Educational Essentials
April 2024
409A valuations
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation...
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Capdesk
January 2024
Growth shares
Growth shares are a type of security for mature companies that have outgrown government share schemes. Learn how growth...
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Founder Education
December 2023
Financial audit preparation
Learn what the process looks like for private companies, what auditors look for, and how to best prepare.
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Private Companies
September 2023
Guideline Public Company Method (GPCM)
The guideline public company method (GPC method or GPCM) is one way to calculate a private company’s valuation. Learn...
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Founder Education
May 2023
ASC 718
Is your startup staying GAAP compliant? Learn how to expense employee stock options on your company’s income statement...
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Equity Education
March 2023
Fair market value (FMV)
Fair market value is the current value of one share of a private company’s common stock. Learn about FMV and how to...
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Capdesk
January 2023
409A vs. HMRC company valuations
What sets a 409A valuation apart from a company valuation for EMI or CSOP? Find the answer in this Capdesk...
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Capdesk
November 2022
EMI, CSOP & 409A valuations for startups
In our latest webinar, our in-house experts Triam Zubeldia, UK Valuations Associate, and Jackson O’Brien CFA, US...
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Capdesk
October 2022
HMRC valuations
What's an HMRC valuation, when is it needed, and how is it done? Find answers to these questions and more in Carta's...
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Investors
March 2022
Fund valuation policy
A valuation policy is an outline of the approach your fund takes to determine the fair value of its portfolio company...
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Founder Education
September 2020
Valuations audit
Our experts walk through what you need to know about 409A valuations and how to prepare for a successful valuations...
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Investors
August 2020
ASC 820
ASC 820 is an accounting standard that requires investments to be reported at fair value. Learn more about how to stay...
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