Resources

Your one-stop shop for learning the latest on equity and ownership for startups

Showing All posts (38)

A relaxed founder sits in a reclined chair on a beach as he uses his laptop to work on equity
Capital Raising, Cap Table, ESOP

Quiet January? Here are 3 (equity) things that will save you headaches later on

Studies show that companies and businesses of many kinds often have a slow start to business during January. And then in February, it’s pretty much go time. So we’ve got till February, you say? Hold up now. This doesn’t mean it’s time to kick back, and it also doesn’t mean you should quadruple your ad spend to try and make up for standard fluctuations.


January 3rd, 2022
A line drawing of a founder looking at her ESOP details
ESOP

Early Bird Gets the Worm – 5 Reasons to Set Up Your ESOP Now

If you have talented people on your team, now is an important time to make sure they will stick around. While it is true that there may be a lot of applicants for jobs in a recession, it doesn’t mean that it will be easy to replace talent. 


December 29th, 2021
A founder sits on a white floor looking at stacks of contracts and post-its
Cap Table

What’s a Dual Company Structure, and do I need one?

If you are looking to embark on a new business venture, one of the first decisions you will need to make is how to structure your company. This is the first of many strategic decisions you will need to make.


November 2nd, 2020
A female shareholder stands content with her arms folded in front of a desk
Cap Table

Shareholders Agreements – The important stuff

The Shareholders Agreement is the document that sets out the ongoing relationship between the Company and its Shareholders. Generally, a Shareholders Agreement will sit alongside the company Constitution, and will often prevail where there are any inconsistency.


September 30th, 2020
A single iceberg is shown raised above and sunk below sea level
Capital Raising

The Capital Raise Checklist – Are you ready for a raise?

How do you prepare for a capital raise? What documents do you need? And how long will a capital raise take?


August 13th, 2020
Two men in a conversation on top of a desk covered in garments
Cap Table, Angel Investing

Are your investors in the loop? How to communicate with shareholders effectively

When you hear the term “investor update”, what comes to mind? Numbers and dollar figures? Financial models and forecasts? Standard comments on the state of the economy? While it’s important for companies to share this information with its shareholders (and just as important that the shareholders read it), it doesn’t mean it will always be a great experience.


August 4th, 2020
A hurried employee in business attire rushes past a green wall with a stack of stationary and a tablet
Capital Raising

No time for all that Capital Raise riff-raff? How about a Convertible Note?

In short, a Convertible Note is a way to raise through a mixture of debt (a loan) and equity (giving away shares).


April 23rd, 2020
A little girl and boy both dressed up in business attire pretending to work from home
Other

How Cake does WFH (Working From Home)

Here at Cake, we’ve been adjusting to the new norm of full time work-from-home (WFH) life.


April 15th, 2020
A series of male and female employees stand happily in a line ready to receive employee share option plans
ESOP

What is an Employee Share Option Plan, and why bother?

An Employee Share Option Plan (ESOP) is a method of granting equity in a business to an employee over a period of time. It really is as simple as it sounds – the employee receives options (or rights) to be granted real shares in the business, as long as they comply with the rules of the ESOP (Plan Rules).


March 16th, 2020
Three glass jars with plants growing and varying amounts of coins in them
Capital Raising

Bootstrapping vs Capital Raise – What suits your company best?

So you’ve started a business, and it’s starting to gain some traction. Customers are raving, client lists are building and your product is, well, actually working pretty well! These are all good things, and things that you should be very proud of. However, from here, the next step can be a crucial decision for the future of your business.


March 16th, 2020