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The equity ownership journey can be challenging but rewarding—especially if you follow the wisdom of those who made the journey before you. Whether your goals are a public listing, an acquisition, or maintaining private ownership, having the right mile markers can provide your business with valuable insights to meet your goal.
As a private company, much of your financial journey revolves around investors and funding. This world can be difficult to navigate; just because you have a great idea and are an expert in your field doesn’t mean you are prepared for the ins and outs of securing funding. With the right tools, you can see past the haze and set your business up for success. Here are four key trail markers to map so you don’t lose your footing throughout your financial journey.
Managing employee stock programs can be a major challenge for early-stage companies. As a founder, you have a lot on your plate, and maintaining a stock program can take up more hours in the day than you are willing—or able—to sacrifice. But with the right platform, an employee equity program doesn’t need to be prohibitively time-consuming. Learn how the right equity management software can be a partner in managing these programs and provide financial guidance throughout your company’s journey.
Often when people ask us about the confidentiality of a cap table they’re curious if there is a legal requirement to make their cap tables public. The answer to this question is no. In fact, most companies choose to keep their cap tables private and confidential.
Guests:
Using digital spreadsheets for your cap table adds layers of work to managing your financial data. One false keystroke can misrepresent real data, there can be multiple versions of the same spreadsheet on various devices, and it can be difficult to find the one source of truth that has correctly preserved your company’s equity information.
As an investor, you want to know what you’re getting yourself into. The best place to start is with the prospective company’s cap table.
Limited liability companies (LLCs) are unique business entities that protect owners’ personal assets in the event that the business faces legal issues. Having a solid cap table management software helps keep LLCs in good financial order, regardless of the size to which it grows. LLCs may begin with one or two employees and grow into corporate-sized companies while still maintaining the protections inherent in the LLC model.
Carine M. Schneider still remembers the first conversation when she decided to build Astrella. “When they say “we drew it on a cocktail napkin,” I really did do that. I had a vision on how we could build an ownership tracking system while integrating services and solutions from other providers in our ecosystem,” she elucidates. “I knew that others in the private company community needed a complete solution and that by working together, we could all win while supporting our clients with a strong network of quality providers.” For Carine, staying laser-focused on the strategy while listening to clients, partners, and team members has allowed the President of PCS to ensure every decision being made benefits the broader ecosystem.
Guest: Brian Smith | Founder / CEO, RedCrow