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Phases
Introduction
IntroKey Issues
Phase 1This quick primer will help us shape how to think about equity in a realistic sense while emphasizing importance of getting everything in writing.
Structure
Phase 2We’re going to examine the 3 most popular methods for issuing stock, helping us determine which version best suits our needs.
Splitting Equity
Phase 3To do this properly, we’ll need to know what our contribution to the company is worth now, what will it be worth in the future, and how to make adjustments down the line.
Managing Equity
Phase 4We’ll see how managing equity is all about properly planning ahead to handle the changes that will inevitably occur across the company over time.
What you'll learn
Achieve consensus among team members on key equity decisions and issues before getting the lawyers involved.
Weigh the pros and cons of the most popular types of stock issued to employees, partners, advisors, and investors.
Learn how to set up a vesting schedule to allow members to earn stock over a period of time.
Understand how valuations are set and how it factors into splitting up equity.
Learn to value individual team member contributions now and in the future to determine how to split equity.
Manage equity long term and have a plan in place to account for changes to stock as members are added or removed.