Founder Education
March 2023
Incorporation
Learn the key steps to incorporating your startup in this guide. We'll help you understand the different entity types,...
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Investors
March 2023
Pari-passu
Pari-passu is a type of investor preference where all preferred shareholders in a company have equal distribution...
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Equity Education
March 2023
Incentive stock options (ISO)
Incentive stock options (ISO) are a type of stock option that qualifies for special tax treatment. Learn more about...
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Equity Education
February 2023
Limited liability company (LLC)
If you’re considering structuring your business as an LLC, keep reading to learn more about the types of LLCs, pros and...
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Carta
February 2023
Schedule K-1 tax form
In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form, a key...
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Educational Essentials
January 2023
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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Educational Essentials
January 2023
Cap tables
In this article, we explain everything you need to know about cap tables and equity management. Download a free cap...
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Equity Education
January 2023
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO)? Learn what the alternative minimum tax (AMT) is and how to calculate it...
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Educational Essentials
January 2023
How stock options are taxed
In this article, we break down the different types of stock options and how tax treatment works for ISOs and NSOs....
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Educational Essentials
September 2022
Advisory shares
Learn how advisory shares work for early-stage companies and download a free advisory agreement template to start...
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Educational Essentials
June 2022
Stock vesting
Vesting is used to encourage employees to stay longer at a company. Employees have to earn the right to own their...
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Compensation
March 2022
Startup employee equity
Three experienced startup founders narrow down six key factors to consider when deciding how much startup equity to...
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