Equity, explained.
Guides, case studies and glossary entries for founders, ops leaders and employees.
Tax · 6 min read
ISO vs NSO: what your employees actually need to know
The tax treatment that decides whether early-exercise is brilliant or ruinous.
Read
Compliance · 5 min read
A 409A valuation, explained without the jargon
Why the IRS cares what your common stock is worth, and how to keep your ISOs compliant.
Read
People · 4 min read
Post-termination exercise windows: the kindest 90 days
How long ex-employees get to exercise vested options — and why extending it matters.
Read
Governance · 5 min read
What actually needs board approval — and what doesn't
A practical map of which equity events need a consent and which can just happen.
Read
Modeling · 3 min read
Dilution math: the only formula you need
How to model the impact of a new round in 30 seconds in your head.
Read
International · 5 min read
EMI schemes: the UK equity plan you should consider
Enterprise Management Incentives offer the most tax-efficient employee equity in the UK.
Read
Case study · 4 min read
How Acme Labs closed Series B without a cap-table fire drill
EquiAgent caught two ISO cap breaches their counsel missed.
Read
Case study · 3 min read
Northstar Robotics: spreadsheet to Realeqty in 47 minutes
How a Series A hardware company migrated 80 stakeholders before lunch.
Read
Case study · 3 min read
Halcyon Capital: 22 portcos, one investor view
Replacing three internal spreadsheets with a live portfolio overlay.
Read