Help! I Can’t Log On!

There are a few different reasons why people can’t log on to their accounts. The account needs to be verified. On the log in page, just below the sign on page, there is a link that says “Need confirmation email?” Click this link and enter the account email. If a […]

Stock Expensing: Cliff Shares and Forfeiture Rates

In a stock option expense report, on the “Expense Breakdown” tab, you will see two columns regarding cliff shares, “Begin Cliff Shares” and “End Cliff Shares.”  (see below) So what are “Cliff Shares” and why are they being expensed? In short, cliff shares are shares that have not vested but […]

Stock Expensing: Calculating Term

This article is part of a series meant to help users and auditors better understand the calculations that are being made inside Capshare when calculating a company’s stock expense, either for ASC 718 or ASC 505-50 (previously known as FAS 123R). The term calculation is an important input into the […]

Stock Expensing: Calculating Volatility

This article is part of a series meant to help users and auditors better understand the calculations that are being made inside Capshare when calculating a company’s stock expense, either for ASC 718 or ASC 505-50 (previously known as FAS 123R). Volatility is another important input into the Black-Scholes computation […]

Stock Expensing: Calculating the Fair Value of an Option

This article is part of a series meant to help users and auditors better understand the calculations that are being made inside Capshare when calculating a company’s stock expense, either for ASC 718 or ASC 505-50 (previously known as FAS 123R). Fair Value: At the core of the ASC 718 […]

Creating a Stock Option Expense Report

Before you create a Stock Option Expense report, be sure to set employee/non-employee status on the Shareholder page. Once you’ve ensured that the status for each shareholder is set, do the following:   From the Dashboard, click “Stock Expense Reports.” (If you don’t see this option listed in your menu, you […]

How to set vesting on Common Stock

Capshare makes it extremely easy to set Common stock as Restricted with a vesting plan for founders and others, though the functionality is a little obscurred. Follow the steps below to add vesting to a common grant: Open the Navigation Drawer on the left hand side, and go to ‘Primary Issuances’: […]

How to set up a Vesting Schedule

Follow the steps below to set up a vesting schedule in Capshare.  In this tutorial, I’ll be setting up a schedule for 5 years of monthly vesting with a 1 year initial cliff, but this example could work for a variety of other situations: Open the Navigation Drawer on the […]