract new hires, motivating current employees, and offering potential tax savings. But before offering an employee stock plan, you need to understand all the legal…
5 Must-Haves in Cap Table Management Software
Raising capital for a company can be an tough task. Once the money is raised, managing the cap table can become complex and time-consuming. This is where cap table management software comes in: it simplifies tracking investments, shareholders, and their respective rights. This blog post will provide an overview of what to look for when…
What is a 409A and When Do You Need One?
When running a business, understanding the rules and regulations of taxes is essential. Internal Revenue Code Section 409A (IRC 409A) is integral to this knowledge base, as it governs non-qualified deferred compensation. In this blog post, we’ll discuss what a 409A is, how to define non-qualified deferred compensation, the regulations outlined in IRC 409A, determining…
How Can I Educate My Employees About Their Equity Benefits?
Are you looking to provide equity benefits but unsure how to educate your employees best? Equity benefits are essential to any employee compensation package, but many employers struggle with understanding the legal and regulatory requirements associated with offering them. This article will explore the different types of equity benefits, the importance of setting up an…
What Is Series B Funding?
Venture capital investing is an essential source of financing for startups and small businesses. Series B funding is the next step after a successful Series A round and can provide the capital needed to take a business to the next level. In this article, we will explore all aspects of Series B funding, including critical…
How to Plan For Your Exit
If you are a business owner, there comes a time when you will need to consider an exit strategy. Planning for an exit is not as simple as deciding to close shop and walk away; it requires careful consideration of your goals and financial position, understanding the risks and rewards associated with each option, and…
What’s the Difference Between Employee Stock Option Plans and Management Buyouts?
When it comes to corporate restructuring, companies have two popular options: Employee Stock Option Plans (ESOPs) and Management Buyouts (MBOs). While these two methods are commonly used, their differences can be challenging to understand. This article will explore the similarities and differences between ESOPs and MBOs, weighing their advantages and disadvantages for organizations or individuals.…
How to Manage Equity When Hiring International Employees
Hiring international employees is a great way to bring new perspectives and skill sets to your team, but it also comes with unique legal and financial considerations. From understanding labor laws and visa requirements to evaluating compensation packages and equity programs, managing international employees requires careful planning. This article will provide readers with the information…
How to Fix a Broken Cap Table
Having a well-maintained and accurate cap table is essential for any business. A cap table is a record of the ownership of a company and its associated equity, including all the related details. Without an updated cap table, getting an accurate picture of the company’s finances can be difficult. This article provides a comprehensive guide…
What Is an LLC and How is it Different from other Corporations?
Are you considering forming a business and wondering if an LLC is the right choice? Understanding the ins and outs of LLCs will help you decide if they are the best fit for your business. This article explores the basics of LLCs, including their distinguishing features, advantages, and disadvantages. We’ll also provide resources to help…
What Happens to Company Stock in the Event of an Acquisition?
Mergers and acquisitions are a common occurrence in the world of business. Still, it can be challenging for those unfamiliar with the process to understand what happens to company stock during such an event. This article explains the definition of an acquisition, its implications for shareholders, and potential effects on stock prices. It advises investors…
What Is IRS Form 1099-B?
Are you a business owner or investor recently selling stocks, bonds, and other securities? If so, you may be required to file IRS Form 1099-B. This form reports proceeds from barter exchanges and stocks, bonds, and other securities sales. In this blog post, we’ll explore the purpose of this form, who must file it, what…
What Are Incentive Stock Options vs. Non-Qualified Stock Options?
Employee compensation is a critical factor in any company’s success, and one of the most popular forms of compensation today are stock options. Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) are two types of stock options that offer employees the chance to purchase company stock at a discounted price. Knowing the differences between…
What Is a Safe Note vs. a Convertible Note?
Raising capital is an essential part of the startup world. While traditional equity investments are often used, two other popular instruments that have become increasingly common are safe and convertible notes. These two forms of investment offer companies and investors different advantages and disadvantages, so it is vital to understand their differences before deciding. In…
Top Ten Mistakes You Might Make When Managing Your Equity
Cap table management is an integral part of running a successful business. It records and tracks all the equity ownership information for your company, such as who owns shares, how many shares are owned, and how those shares are allocated. It can be difficult to accurately track ownership changes or properly manage stock options and…
Equity and Cap Table Management Glossary of Terms
Equity management and investing are complicated topics, and many of our clients run into terminology that’s new to them and their operations. This is our ever-growing glossary of terms related to cap table and equity management, touching on key Astrella offerings and services. Consult with an Expert Today Cap Table: A cap table, short for…
Equity and Cap Table Management FAQs
Welcome to our comprehensive FAQ page on equity management, cap table management, and company funding. Whether you’re a startup founder, an employee seeking to understand stock options, or an investor navigating funding rounds, this resource is designed to provide clear and concise answers to the most common questions in this dynamic and vital industry. From…
What is Stock Dilution?
