Logan Reed built a rocketship startup and landed a $5B exit offer—only to walk away with a fraction of what he expected. Dilution, double-dipping, QSBS missteps, and misunderstood terms turned his billion-dollar dream into a painful wake-up call. A raw look at what happens when founders don’t fully understand their cap table.
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Equity administration isn’t just a back-office task—it’s a high-pressure discipline that requires legal precision, flawless execution, and deep operational structure. A single mistake can lead to tax exposure, compliance failures, or investor distrust. In this world, “good enough” isn’t good enough.
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Your capitalization table is more than a spreadsheet—it's Investor Insurance. A well-managed cap table demonstrates professionalism, prevents due diligence delays, and builds the confidence investors need to fund your vision. Don't let poor record-keeping derail your next funding round.
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EDGAR Next is the SEC’s new electronic filing system rolling out in 2025. Learn how it impacts Section 16 insiders, equity admins, and compliance teams. Includes a step-by-step transition guide, key deadlines, and strategic insights to stay SEC compliant.
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This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.
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This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.
Read More
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This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.
Read More
.png)
This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.
Read More
Learn the basics of equity and cap table management with Travis Rodgers and Chris Hoffmann.
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Understanding the importance of accuracy in equity is critical for the growth and success of any business.
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Form 3921 is an important tax document for companies who issue ISOs. Here is what you should know about it.
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Wondering when the right time is to get some help with your cap table?
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Wondering if you should outsource your cap table administration? Here are five reasons why you should.
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