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Equity Management
November 2025
409A Valuations
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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Equity Management
November 2025
Cap tables
This guide explains everything you need to know about cap tables, from building your first one to managing company ownership as you prepare for fundraising and growth.
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Employee Resource Center
July 2025
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
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Founder Education
June 2025
Pro forma financial statements
A pro forma financial statement predicts the outcome of a business decision, investment, or deal. Learn when to use a pro forma for your company and what to include.
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Carta
June 2025
Schedule K-1 tax form
A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.
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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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Investors
January 2025
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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Educational Essentials
September 2024
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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Founder Education
June 2023
Business-to-business (B2B)
B2B stands for “business-to-business” and is used to describe companies, transactions, marketing, and other aspects of e-commerce. Learn whether the B2B business model is right for your startup.
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Founder Education
May 2023
ASC 718
Is your startup staying GAAP compliant? Learn how to expense employee stock options on your company’s income statement using ASC 718 accounting guidelines.
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Founder Education
March 2023
Incorporation
Learn the key steps to incorporating your startup in this guide. We'll help you understand the different entity types, equity distribution, and legal considerations.
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Investors
March 2023
Pari-passu
Pari-passu is a type of investor preference where all preferred shareholders in a company have equal distribution rights during a liquidation event.
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