Stock dilution is an essential part of equity investing that can benefit businesses. It is increasing the number of shares in a company, either through issuing new shares or by converting assets into stock. While this practice can be useful for raising capital, giving employees equity-based compensation, and increasing voting control, it also has potential…
7 Types of Investors and How to Find the Right One for Your Startup: A Guide
As an entrepreneur, you want to ensure your startup reaches its full potential for success. Investing in a new venture is a significant undertaking, and finding the right investor who can help take your business to the next level is essential. In this article, we’ll discuss the different stages of investment and how to research…
Convertible Notes: Everything You Need To Know
Navigating the intricacies of startup funding involves understanding a range of financial tools, and one that stands out for its adaptability and significance is the convertible note. In its technical sense, a convertible note is a debt instrument that startups use to raise capital. It’s essentially a loan that can be converted into equity (ownership…
What Are Distribution Waterfalls?
Distribution waterfalls play an important role in determining how investment returns are distributed among stakeholders. As private investments become increasingly popular, especially in alternative asset classes like private equity, venture capital, and real estate, understanding distribution waterfalls is essential for investors and fund managers alike. In this article, we’ll delve into the concept of distribution…
What is ASC 718 and are private companies required to it?
I’d define what is it here and it is not required for a private company. BUT, if you have equity and are growing, it’s a good idea and a good practice to start. Are you looking for guidance on accounting for stock compensation transactions? ASC 718, also known as the Accounting Standards Codification (ASC) Subtopic…
Stock Options 101: A Primer from early stage to late-stage private companies
Stock options are a powerful tool for startups to access capital, attract, retain talent, and manage equity. With the right strategy, stock options can drive significant growth and success for startup businesses. In this article, we will explore the basics of stock options in startups, their different types and legal implications, the benefits they offer,…
The Common Perils of Excel
Introduction The cap table is an essential tool for any company, providing an overview of a business’s equity ownership and financial structure. A cap table contains critical information such as investor contributions, option pools, and dilution. Companies must have an accurate and up-to-date cap table to make informed decisions about their business. Unfortunately, many companies…
Why Should Startups File an 83(b) Election?
When you launch a startup, there are a lot of decisions that need to be made. One of the most critical decisions that founders must make is how to manage their stock grants. The 83(b) Election is an essential tool available to startups and founders that can help them avoid certain taxes associated with their…
Why Is Cap Table Management Important for Planning an Exit?
If you are planning an exit from your business, you know how important it is to have everything in order. Whether selling your business, taking it public, or executing a merger, proper cap table management can make a massive difference in the transaction’s success. Cap table management involves tracking and managing all of the ownership…
Converting an LLC to a C Corp
Are you considering converting your LLC to a C Corporation? Before taking the leap, it’s essential to understand all of the implications and weigh your options. This article explores the process of converting from an LLC to a C Corporation, including the advantages and disadvantages, the impact on ownership rights, the tax implications, the costs…
Avoid These 6 Critical Cap Table Management Mistakes
Are you a startup looking to manage your cap table effectively? Ensuring that your equity ownership structure is accurate, organized, and secure is essential for the success of your business. Unfortunately, many startups make costly mistakes when managing their cap tables – but these mistakes can be avoided with the correct information and tools. In…
Common v. Preferred Stock
When investing in stocks, there are two primary types of inventories to consider: common and preferred. While both can be used as an investment, they have distinct advantages and disadvantages that must be considered before making a decision. This article will explore the differences between standard and preferred stock, outlining their benefits and drawbacks for…
Cap Tables 101 for Founders: The Essential Guide for Startup Equity Management
When founding a company, it’s essential to accurately record and track equity distribution. Most founders do this using a cap table, which can range from a basic Excel spreadsheet to an equity distribution software program. Whatever tool they use for the job, founders need to understand the intricacies of their cap table to ensure their…
What Is an Employee Stock Purchase Plan (ESPP)? Top 5 Benefits of Joining
Employee Stock Purchase Plans (ESPPs) are a benefit companies offer their employees. ESPPs present a unique opportunity to buy company stock at a discounted rate, with the possibility of tax advantages. By participating in these plans, employees become investors in their employer’s success, making ESPPs a valuable inclusion in compensation packages. This article will break…
What is Rule 701 and Why Is It Important for Startups?
