Tag Archives: equity management

The Seven Habits of Highly Effective Equity Reporting

With the recent passing of Stephen Covey, it seemed appropriate to see if his framework for The Seven Habits of Highly Effective People could be applied to the people we work with at Corporate Focus – those looking to handle … More

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Moving to Audited Financials? Four Tips to Prepare Your Equity Accounting and Reporting for Success

For most privately-held companies, a major growth milestone (and admitted headache) is the point in time when their compiled financials are transitioned to audited financials. And while this may sometimes to be more of a pain than not, what it … More

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New JOBS Act Calls for Better Equity Tracking

Whether you’re an investor in start-ups, a board member, a founder, a CFO, or an attorney, you’ve probably noticed that the ownership records and capitalization tables for fast-growing start-ups seem to be a little disorganized (don’t worry – others have … More

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An Exciting Company Name Change from Two Step Software to Corporate Focus

Today, the Corporate Focus team is pleased to announce that we have completed the transition from using the company name “Two Step Software” and the product name “Corporate Focus” to the use of just one name, Corporate Focus, for our … More

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Jumpstart Our Business Startups (JOBS) Act: It’s the Right Move

When you’ve helped more than 200,000 start-ups and emerging-growth companies track their stockholder and stock option information for 25 years, you have a pretty good sense of when something is great for “Start-Up America.” And the past decade certainly presented … More

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New White Paper: Five Steps To Simplify Your Stock Option Reporting and Expensing

Let’s face it – no one wants to spend a lot of time and resources on their equity reporting. In fact, for most privately-held companies, stock option reporting and expensing probably doesn’t feel like a critical part of running and … More

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Accurate Capitalization Tables: Five Documents to Review

Here are the five types of documents you need to review to confirm that your ownership data and related capitalization tables are 100% accurate. Continue reading More

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Resources for Equity Transactions and Planning: Part 2 – Firmex Deal Room

I’d like to share with our Corporate Focus and Equity Focus users three great resources that I recommend for equity planning, equity transactions, and understanding equity instruments. Our customers have used all of these, and I want to make sure … More

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