
Preparing for IPO Success: Your Comprehensive Guide for ESPPs
Employee Stock Purchase Plans (ESPPs) are a powerful tool for fostering employee ownership and engagement. For companies preparing to go public, however, managing ESPPs during an IPO transition demands strategic planning and adaptability. This guide...

Preparing for Public Markets: A Strategic Approach to Equity Planning
Going public is a transformational milestone for any company, but the process is complex and requires meticulous preparation. One of the most critical components of this transition is equity management. Aligning your equity plan with...

What is an 83(b) Election and How Does It Work?
Intro In the furious world of tax forms and deadlines – file this by January 31st! submit that by March 31st! and so forth – there’s one particular filing that comes up randomly in conversations...

Scaling Equity Programs for Growth: Advanced Strategies for Mid-Stage Success
The evolution from early-stage startup to growth-phase organization demands a transformation in equity strategy. Recent research underscores this imperative: companies with sophisticated equity programs report up to 40% better retention rates and 80% higher employee...

The Start-Up Blueprint: Building Strong Foundations for Scale
How Equity Compensation Helps Startups Compete and Extend Their Runway A brilliant idea and passionate leadership are just the beginning for any startup. The real game-changer? A well-structured equity program. Equity compensation is a startup’s...

Equity Benchmarking – Why It Matters, and What Position is Best for You
While several factors influence the structure and scope of equity plans, benchmarking stands out as a pivotal tool to gauge your position in the industry relative to peers. It offers a strategic lens through which...

How Often Should Private Companies Review Their Equity Compensation Plans?
Equity compensation plans play a significant role in attracting, retaining, and motivating key employees and executives in both public and private companies. But while public companies often have the practice of an annual refresh and...

Pave + Infinite Equity: Partnering to Drive Clarity Around Equity Benchmarks
For companies who are just starting to create formal compensation policies, having robust data to support those decisions is incredibly important. Without it, guesswork and bias can lead to poor decisions and eliminate trust with...