As a startup, your team’s talent and knowledge are often irreplaceable. Anything you can do to hire and keep the right people can be key to helping your company thrive. Equity can be a great way for startups to retain valuable staff, advisors, and consultants. But if your business has limited funds, you may not…
Everything You Need to Know About Burn Rate for Startups
Spending money is an essential part of growing a business. But to make sure it doesn’t get out of hand; you must track your burn rate — and figure out how to maintain a balance that enables expansion and longevity. Your burn rate is an important financial metric measuring how quickly your company uses up…
Priced Rounds: A Guide for Startups
If you’re a startup navigating the world of fundraising, you might find yourself faced with a choice — priced rounds or unpriced rounds. Each fundraising approach has unique benefits that can help shape your company’s financial future and relationship with investors, so it’s important to understand the distinction between them. This article will explore the…
A Startup Guide to Equity Management
Equity investments provide essential capital for growth and expansion, attract top talent through stock-based compensation, and position your business for potential future funding rounds or lucrative exit opportunities. They also come with great responsibility to manage and track that equity accurately. If you’re new to equity management, this article will provide you with the basics:…
Stock Options vs. RSUs: What’s the Difference?
Regarding employee rewards and incentives, stock options and RSUs are two of the most popular choices for employers. But what are the key differences between them? This article will provide an in-depth comparison of stock options and RSUs, exploring their tax implications, vesting schedules, and when to exercise stock options. We’ll also summarize the main…
Top 5 Reasons Startups Should Pursue Series A Funding
Launching a startup is an exciting endeavor that requires a lot of money to ensure early success. Series A funding is a type of venture capital investment that can help startups overcome initial hurdles when it comes to capital. This article will review what Series A funding is, who the investors are, how to get…
What is a 409A Valuation?
A 409A valuation is an important process private companies use to make sure that their equity compensation events are fair and compliant with IRS regulations. It involves determining a company’s common stock’s fair market value (FMV), which can be used in various aspects of a business’s financial planning. This article will provide an overview of…
A Guide to Private Equity
A capitalization table, or cap table, is necessary for any startup or business as it helps to organize and display the company’s equity ownership. It also helps track things like convertible securities, stock options, and stock compensation grants. Ensuring your cap table is well-maintained, organized, and clearly defined will accurately represent the company’s current market…
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…
What is a Fully Diluted Cap Table?
A cap table is an abbreviation for a capitalization table. A capitalization table in many cases is private information to a company that shows its ownership shares, investment, and market value. The spreadsheet breaks down the company’s equity ownership capital information which includes: Common equity shares Preferred equity shares Warrants Convertible equity A cap table…
How To Remove An Investor From A Cap Table
Whether there’s a disagreement over the direction of the company or a desire to consolidate company ownership, there could be a number of reasons you would need to remove an investor from a cap table. Removing an investor from a capitalization table can be a complex, sensitive process, involving negotiations with the investor, potential buy-back…
Angel Investor vs. Venture Capital: Which One Is Right For You?
When it comes to investing in a company, there are various types of equity investors, and understanding what each means is better for your business. It not only helps you determine which type of investor you want to pursue but also how to best pitch your business model in order to gain their interest. In…
Top 5 Cap Table Management Tips For Business Owners
A capitalization table, or cap table, is essential for businesses, showing equity ownership capitalization and information that is necessary for financial decision-making. Given the information included, cap tables require excellent management to ensure it’s all an accurate portrayal of your company’s overall capital structure for growth and potential future investors. At Astrella, we’ve made it…
AST Private Company Solutions Seals Alliance & Integration with Rialto Markets
Menlo Park, CA and New York, NY—February 09, 2023— AST Private Company Solutions, Inc. (AST PCS) and Rialto Markets LLC announce a new strategic alliance to provide primary market issuance capabilities and to facilitate a marketplace for investors to monetize their investments integrating Rialto Markets’ Alternative Trading System with AST PCS’s Astrella® platform. Astrella was developed…
What is Cap Table Restructuring?
A capitalization table, or cap table for short, is excellent for businesses to track investors and equity ownership, employee stock option plans, displaying the percentage of ownership of various shareholders, and more. While cap tables are extremely useful for businesses, they can also become overly complicated, especially for larger organizations. A cap table that is…
How Cap Table Planning Can Benefit Your Startup
If you have recently launched a company or are in the early stages of developing one, you have probably heard of a cap table, or capitalization table, and wondered whether it is necessary for your startup. Startups commonly use cap tables to display their total ownership capitalization or equity capitalization. The intricacy of a startup’s…
Are you still using Excel spreadsheets to manage your cap table or employee equity?
Don’t worry; you’re not alone. But as modern business ownership becomes more complex, business owners are turning to more intelligent cloud solutions to ensure accuracy and accountability for their approach to equity management. We recently surveyed 151 private business owners to discover their approach to equity management. We learned a lot from our survey, including:…
5 Ways to Professionally Manage Your Financial Assets
Your business is growing—that’s great news! It also means it’s time to triple-check that you’re protecting your assets and managing your finances in a scalable way. Here’s how. By Deanna Ritchie This story originally appeared on Due Your business is growing—that’s great news! It also means it’s time to triple-check that you’re protecting your assets and managing…
Why Do Companies Need a Cap Table?
