What Is ASC 718?

For folks who are new to equity compensation, accounting for the expense associated with equity compensation awards can be daunting, especially to those of us without a background in finance. This article will help privately-held companies determine if they should be expensing their equity compensation awards. ASC stands for Accounting...

What Is a Restricted Stock​ Unit? A Primer for the Uninitiated

Companies on the IPO track that have historically only awarded stock options tend to become interested in restricted stock units (RSUs) as the IPO date nears. In this article, we shed light on full value awards and how they differ from options. This information is also useful to anyone new...

Synergy 2018: More Than a Feeling!

From start to finish, the overwhelming theme of our 2018 client conference was L-O-V-E. And not the contrived or insincere kind either. It was genuine! It was heartfelt! From the pre-conference love on our social media accounts, to the smiles and hugs at Friday afternoon’s wrap-up, Synergy 2018 will be...

The IPO Strikes Back

Growing a company? Hard. Hiring, motivating and retaining employees? Hard.  Preparing your company for an IPO?  Really hard. Finding the right IPO guidebook? Easy.   Equity administration is complex, no matter what stage your company is at. You may have just hired your first engineer, raised your Series B, become...

Promissory Notes: The Insider Story

Privately held companies on the IPO journey are often curious about promissory notes. As private companies, they can accept these loans as payment from employees to cover the cost of their equity award exercises. As public companies, will they still have the ability to extend these loans? It depends on...

Welcome to the new Shareworks participant experience

We’re excited to introduce a new participant interface experience to our North American public companies. Participants will experience this new interface on May 7 when they log in, but will have the option to choose the “classic” experience for a period of time. Why the change? We listened to your...

Is a tender offer right for you?

In this age of companies staying private longer, some private companies still have their sights clearly set on an IPO. Some are in “maybe someday” mode, while others may never choose to take the leap. Every company is different, and there is no right answer — only the right answer...

Introducing the Solium Blog

  With a recent influx of new talent at Solium — the array of which is sometimes a bit dazzling for this seven-year veteran — I’ve come across the same question at least 17 times: “How is it that Solium doesn’t have a blog?” Who did this asking, exactly? Well,...

PitchBook Venture Monitor Q4 2017

  2017: A banner year for the VC space The fourth quarter of 2017 bookended the year as the third consecutive quarter with more than $20 billion deployed into US venture-backed companies, and marked the close of a strong year of investment that surpassed $80 billion annually for the first...

Global Regulatory and Tax Update: February 2018

Welcome to 2018! This month’s update is jam-packed with extensive updates for global share plan managers. Don’t miss information on France, the US and the UK. As ever, don’t hesitate to contact the experts at Shareworks Global Compliance for clarification or assistance on any information presented here.   Croatia: Tax...