Streamline your Financial Reporting Processes

By: Cassandra Fedele (Financial Reporting Analyst, Shareworks by Morgan Stanley); Erin Herlihy (Product Manager, Shareworks by Morgan Stanley); Devin Erfle (Product Manager, Shareworks by Morgan Stanley)   At Shareworks by Morgan Stanley, we understand that running your financial reports is only one small step in your period-end workflow. Preceded by...

Shareworks and LTSE give you the tools to IPO

Delivering the Tools to Grow From Seed to IPO

As Shareworks continues to invest in products and partnerships to serve our private company clients, we are excited to announce an expansion of our work with the Long Term Stock Exchange (LTSE). Shareworks is a leading provider of equity administration software for late-stage private companies, but our commitment to helping...

Crypto and Your 409A Valuation

Back in 2017 when my mom called me out of the blue to ask about “the Bitcoin trend” after hearing it mentioned on a Chinese talk radio show, I knew just how hot cryptocurrencies had become. Fast forward to today. The late 2017 hype of crypto run up may have...

The Continued Rise of the EMI: Can Private Companies Ride the Wave?

Of the many types of share schemes available to companies in the UK, none has had quite as much success as the Enterprise Management Incentive (EMI). In fact, 83% of companies who offer tax-advantaged schemes offer an EMI.1 Its versatility and tax efficiency have made the EMI particularly popular with...