Businesses are mushrooming daily, and some do not possess the professional intelligence required to maintain them. Cap tables are essential to any company, whether big or small. Companies go through various transitions that are key to their development. Maintaining well-organized documents such as a cap table is necessary for the overall function and easy understanding…
The Sphere of Influence
Identifying and utilizing cap table and business decision-making resources.
Expert to Exit
Building Your Inner Circle You’ve built an amazing company, and now it’s time to get to work helping it grow. In addition to optimizing processes and creating new marketing plans, this is a good point at which to consider your inner circle and how they impact the success of your business. This may contain anyone…
RSA vs RSU: A Comprehensive Comparison
When it comes to employee equity compensation, there are two main types of options that companies can consider: restricted stock awards (RSA) and restricted stock units (RSU). Both have benefits and drawbacks that should be considered when making a decision. We have compiled an informative comparison of both stock options, as well as the best…
Profit Interest Units: What Every Business Owner Should Know
If you own a small business and need to make profits, you may resort to cutting down employee compensation. But you’ll need an alternative means to boost employee satisfaction, and profit interest units can provide a better solution. Profit interest is a form of equity compensation awarded to individuals for their services in an organization…
What is a Stock Option Grant Agreement?
A stock option is the most prevalent form of equity compensation for startups. Executive remuneration used to include cash in the form of salary increases and bonuses. However, thanks to stock option plans, employees can now benefit from the company’s success without costing them any of their hard-earned cash. Employees must sign the Stock Option…
Up Your Investment Game as a Qualified Purchaser
The 1929 Wall Street stock market crash led to the Great Depression, which lasted for ten years in the United States. Many investors and banks went bankrupt due to the rapid and severe aftermath of the crash. In response to the impact, the federal government adopted several policies, including the Securities Act of 1933 and…
LLC vs. C-Corp: Biggest Differences and Which to Choose
Most entrepreneurs looking to start a cap table operate their businesses as a Limited Liability Company (LLC) or a Corporation. However, according to Internal Revenue Service statistics, LLC filings, compared to C-Corp, are growing at a much higher rate of approximately 4.2% annually. Therefore, it is crucial to understand how LLC and C-Corp are distinct…
Excel vs. Astrella
You’re a successful CEO. Sales are up. The talent pool is deep. The sky’s the limit. Why waste your time managing your cap table in Excel? For modern equity management, it’s time to ditch Excel for a modern, cloud-based solution—Astrella.
Venture Capital vs. Private Equity: What’s The Difference
When looking for outside financial backing for your business, venture capital and private equity would be your two choices that seem similar yet have significant differences. Their similar concept, which may make you consider them as one, refers to a firm that invests in private companies in exchange for ownership. Both are financial backings a…
AST Private Company Solutions announces new team members supporting law firm and private equity firms
Menlo Park, CA—July 7, 2022 — AST Private Company Solutions, Inc (AST PCS), an Equiniti Company and the provider of the award winning Astrella® platform is pleased to announce the addition of two new members on its senior team. With the continued growth geographically, AST PCS has now brought on two experienced professionals to lead…
The Women’s Venture Capital Summit
Carine Schneider was invited to speak at the Women’s Venture Capital Summit. It was a dynamic, two-day conference designed to forge valuable relationships between senior-level women in venture capital.
Luxury Travel Hackers Ditches Excel to Adopt Astrella Full-Service Equity Management Platform
When Gary Kohn founded Luxury Travel Hackers in 2019, he certainly did not predict having his initial business plans thwarted by a global pandemic. While many travel and tourism businesses were going under due to travel restrictions, Kohn was lying in wait. He knew that travel would come back with a vengeance, so he used…
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.
