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Module 6 - Capitalization Table Considerations (Private Company Fundamentals)

Module 6 - Capitalization Table Considerations (Private Company Fundamentals)

Only available as part of a package

Get the essential checklist that leaders should leverage when developing best practices in relation to cap table management.

Explore topics including:

  • The importance of cap tables
  • Creating your cap table
  • Percentage ownership
  • Communicating with your stakeholders

The module will also discuss special considerations for equity programs, including:

  • What information do you want to make visible to employees?
  • Compliance considerations
  • Organizational shifts and changes in structure
  • Modification of awards
  • Terminations
  • How often should your cap table be reviewed?

Time: 60 minutes

Lynne Zagami

Vice President, Customer Success - Private Markets

Fidelity Investments

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CEP Credits
1.25 CEP credits  |  No certificate available
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