EQUITY MANAGEMENTRESOURCES

Comprehensive guides, tools, and insights to master equity management. From cap tables to compliance, everything you need to succeed.

EXPERT GUIDES

COMPREHENSIVE
LEARNING LIBRARY

In-depth guides and resources created by equity management experts

Featured
Cap Tables
15 min read•Beginner

Complete Guide to Cap Table Management

Comprehensive overview of cap table management, from setup to advanced modeling and scenario planning.

2.4K
4.9
Featured
Valuations
12 min read•Intermediate

409A Valuations: Everything You Need to Know

Complete guide to 409A valuations, compliance requirements, and best practices for startups.

1.8K
4.8
Compliance
20 min read•Advanced

Equity Compliance for US & EU Companies

Navigate regulatory requirements across jurisdictions with our comprehensive compliance guide.

1.2K
4.9
Employee Equity
18 min read•Intermediate

Employee Stock Option Plans (ESOP) Setup

Step-by-step guide to creating and managing employee stock option plans for your company.

3.1K
4.7
Featured
Startup Equity
25 min read•Beginner

Startup Equity: From Pre-Seed to IPO

Complete equity lifecycle guide covering all stages from founding to public offering.

4.2K
4.9
Modeling
22 min read•Advanced

Advanced Dilution Modeling Techniques

Master complex dilution scenarios and waterfall analysis for sophisticated equity structures.

892
4.8
TOOLS & TEMPLATES

PROFESSIONAL
TOOLKIT

Interactive calculators, templates, and tools to streamline your equity management

Calculator

Cap Table Calculator

Interactive calculator for modeling ownership percentages and dilution scenarios.

Calculator

409A Valuation Estimator

Get preliminary valuation estimates using industry-standard methodologies.

Calculator

Equity Pool Calculator

Calculate optimal employee equity pool sizes for your funding round.

Template

Vesting Schedule Template

Customizable Excel template for creating employee vesting schedules.

Template

Board Resolution Templates

Legal document templates for common board resolutions and equity actions.

Checklist

Cap Table Audit Checklist

Comprehensive checklist for auditing and cleaning up your cap table.

WEBINARS & EVENTS

EXPERT
INSIGHTS

Live webinars and recorded sessions with industry experts and thought leaders

Upcoming
1,200+

Mastering 409A Valuations in 2025

Expert insights on the latest 409A valuation requirements and best practices.

Sarah Chen, CFA
45 minutes
March 15, 2025
Watch Now
890

Cap Table Management for Series A Companies

Advanced strategies for managing complex cap tables post-Series A funding.

Michael Rodriguez, JD
60 minutes
February 28, 2025
Watch Now
650

EU Equity Compliance: What You Need to Know

Navigate European equity regulations and compliance requirements.

Dr. Emily Watson
50 minutes
February 14, 2025
Upcoming
500+

Employee Equity: Design & Communication

Best practices for designing and communicating employee equity programs.

David Kim, VP People
40 minutes
April 10, 2025

READY TO
GET STARTED

Put your new knowledge to work with Easy CapTable's professional equity management platform.

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