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…
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…
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…
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…
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. …
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…
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…
An Innovator | Carine M. Schneider
Carine M. Schneider still remembers the first conversation when she decided to build Astrella. “When they say “we drew it on a cocktail napkin,” I really did do that. I had a vision on how we could build an ownership tracking system while integrating services and solutions from other providers in our ecosystem,” she elucidates.…
Nasdaq Private Market and Astrella® Announce Strategic Collaboration
MENLO PARK, Calif. & NEW YORK–(BUSINESS WIRE)–AST Private Company Solutions, Inc. (AST PCS), an Equiniti company, is announcing that it has collaborated with Nasdaq Private Market (NPM), a leading marketplace for trading private company stock, to enable private companies to seamlessly manage company-sponsored liquidity events and cap table administration. “By building a link between Astrella…
Disaster Tech Gets White-Glove Cap Table Support
“We needed an expert to help manage our ownership data” White-glove cap table management Disaster Tech optimizes employee ownership with the Astrella platform Introduction Starting a business is hard. In addition to building a solution and bringing it to market, founders and CEOs need to wear many hats and be experts in legal, tax, HR,…
Scouting the Terrain: Mapping Your Climb with Cap Table Intelligence
Starting a company is an exciting and often intimidating adventure. Making the climb from the company’s founding to a public offering or exit strategy can seem impossible. In fact, about 40% of businesses who say they are about to go public later realize that they are missing crucial data and are unable to reach an…
5 Habits To Ensure A Clean Cap Table
When managing your capitalization table or, cap table, maintaining the precision and validity of its information should be top of mind. Whether your business is looking to increase investor acquisition, prepare your cap table for the next financing round, or predict capital gains with scenario testing, a “dirty” cap table will hold you back. But…
How to Create a Cap Table: A Basic Overview
As a start-up company, you’ll want to consider creating a cap table to manage your financial assets. However, tracking ownership, shares and various funding sources can become overwhelming quickly. Creating a capitalization table that offers the quick setup, security, and automation you need is the best way to ensure your business’s shareholders and employee stock…
3 Challenges in Growing the Private Market—and the Opportunities They Create
The private market is often considered an exclusive club. While it may tout accessibility for everyone, only those with substantial personal wealth or connections can reliably find their way in through a secret door. In fact, there are many qualified “accredited investors” who don’t realize they can participate in this asset class, because they do…
Simetria and AST Private Company Solutions Sign Strategic Alliance
January 11, 2022 01:00 AM Eastern Standard Time MENLO PARK, Calif.–(BUSINESS WIRE)–AST Private Company Solutions (AST PCS) is announcing the company’s latest strategic alliance with Simetria Trading Solutions Ltd™ (Simetria), an Israeli-based leading provider of liquidity for private tech companies powered by digital assistance technology. AST PCS’s Astrella® capitalization (cap) table and ownership data management…
FORBES – 3 Ways Investing Is Being Democratized
Only a few generations ago, investing tended to remain the purview of the wealthy. No longer. Today, your neighborhood plumber might have a more impressive portfolio than your company’s CEO. And it’s all happened thanks to systematic democratization in the publicly traded capital markets This isn’t to suggest that everyone can or should invest, of…
Start Your Business Strong: A Get-Real Guide to Establishing Your Company!
Sobering statistics are often tossed around about the single-digit percent of startups that make it, with relatively few companies receiving venture capital funding. But there are steps you can take from the start to significantly increase your chances of success. Decisions you make now will determine how sustainably you grow, the quality of investors and…
CAPtivate21 at The Pearl in San Francisco
Astrella hosted a few hundred alliances and leaders from the Private Market ecosystem for #CAPtivate21 at The Pearl in San Francisco. The event included a panel discussion and was also used to launch the new book from President of AST Private Company Solutjons, Carine Schneider “The Democratization of the Private Market.” “The CAPtivate was excellent…
The SEC Thinks the Lack of Transparency in Private Markets Is a Risk to Investors. The Commission Wants That to Change.
Industry experts talk about what’s next for private companies now that transparency is on the top of the regulator’s mind. November 08, 2021 Andrew Harrer/Bloomberg Founders, many of whom want to avoid the scrutiny of public markets, are choosing to stay private for longer than ever. Yet with a record amount of cash locked up…
AST PCS President Carine Schneider Announces Publication Of New Book That Promotes Private Market Access To Qualified Investors
Carine Schneider, an esteemed leader within the start-up community, will release “The Democratization of The Private Market” on November 8th MENLO PARK, Calif., Nov. 2, 2021 – Carine M. Schneider, FGE, President of AST Private Company Solutions, Inc. in Menlo Park, California, today announces November 8th as the publication date for her book “The Democratization of The Private Market.” The book provides expert…
Equity inequity: What is it, and why does it matter for your business?
