Firm entities in Shareworks Startup

When navigating in Shareworks Startup, you may have come across the option to create a firm. Like a company, a firm is an entity within Shareworks Startup. Firms are meant for managing several companies. That’s for two reasons: billing and access. Billing: Some firms pay on behalf of their client […]

How to issue 83(b) forms to your shareholders

Following the steps below, you can send pre-filled out 83(b) election forms to your shareholders. All they need to do is sign the form and mail it to the IRS using the instructions provided. Some notes regarding these elections: 83(b) elections are only applicable to Restricted Stock Awards (RSA), not […]

Uncertificated vs certificated shares

Currently in the US there are two ways to represent stock, uncertificated and certificated. What this comes down to is whether a paper or digital certificate is issued to represent ownership of the shares (certificated), or whether they are book-entry shares (uncertificated). There are certain limitations and legal nuances to […]

Adding a company to a firm portfolio

If you’re working for a firm you may have created a company you need to share with your team, or you may need to request access to a specific company. These steps will allow you to add a company to your firm. Any user that is a part of the […]

Deleting a Firm in Shareworks Startup

Currently it’s not possible for firms to be deleted manually in Shareworks Startup. If you’d like to have a firm removed from the system, please contact our team at Please include the URL of the firm you would like removed.

How To Change Your Company’s Currency

Shareworks Startup provides the ability to change which currency is displayed in the company’s cap table. You can adjust this setting by going to Company > Dashboard: Click on Actions > Edit in the left menu: Change your currency and save: Note: This does affect which currency is displayed in […]

How is preference calculated?

The preference amount you see in Shareworks Startup relates to the liquidation preferences of the security that the holding was issued from. You’ll see this amount in a few different places, such as the security and issuance pages: The preference amount is calculated using the outstanding share count multiplied by […]

How To Enter Legends

Certificate legends can be stored in Shareworks Startup. You can enter them from existing certificates, or enter legends you want to use when generating certificates through our workflow tool. There are two sections where you can enter legends: Spreadsheet – You can find this section under Cap Table > Spreadsheet […]

Using workflow to mass upload a document

Using the following steps, you can mass upload a document to multiple holding pages at once. Create a workflow and select the type of issuance that the document will be uploaded to. Note: It may be necessary to create separate workflows if you’d like to upload the document to various […]