Yin Wu

Founder

Blogs

Managing a Multi-Round Cap Table: What Gets Complex and Why

Multi-round cap tables add stacked preferences and ASC 718 complexity. Here's what finance teams need to stay accurate and audit-ready.

What to Send When Investors Ask for Your Cap Table

Learn what investors look for in your cap table and how to prepare a snapshot that holds up under diligence, with the right access controls and no version control problems.

7 cap table mistakes (and how to avoid them)

Cap tables often start as “good enough” spreadsheets—but small errors compound quickly. Missing option grants, unclear ownership, and misallocated shares create costly legal headaches, spook investors, and erode founder control. A cap table is more than a spreadsheet: it’s the single source of truth for who owns what in your company. Keeping it clean and accurate is essential to protect ownership, build investor confidence, and avoid fundraising roadblocks.

Beyond the Cap Table: Unlocking Liquidity with NPM

We are thrilled to announce our partnership with Nasdaq Private Market (NPM), a premier provider of secondary liquidity solutions for private companies, employees, and investors.

Empowering Growth Through Liquidity Options for Private Companies

Read our overview of different types of liquidity options for growing companies, and learn to create win-win scenarios for all stakeholders.

Stock-based Compensation Reporting: Save time, avoid errors, and do more every quarter

We've made Stock-based compensation reporting more transparent, automated, now with cost centers and disclosures.

Guides

83(b) Elections Explained: What Founders Need to File and When

Learn how to file an 83(b) election: what it is, who should file, the strict 30-day deadline, and how to submit IRS Form 15620 online or by mail.

What is Fair Market Value (FMV)? A Beginner’s Guide

Fair market value (FMV) is what an asset would sell for between a willing buyer and seller. Learn what FMV means, how it's calculated, and how it differs from fair value.

What Investors Check on Your Cap Table Before a Series A.

Learn how to build a Series A-ready cap table — from reconciling equity instruments to modeling dilution and preparing a clean diligence package for investors.

Cap Table Fundraising: What Investors Check and How to Prepare

Get your cap table investor-ready before your next round. Learn what to model, fix, and share so your equity records hold up under diligence scrutiny.

What Is a 409A Valuation? A Guide for Startup Founders

A 409A valuation is an appraisal of a private company’s fair market value (FMV). It determines the price of stock options offered to employees. Learn more.

How to Set Up an Employee Stock Option Plan (ESOP) That Scales with Your Startup

A stock option is a contract that allows a person to purchase a number of shares of stock at a fixed price. Learn how employee stock options work.