Employee compensation can be a complicated and multi-faceted puzzle. Even if a business has found a balance between profitability and employee satisfaction in salaries, they may have no idea how to approach stock awards. How many shares should a company grant its employees and how often? There are plenty of guides that break down the…
3 must-haves in stock plan management software
Before the dot-com boom of the late 90s, employees used to write checks to their employer when they decided to exercise their stock options. In return, the company would deposit the check and issue a paper stock certificate to the employee. Now that banking and financial management have mostly moved online, stock ownership is managed…
Astrella® and Forge Global Announce Strategic Collaboration
MENLO PARK, Calif. & SAN FRANCISCO–(BUSINESS WIRE)–AST Private Company Solutions, Inc. (AST PCS) is announcing it has collaborated with Forge Global, a leading global private securities marketplace, to provide private companies with an integrated solution to manage company sponsored liquidity events and cap table administration. With this integration, companies that use Astrella to manage their stock…
Women Leading The Finance Industry: Carine Schneider of AST Private Company Solutions On The 5 Things You Should Do To Increase Your Financial Literacy
“I also believe parents need to talk to their children about money and I think they need to be part of their child’s education. If parents are uncomfortable, find a family friend or relative who is willing to sit down with your children to explain how all this works.” As a part of our series…
Female Disruptors: Carine Schneider of AST Private Company Solutions On The Three Things You Need To Shake Up Your Industry
Astrella President Carine Schneider, FGE is known for shaking things up (in all the best ways!) She recently sat down with Authority Magazine as part of their new series focused on Female Disruptors. “Currently, I am focused on finding ways to expand the private market for investors. My focus over the next few years will be to support founders…
GEO’s 22nd Annual Conference
14 September-07 October #ComeTogether Register for GEO’s 22nd Annual Conference, where you are one step closer to joining like-minded individuals for four weeks of compelling discussions and networking. Hear from industry leaders, including Carine Schneider, FGE, Astrella, on the challenges and solutions in today’s competitive market. GEO’s Annual Conferences are specifically designed with a focus…
RedCrow to Offer Astrella® Cap Table Solution to Portfolio Companies
Menlo Park, CA—August 12, 2021— AST Private Company Solutions, Inc. (AST PCS) and RedCrow Inc. announce a new offering providing RedCrow private company clients access to the Astrella cap table management system. RedCrow, a crowdsourced direct investment platform for healthcare innovation companies, partners with organizations such as the American Medical Association Physician Innovation Network (PIN)…
ESOP ezee™ and Astrella® Sign an Agreement to Support the Indian Startup Community
Puna, India and Menlo Park, CA, USA —July 22, 2021— ESOP Direct, owner of ESOP ezee, and AST Private Company Solutions, Inc. (AST PCS) have signed an agreement to provide private company clients in India with the integrated cap table and modeling solutions needed by fast-growing non-listed companies. ESOP Direct, India’s leading end-to-end service provider…
Astrella® Joins forces with Insperity to offer HR services to Customers
Menlo Park, CA—July 20, 2021— AST Private Company Solutions, Inc. (AST PCS) announced a strategic partnership with Insperity, trusted human resources and business solution provider. Clients of Astrella® capitalization (cap) table and ownership data management platform will have access an array of HR solutions for their employees including Traditional Payroll and Human Capital Management, Time…
Astrella® and Infinite Equity agree to a strategic partnership
Menlo Park, CA and San Francisco, CA—May 27, 2021— AST Private Company Solutions, Inc (AST PCS) and Infinite Equity announce a new strategic partnership to provide private company clients with design, compliance, and event-driven HR technology needs. Astrella was developed by Equiniti PCS, the…
AST Private Company Solutions Seals Partnership & Integration with Texture Capital
Menlo Park, CA and New York, NY—April 29, 2020— AST Private Company Solutions, Inc. (AST PCS) and Texture Capital Inc. announce a new strategic partnership to facilitate compliant transactions in private company shares by integrating Texture’s SEC-approved Alternative Trading System with AST PCS’s Astrella® platform. Astrella was developed by Equiniti PCS, the Silicon Valley-based business…
International Expansion for Astrella Includes Two New Sales Offices Lead by Industry Experts
Menlo Park, CA— February 11, 2021 – AST Private Company Solutions, Inc. (AST PCS) announces new sales offices in Dublin, Ireland and Tel Aviv, Israel. In both cases, experienced industry professionals are taking a leadership role. Avivit Ben-Avi, previously worked with law firms in Israel and Client Relations Director at Nasdaq Private Market, leads the…
AST Private Company Solutions Announces new Astrella Advisory Council Members
Menlo Park, CA—January 14, 2021 – AST Private Company Solutions (AST PCS) is pleased to announce two new Advisory Council members. Joining the experienced group of advisors are Blair Morrison, CEO and founder of AutoCFO, based in Austin, Texas and Robert Young of New York-based Texture Capital. With Blair and Robert’s addition, the Astrella Advisory…
Apollonian brings revolutionary analysis and valuation approach to Astrella customers
Menlo Park, CA—December 15, 2020 — AST Private Company Solutions, Inc. (AST PCS) today introduced a new strategic partnership with Apollonian Group, a Luxembourg-based firm with a 360-degree approach to due diligence, valuation, investment and fund management. Through its versatile approach towards analyzing companies with high levels of intangible assets (software, IPR, R&D, human capital,…
