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Blogs

Explore the Latest Strategies & Insights in the Industry

  • What industry insiders are saying about the future of equity management

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    What industry insiders are saying about the future of equity management

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  • ASC 718 Reporting: Best Practices for 2026

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    ASC 718 Reporting: Best Practices for 2026

    Reporting on stock-based compensation expenses can be challenging. Click here to see how you can comply with ASC 718 reporting…

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  • Scale Your Equity Management as Your Company Grows With the Right Tools

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    Scale Your Equity Management as Your Company Grows With the Right Tools

    As a mid-cap private company grows, equity management becomes a challenge. The best EM tools help streamline administration, tighten compliance,…

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  • 4 Reasons Broker Flexibility Is a Must for Equity Management

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    4 Reasons Broker Flexibility Is a Must for Equity Management

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  • Equity Plan Administration: Key Challenges and How Outsourcing Solves Them

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    Equity Plan Administration: Key Challenges and How Outsourcing Solves Them

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  • Efficiently Scaling Your Cap Table: A Look at Equity Management Solutions

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    Efficiently Scaling Your Cap Table: A Look at Equity Management Solutions

    Cap table management can become unwieldy as a private company grows. How does an equity management solution solve these problems…

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  • insightsoftware to Share Industry-Leading AI and Equity Management Expertise at Annual NASPP Conference

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    insightsoftware to Share Industry-Leading AI and Equity Management Expertise at Annual NASPP Conference

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  • UBS Unveils New Workplace Wealth Solutions Technology for Global Stock Plan Issuers

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    UBS Unveils New Workplace Wealth Solutions Technology for Global Stock Plan Issuers

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  • The Complete Guide to Profits Interest

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    The Complete Guide to Profits Interest

    Unlock the potential of profits interests: a powerful equity compensation tool for startups and LLCs to boost performance and achieve…

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  • How to Build Success Through Strategic ESPP Design

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    How to Build Success Through Strategic ESPP Design

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  • Reduce Risk, Increase Value: Why Equity Teams Need Automated Document Management

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    Reduce Risk, Increase Value: Why Equity Teams Need Automated Document Management

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  • 5 Things to Consider When Selecting Equity Management Software

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    5 Things to Consider When Selecting Equity Management Software

    Equity administration, reporting, and compliance are challenging, especially as a business grows. Here are 5 questions to help you choose…

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  • Equity Compensation Services: How to Choose the Right Vendor

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    Equity Compensation Services: How to Choose the Right Vendor

    Equity compensation services give growing global companies immediate access to everything they need to streamline and automate equity compensation administration.

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  • Reduce ESPP Reporting Friction with Equity Management Software

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    Reduce ESPP Reporting Friction with Equity Management Software

    Equity compensation management is complex and time-consuming. With equity management software, it’s possible to remove friction from ESPP reporting processes.

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  • Cap Table Management 101+Downloadable Excel Template

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    Cap Table Management 101+Downloadable Excel Template

    Learn the basics of cap table management, and get a useful cap table Excel template for startup companies here.

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  • Top 3 Reasons Spreadsheets Miss the Mark for Cap Table Management

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    Top 3 Reasons Spreadsheets Miss the Mark for Cap Table Management

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  • 5 Ways Certent Equity Management Can Help You with Your SPAC

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    5 Ways Certent Equity Management Can Help You with Your SPAC

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  • Automated Private Equity Fund Administration: Why and How?

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    Automated Private Equity Fund Administration: Why and How?

    Experts think that within five years, 90% of #PrivateEquity firms will outsource part or all of their administrative functions.

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  • The Ultimate Guide to Equity Management

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    The Ultimate Guide to Equity Management

    Is your company managing its equity efficiently? Check out insightsoftware’s Ultimate Guide to Equity Management for 2021 Reporting.

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  • Top 5 Cap Table Errors That Start-Ups Need To Avoid

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    Top 5 Cap Table Errors That Start-Ups Need To Avoid

    5 cap table errors that startups need to avoid because left unchecked, these oversights could cost the company a substantial…

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  • Blog

    Paying a transfer agent? Most private companies don’t need one.

    Discover why most private companies don't need a transfer agent. Learn about the role of transfer agents in equity management.

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