Cap Table and Equity Compensation Learning Center

Comprehensive guides on cap tables, equity compensation, stock options, preferred  stock, SAFEs, and startup valuation. Learn everything from 409A valuations to exit  waterfalls.
Updated on:
November 12, 2025

Cashless Exercise: Stock Option Transaction Methods

Updated on:
November 10, 2025

Section 1202 Stock: Tax benefits for small business investors

Updated on:
November 9, 2025

Penny Warrants: Definition and Use in Corporate Finance

Updated on:
November 8, 2025

RSU Vesting Schedule: How Restricted Stock Units Vest

Updated on:
November 7, 2025

Option Strike Price: Definition and Role in Options Trading

Updated on:
November 6, 2025

Price Per Share Formula: Calculation Methods

Updated on:
November 5, 2025

QSBS: Qualified Small Business Stock Tax Benefits

Updated on:
November 4, 2025

Double Trigger Acceleration: Vesting Requirements

Updated on:
November 3, 2025

Conversion Ratio: Definition and Calculation Methods

Updated on:
November 2, 2025

409A Valuation for Startups: Definition and Process

Updated on:
November 1, 2025

RSU Taxation: How Units Are Taxed

Updated on:
October 31, 2025

SAFE Note: Definition and Structure for Startup Investment

Updated on:
October 30, 2025

Warrants vs Options: Key Differences Explained

Updated on:
October 29, 2025

Cumulative Preferred Stock: Dividend Rights and Features

Updated on:
October 28, 2025

Convertible Preferred Stock: Features and Rights

Updated on:
October 27, 2025

Cliff Vesting: Definition and Schedule Mechanics

Updated on:
October 26, 2025

Simple Agreement for Future Equity: Definition and Structure

Updated on:
October 25, 2025

Non-Qualified Stock Options: Definition and Tax Treatment

Updated on:
October 24, 2025

Stock Warrants: Definition and How They Work

Updated on:
October 23, 2025

Liquidation Preference: Rights and Mechanics

Updated on:
October 22, 2025

Participating Preferred Stock: Definition and Liquidation Rights

Updated on:
October 21, 2025

QSBS Requirements: Complete Qualification Guide

Updated on:
October 20, 2025

SAFE Agreement : Simple Agreement for Future Equity Explained

Updated on:
October 19, 2025

RSU vs Stock Options: Key Differences and Comparison

Updated on:
October 18, 2025

ISO vs NSO: Tax Treatment and Key Differences

Updated on:
October 17, 2025

Incentive Stock Options: ISO Tax Benefits and Rules

Updated on:
October 16, 2025

Convertible Note: Definition and Structure in Startup Funding

Updated on:
October 15, 2025

Waterfall Chart in Excel: Step-by-Step Creation

Updated on:
October 14, 2025

Restricted Stock Units (RSUs): Definition and How They Work

Updated on:
October 13, 2025

QSBS Exemption: Tax Benefits and Qualification

Updated on:
October 12, 2025

Qualified Small Business Stock: Definition and Tax Benefits

Updated on:
October 11, 2025

Vesting: Definition and Schedule Types for Employee Benefits

Updated on:
October 10, 2025

Carried Interest: Definition and Structure in Private Equity

Updated on:
October 9, 2025

Management Carve Out: Definition and Liquidation Preference Applications

Updated on:
October 8, 2025

Preferred Stock vs Common Stock: Key Differences

Updated on:
October 7, 2025

Stock Options Explained: Types and Trading Fundamentals

Updated on:
October 6, 2025

Carried Interest Loophole: Tax Treatment Controversy

Updated on:
October 5, 2025

Preferred Stock: Definition and Investment Characteristics

Updated on:
October 4, 2025

Common Stock: Definition and Shareholder Rights

Updated on:
October 3, 2025

Stock Options: Definition and Types Explained

Updated on:
October 2, 2025

Strike Price in Finance: Definition and Examples

Updated on:
October 1, 2025

Maturity Date: Definition and Financial Applications