AutoCFO joins Astrella partner ecosystem
Menlo Park, CA— (December 3, 2020) — AST Private Company Solutions (PCS), provider of industry-leading ownership software Astrella today, introduced a new strategic partnership with AutoCFO. This Texas-based software company offers specialized financial data analyzing solutions. AutoCFO provides real-time and detailed financial analysis for growing companies. AutoCFO automates the time-consuming, manual work so you can…
Don Gillotti, CEP Joins AST Private Company Solutions, Inc. as Senior Vice-President, Business Development
Menlo Park, CA— (December 1, 2020) — AST Private Company Solutions (PCS), provider of industry-leading ownership software Astrella, announced the appointment of Don Gillotti, CEP, as Senior Vice President, Business Development focused on the Private Equity and Venture Capital market. Don is a seasoned sales and marketing executive with more than 20 years in the…
Equality and equity are not the same, it’s time to talk about that
As you build your company or brand — it needs to stand for something beyond simply photos of smiling people or a logo mark. It needs to have an ethos and meaning, an organizational culture that drives what you do and how you do it. At Astrella, we believe strongly in the concept of equity.…
Q3 Astrella Updates
By Angela Vuong, Support Manager Time surely flies and COVID time seems to be slower or faster depending on the day! The team at Astrella has been working hard and we wanted to give you a quick brief on the top 5 feature releases of 2020’s third quarter. If you’re interested in learning about our…
Astrella® Partner Ecosystem: Marketplace for Customers and Partners
Author: Paul Arens, Head of Business Development and Partnerships “Coming together is a beginning; keeping together is progress; working together is success.” — Henry Ford From the early stages of creating Astrella, our goal has been “do what you do the best.” We began by building Astrella’s cap table management software with people who have…
Unbiased Financial Advice from Wealthramp now Part of Astrella Platform
AST Private Company Solutions Partners with Wealthramp, the Nation’s Top Fiduciary Advisor Referral Service, to Offer Access to Unbiased Financial Advice Demand for personalized financial education and advice increases among employees with stock-based compensation as the marketplace faces continued economic uncertainty Menlo Park, CA—September 24, 2020- AST Private Company Solutions (PCS) announced a strategic partnership…
Incorporate.com and Astrella Partner to power small and medium sized business success
CSC’s incorporate.com and AST Private Companies Partner to Provide Ownership Tracking Software to Emerging Growth Companies Menlo Park, CA—September 10, 2020—AST Private Company Solutions (PCS) today announced a strategic partnership with the small business division of CSC—incorporate.com—to add Astrella to its list of corporate services. Astrella is an ownership tracking system for small and large…
Kranz Brings Accounting and Specialized Finance Solutions for VC Portfolio Companies to Astrella
AST Private Company Solutions Announces Strategic Alliance with Kranz, Leader in Finance & Accounting/CFO Advisory & Consulting Services to Private Companies Menlo Park, CA—August 27, 2020 – AST Private Company Solutions (PCS) today announced a strategic partnership with leading venture capital and private equity consultancy firm Kranz. Users of PCS’s Astrella® capitalization (cap) table and…
Astrella is a Finalist in the 2020 Drawdown Private Equity Service Provider Awards
We are proud to announce that Astrella is named as a finalist in The Drawdown’s inaugural Private Equity Service Provider Awards 2020, in the Technology: Accounting and Reporting Software category. The Private Equity Service Provider Awards gives recognition to private equity service providers demonstrating exceptional innovation, customer service, and business performance during the year. The…
HC Global Partners with Astrella to Provide Fund Administration Services
AST Private Company Solutions Announces Partnership & Integration with Leading Fund Administration Firm HC Global Fund Services, LLC Menlo Park, CA—August 20, 2020— AST Private Company Solutions™ (AST PCS) announced a new strategic partnership with HC Global Funds Services, LLC (HC Global) as a provider of fund administration services to seed fund, accelerator fund, venture,…
Pay Comparison Reporting Functionality Added to Astrella
Ownership Tracking SaaS System Astrella introduces Pay Comparison Report to support pay inequity analysis Menlo Park, CA—August 11, 2020 – AST Private Company Solutions™ (PCS) today announced a new system feature in Astrella to allow private companies to manage and track stock plan awards made to their employees and compare award levels based on gender,…
10 Reasons Why Using Spreadsheets is a Bad Idea
Capitalization tables (or cap tables) provide an analysis of a company’s percentages of ownership, equity dilution, and value of equity in each round of investment by founders, investors, and other owners. Developing a cap table and making related decisions can be complicated and overwhelming. Failing to have a clear picture of your company’s share ownership…
Integrating Tapestry Compliance’s Ontap Database to Provide Global Legal and Tax Info
Astrella™ will provide access to Tapestry’s OnTap database to support private companies expanding internationally Menlo Park, CA—July 30, 2020- AST Private Company Solutions™ (PCS) today announced a strategic partnership with leading global legal services firm Tapestry Compliance, based in the UK. Astrella capitalization (cap) table and ownership data management clients will now be able to…
Defining Immutable Audit Trail Basics and Their Importance
Immutable Audit Trail Fundamentals Many people confuse immutable audit trails with cryptocurrencies like Bitcoin. It’s an easy mistake to make, so let’s distinguish between the two. Think of immutable audit trails as the operating system providing the means to record and store transactions, while Bitcoin is a digital security tracked on the application using immutable…
