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Equity
Employee equity (options), capital raising (shares or notes) and more!
Shannon Griffin avatarElin Frid avatar
By Shannon and 1 other2 authors35 articles

Shares


Importing your share registry
Transfer Agents
Add a new shareholder
Add a share issuance
Add a new share type
Edit or delete existing share types
Edit or Delete Cap Table
Delete a transaction
Share transfers
Share Split
Share Buy-Back
Share Conversion
Exporting Data

Options


Estimated Value of Options or Shares
409A Valuation
Add an Employee Share Option Plan (ESOP)
Issue stock options to your global team
Uploading accepted stock option grants
Accepting an ESOP offer
Stages of a new ESOP Offer
Granting your employee options
Exercising options
How do I edit the details of my option pool?
What happens if an employee leaves the company?
How do I delete an option pool and/or offers?
Lapse Options

Notes


How to add a Note holder
Convert Notes to Shares

Raise


Stages of a Raise Offer
Starting a New Raise
Add Investors to a Raise
SAFE Note Raise
Convertible Note Raise
Accept an Offer to Invest
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