Practical Guidance for Advanced Ownership

All new users of Corporate Focus interested in setting up the perfect cap table should review this guide. More →

Getting Started in Corporate Focus in 30 Minutes or Less

Learn how a new user of Corporate Focus can add their first company in less than 30 minutes. More →

Post-Termination Option Exercise

Learn how to exercise an option that has been automatically cancelled by the system because the Post Termination Exercise Period (PTEP) date has passed. More →

How-to View or Edit Authorized Share Changes

See how users of Corporate Focus can view all of the changes made to authorized shares over time. More →

Stock Certificates

This Corporate Focus tutorial focuses on how to print stock certificates from the Ownership Type Summary screen and how to export stock certificates to a PDF file. Contents Printing a Stock Certificate Exporting a Stock Certificate to PDF Printing a … More →

How to Upload Form 3921 to the IRS FIRE System

Once you have generated the electronic form 3921 from Corporate Focus, use these instructions to electronically file the form with the IRS. More →

How to Submit Form 3921 Electronically Using Corporate Focus

Use these instructions to generate form 3921 for your company that you can file with the IRS under Section 6039 of the IRS code. More →

Optimal Browser Settings

Outlines the typical browser settings that should be applied when using Corporate Focus. More →

List of Fields for a Typical New Company

This document is a list of common data fields that users complete for a typical new company. You may choose to enter more or less information based on the particular company, but this list will be helpful as guidance. More →