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Data & Research
May 2025
Should I exercise my vested stock options? For some employees, the math has shifted
As fewer startup employees exercise their vested options, a "perfect storm" of conditions including longer exit timelines is reshaping calculations.
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Liquidity
April 2025
Single-trigger vs. double-trigger RSUs
A double-trigger RSU structure is common, but single-trigger RSUs can have more benefits for employees of late-stage private companies. Learn more.
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Product Education
April 2025
Rule 144
Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.
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Equity Education
March 2025
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
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Equity Education
March 2025
Incentive stock options (ISO)
Learn everything you need to know about incentive stock options, including how ISOs work, tax benefits, and how ISOs differ from other types of equity.
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Equity Education
March 2025
Warrants vs. options
As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?
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Equity Education
March 2025
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
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Data & Research
March 2025
The typical time between VC rounds is shrinking in SaaS and rising in fintech
The median wait time between a seed round and a Series A is much longer today than it was three years ago. At other stages, the difference is even more noticeable—though not in all sectors.
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Data & Research
March 2025
State of Startup Compensation H2 2024
More than 30 new charts and accompanying analysis illuminate the key trends for startups, founders, and employees, including salary and equity data by job function, job level, industry, and more.
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Equity Education
February 2025
Rule 701
Under Rule 701, private companies can issue up to a certain amount of equity to employees in a 12-month period. Learn more about the Rule 701 exemption and its disclosure requirements.
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Equity
February 2025
Restricted stock units (RSU)
Learn about restricted stock units—a type of equity—including how RSUs work, how they are taxed, and benefits for employees.
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Policy Newsletter
January 2025
QSBS enters the chat
The Qualified Small Business Stock exclusion for shareholders faces potential threats amid tax reform cost pressures. Here's why it must be preserved, and what it means for the innovation economy.
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