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Category: Equity education

Equity 101 Part 1: Startup employee stock options

Received stock options from your company and don’t understand what that means? Here’s how to make sense of your offer letter and option grant.

Equity 101 Part 2: Stock option strike prices

What determines a stock option strike price? Learn more about strike prices, how stock options gain value over time, and dilution.

Equity 101 Part 3: How stock options are taxed

We explore what it means to exercise stock options, the taxes you may need to pay, and the common times people exercise their options.

What is Form 3921?

If employees exercised incentive stock options (ISOs) last tax year, your company needs to file IRS Form 3921. Companies must file one form per employee, and if they miss the deadline or ignore IRS reminders and fail to file, they could end up paying expensive fines.

What is stock dilution?

Stock dilution, also called equity dilution or share dilution, happens when a company issues additional shares, which reduces the ownership percentage of existing shareholders in …

Employee Shareholder Bill of Rights

Fair equity practices for employee shareholders at venture-backed companies.

The accredited investor requirement needs to change

The accredited investor rule is outdated. Here’s why it needs to change.

Why you only have 90 days to exercise your options when you leave a startup-and why that’s changing

We dug into where the 90-day PTE window came from and how companies are rethinking their policy.

How VC funds calculate their internal rate of return (IRR)

IRR, or internal rate of return, helps investors estimate their profitability. Learn more and download our free IRR calculator.

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