RoseRyan brings finance and accounting services to Astrella private market customers
Menlo Park, CA—July 23, 2020— AST Private Company Solutions™ (AST PCS) today introduced a new strategic partnership with RoseRyan, a Silicon Valley-based firm that delivers specialized finance and accounting solutions at every stage of a private company’s growth. Celebrating 27 years of business, RoseRyan is one of the most respected finance and accounting consulting firms…
AST Private Company Solutions announces partnership with Fund Administration leader Standish Management
Menlo Park, CA—July 14, 2020— AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella…
AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock
Menlo Park, CA—June 18, 2020— AST Private Company Solutions™ (AST PCS) today introduced a new strategic partnership with Liquid Stock, the venture capital-like investment fund providing bespoke liquidity solutions to pre-IPO companies, their investors and employees. Shareholders and CFOs using PCS’s new Astrella™ capitalization (cap) table and ownership data management platform will now be able…
AST Private Company Solutions Finalizes Partnership and building Integration with EquityZen
Menlo Park, CA—June 11, 2020— AST Private Company Solutions (AST PCS) today has announced a new strategic partnership with EquityZen, a leading pre-IPO secondary platform. Users of PCS’s recently launched Astrella™ by Equiniti capitalization (cap) table and ownership data management platform will have access to an integration to seamlessly process company approved secondary transactions. Astrella…
AST Private Company Solutions announces integration with leading valuation provider Derivatas
Menlo Park, CA—June 9, 2020 – AST Private Company Solutions™ (AST PCS) today announced a strategic partnership with Derivatas, a leading valuation solutions provider. Users of AST PCS’s Astrella™ capitalization (cap) table and ownership data management platform will be able to integrate with Derivatas’ services and benefit from best-in-class valuations for private markets, including fair…
AST Private Company Solutions Leverages Box Platform to Power Astrella and Transform the Private Ownership Market
Menlo Park, CA— (June 3, 2020) — AST Private Company Solutions™ (AST PCS) today announced that it is leveraging Box Platform to power AST PCS’s new Astrella™ capitalization (cap) table and ownership data management system, providing users with an encrypted cloud environment and immediate access to Box’s secure cloud content management platform, data storage and…
AST Revolutionizes Private Market Ownership Data Management with Launch of Astrella™ Platform
Ownership data management leader AST introduces new cloud-based platform built on immutable audit trails, leveraging AI and predictive analytics. New York, NY – May 21, 2020 – AST, through its Private Company Solutions (AST PCS) business unit, today launched its innovative software-as-a-service (SaaS)-based Astrella solution for privately-held companies, providing capitalization (cap) table and employee stock plan…
AST Private Company Solutions Seals Partnership & Integration with Leading Valuation Firm Economics Partners
Menlo Park, CA—May 11, 2020— AST Private Company Solutions™ (AST PCS) today has announced a new strategic partnership with Economics Partners – A Ryan Company (EP) as a provider of 409A valuation and other private company valuation services. Users of PCS’s recently launched Astrella™ capitalization (cap) table and ownership data management platform will have access…
AST Private Company Solutions Launches Astrella™, Harnessing Technology to Transform Private Company Equity Ownership Ecosystem
Ownership data management leader introduces new cloud-based platform that integrates immutable audit trails, AI and predictive analytics. March 03, 2020 09:00 AM Eastern Standard Time MENLO PARK, Calif.–(BUSINESS WIRE)–AST Private Company Solutions™ (AST PCS) introduces its innovative software-as-a-service (SaaS) based solution for privately-held companies at a launch party today. The platform, called Astrella, provides solutions…
Carine Schneider, President, AST Private Company Solutions Recognized as Recipient of 2019 ProShare Awards “Service to Employee Share Ownership”
The ProShare award recognizes individuals who have, over the course of their careers, made a significant contribution to the share plans industry and employee share ownership. Schneider Earns Distinction as First American to be honored by ProShare New York, NY – December 11, 2019 – Carine Schneider, President of AST Private Company Solutions, has received…
AST’s Carine Schneider to Present at the Global Equity Organization (GEO) Conference in Amsterdam
New York, NY – April 9, 2019 – AST is pleased to announce that Carine Schneider, FGE, President of AST Private Company Solutions™, will speak at the Global Equity Organization (GEO) Annual Conference in Amsterdam about timely issues in global share plans and executive compensation. AST’s recently launched business, AST Private Company Solutions, develops innovative…
AST Launches AST Private Company Solutions to Service Private Companies from Inception to IPO
NEW YORK | March 06, 2019–AST, a full-service, tech-enabled ownership data management and advisory firm, today announced the launch of a new business to meet the varied and complex needs of private companies. AST Private Company Solutions™ (PCS) is developing innovative and next-generation technology, products and services to support the entire lifecycle of a private…
AST Private Company Solutions Welcomes Paul Arens to Foster Business Growth
Menlo Park, CA – September 9, 2019 – AST Private Company Solutions™ (AST PCS) today announced that Paul Arens has joined the company as Vice President, Business Development & Partnerships. In this role, Arens’ focus will be to grow AST PCS by forging partnerships in the private company ecosystem and identifying synergistic relationships that utilize…