Equity Administration

Restricted Stock Unit

Restricted Stock Unit (RSU) Vesting: Safeguarding Your Process Against Risks

Processing the vesting event for Restricted Stock Units (RSUs) can be a tricky business, with potential risks lurking around each corner.  Below, we'll explore the risks associated with administrating RSUs and provide valuable tips to...
Restricted Stock Unit

Restricted Stock Unit (RSU) Releases for Public Companies: Risks & Solutions

Processing Restricted Stock Unit (RSU) releases for public companies isn't a walk in the park. In fact, it's more like navigating a complex maze with a fair share of risks. But if you know these...
EquityAdminFocus

5 Things Equity Administrators Need to Focus On

As a stock plan administrator, you play a crucial role in making sure your company's stock plans perform to their full potential. With so much responsibility, we decided to narrow down the list of your...
EquityAdminHealthCheck

Equity Administration Health Check: 5 Questions to Ask

Efficient administration of your organization’s equity program is crucial if you want to foster employee engagement, comply with regulations, optimize your resource allocation, and prioritize data security.  But how can you know for sure if...
glass-jar-fundraiser

Employee Equity Pools: What are They & Why Do They Matter?

We’ll take a closer look at why the equity pool matters and why it needs to grow, but first let’s make sure we’re clear on what exactly the employee equity pool is. What is the...
making-a-budget-tracking-finances

Giving Equity: Considerations for Early-Stage Companies

Early-stage companies face a few unique challenges when it comes to offering equity. While it’s a powerful tool for attracting the right investors and employees, offering equity compensation also comes with dilution concerns, complexity, and...
Private Companies Why Your Approach to Equity Compensation Administration Matters

Private Companies: Why Your Approach to Equity Compensation Administration Matters

Growing private companies have a lot on their plate, and it’s easy for your equity compensation program to fall on the back burner. Some companies decide to manage their equity compensation plans on spreadsheets. But...
In-house vs Outsourced Equity Compensation Administration What’s Best for Your Company

In-house vs Outsourced Equity Compensation Administration: What’s Best for Your Company?

Employee equity programs can help engage your team by inspiring a culture of ownership. But like anything else, these programs come with some challenges. For many public companies, one of the biggest challenges is deciding...