Is Shareworks Startup a registered transfer agent?

Yes! Shareworks Startup is an SEC registered transfer agent. Our filing can be found here: With that in mind, most private companies don’t need a transfer agent. You can read more on that here: Why Private Companies Don’t Need a Transfer Agent

Shareworks Startup 101 – Start Here!

Welcome to the Shareworks Startup Knowledge Base! Here you can search for articles on how to perform various tasks within Shareworks Startup. We have also prepared a video tutorial that will walk you through all aspects of the system, and highly recommend that you check it out if you haven’t […]

Shareworks Startup Course (Beta)

The following courses are available to help you familiarize yourself with using Shareworks Startup. If you have any feedback, we’d love to hear it! Please send feedback to More courses coming soon! 101 Courses: Importing Single Importing Bulk Configuring Vesting & Pools Exercising Options Terminating Shareholders Transferring and Selling […]

Shareworks Startup Support

Do you have questions that you aren’t able to answer using this help center? Feel free to reach out to our Support team, we’re happy to help. The quickest way to contact us is via chat using the icon in the bottom right hand corner: You can also contact us […]

Processing Stock Splits

What is a stock split? Stock splits are a change that increase (forward stock split) or decrease (reverse stock split) the amount of outstanding shares on the cap table. The price of the shares is adjusted as well, so the overall aggregate value that a shareholder holds remains the same. […]

Updated Terms of Service Acceptance

If you are an Account Owner of a company, you may have run into the following screen when attempting to use Shareworks Startup: Terms of Service acceptance is required to continue using Shareworks Startup. If for any reason you aren’t able to accept these terms, please reach out to Support […]

Proportional Vesting

Proportional vesting occurs when a derivative, like an option, is partially early exercised. Note that it doesn’t apply to fully-exercised shares. We’ll explain with an example below. In this example we have an option grant of 100,000 shares. It vests monthly over a four-year period with no cliff. This is […]

Changing the Account Owner for a company

Account Owners in Shareworks Startup are unique and have a few extra permissions above that of normal Edit users. These are what separate them: Account Owners have the ability to delete a company. They are considered the point of contact if Shareworks Startup needs to reach out to the company. […]

Problems Logging In

Below are some common problems we’ve seen when users try to log in to their account. Forgot password: If you’ve forgotten your password, you can reset it using the forgot password link on the sign in screen: Invalid token: When initially being invited to Shareworks Startup, the link you […]