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Equity insights

Your one-stop resource for learning and inspiration on everything equity compensation related.

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The equity compensation knowledge hub – all you need to create and enhance
a winning equity strategy to attract, reward and retain top talent.

From plan design to taxation – everything you need to know to get started with
equity compensation.

Helping start-ups get on the road to equity success – from funding rounds to
splitting equity and more.

Financial wellness, education, retention – discover how to make equity
compensation work for you.

Tips to help you optimize, enhance and improve your equity compensation
offering and boost participation.

Key information to help private companies prepare and navigate for an IPO,
M&A or other liquidity event.

  • After M&A – 4 considerations for your team’s equity

    Communicating Share/Stock Plans

    After M&A – 4 considerations for your team’s equity

    Apr 29, 2025

    Read more

  • The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap

    Webinars

    The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap

    Apr 29, 2025

    Read more

  • Communication is king in equity compensation

    Equity Insight

    Communication is king in equity compensation

    Apr 23, 2025

    Read more

  • What’s a 409A valuation and why do you need one?

    Cap Table Management

    What’s a 409A valuation and why do you need one?

    Apr 23, 2025

    Read more

  • ESPP vs RSU – Making an informed decision

    Stock Options

    ESPP vs RSU – Making an informed decision

    Apr 16, 2025

    Read more

  • Employee Stock Option Software

    Stock Options

    Employee Stock Option Software

    Apr 15, 2025

    Read more

  • The IPO Preparation Process

    Podcast

    The IPO Preparation Process

    Apr 9, 2025

    Read more

  • Things you should know about RSUs for Pre-IPO Companies

    IPO

    Things you should know about RSUs for Pre-IPO Companies

    Apr 9, 2025

    Read more

  • ESOP focus: Recruitment and retention in a challenging business environment

    Employee Stock Plans

    ESOP focus: Recruitment and retention in a challenging business environment

    Apr 2, 2025

    Read more

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