Startup Valuation Blog

AUGUST 10, 2023

To delve deeper into the world of equity incentives and discover how they can revolutionize your startup's growth strategy, keep reading below As the founder of a startup, one of your key responsibilities is to attract and retain top talent that can drive your company's growth and success. Why Are They Important for Startups?

Equity 100

Equity Business Valuation Compliance Start-ups 100

Harvard Corporate Governance

OCTOBER 25, 2023

On top of this, Disney was facing a growing pressure from activist investor Nelson Peltz, whose Trian Fund had amassed a position close to 2 per cent of outstanding Disney equity by October 2023.

Compliance 312

Compliance Technology Equity Marketability 312

Harvard Corporate Governance

NOVEMBER 8, 2023

Related research from the Program on Corporate Governance includes The Law and Economics of Equity Swap Disclosure (discussed on the Forum here ) by Lucian Bebchuk; The Law and Economics of Blockholder Disclosure (discussed on the Forum here ) by Lucian Bebchuk and Robert J. Steele are Partners at McDermott Will & Emery LLP.

Compliance 214

Compliance Equity Marketability 214

ThomsonReuters

JANUARY 6, 2022

Department of Labor Supplemental Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives (Dec. The DOL has issued a statement that supplements its 2020 information letter regarding designated investment alternatives with a private equity component (see our Checkpoint article ). News Release.

Equity 97

Equity Compliance 97

Harvard Corporate Governance

DECEMBER 11, 2023

Normal 0 false false false EN-US X-NONE AR-SA The Dodd-Frank Act, passed in 2010, directed the SEC to tighten the reins on private equity and hedge fund advisers by setting up a monitoring and reporting system. The SEC had predicted that advisers would spend only an additional $25,000 to $65,000 per year on compliance costs ( SEC Release No.

Compliance 275

Compliance Equity 275

Harvard Corporate Governance

AUGUST 14, 2022

Dry powder is partially fueling these transactions as private equity firms compete to buy the best companies at the best prices, pushing them to look at the public markets for inspiration. On the flip side, public companies have found it less and less appealing to be public, with more stringent regulatory compliance and listing requirements.

Private Equity Firm 255

Private Equity Firm Compliance Equity Marketability 255

Harvard Corporate Governance

APRIL 14, 2023

Walters, McDermott Will & Emery LLP, on Monday, April 10, 2023 Tags: compliance , Debt-like compensation , Disclosure , DOJ , process review , Sanctions U.S. Paramount Global Settles CBS – Viacom Merger Lawsuit for $122.5 Million Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Murphy, Julian L. André, and Sarah E.

Corporate Finance 229

Corporate Finance Compliance Marketability Finance 229

Harvard Corporate Governance

MAY 4, 2023

The amendments significantly expand the scope of the Form’s reporting requirements and increase the frequency of filings for large hedge fund advisers and private equity fund advisers. 1] Today’s amendments are the first step to reversing those initial, fruitful efforts at effective regulation.

Compliance 228

Compliance Equity 228

Harvard Corporate Governance

NOVEMBER 27, 2022

The most significant increase was found in companies’ use of diversity, equity & inclusion (DEI) goals, rising from 35 percent in 2020 to 51 percent in 2021, as investors and other stakeholders continue to focus on diversity—making it a priority for companies as well.

Compliance 351

Compliance Finance Equity Marketability 351

Complysci

JANUARY 26, 2023

Whether you’re a small broker-dealer or an enterprise-level private equity firm, your regulatory compliance program isn’t a one man show – even if the department is only made up of your chief compliance officer (CCO). For a regulatory compliance program to function appropriately, the entire advisory firm must play a role.

Compliance 52

Compliance Private Equity Firm Start-ups Equity 52

Harvard Corporate Governance

JUNE 30, 2023

Kushner, FTI Consulting, on Tuesday, June 27, 2023 Tags: Activism , banking systems , Capital markets , Mergers & acquisitions , Monetary policy , Proxy season Control Expropriation via Rights Offers Posted by Leeor Ofer (Harvard Law School), on Wednesday, June 28, 2023 Tags: Controlling shareholders , equity issuances , Preemptive rights , rights (..)

Corporate Finance 228

Corporate Finance Compliance Banking Finance 228

Harvard Corporate Governance

JULY 24, 2022

Posted by Carine Smith Ihenacho, and Severine Neervoort, Norges Bank Investment Management, on Sunday, July 24, 2022 Editor's Note: Carine Smith Ihenacho is Chief Governance and Compliance Officer and Severine Neervoort is Senior Analyst, Corporate Governance at Norges Bank Investment Management.

Banking 222

Banking Compliance Equity Marketability 222

Harvard Corporate Governance

NOVEMBER 11, 2022

Governance and the Decoupling of Debt and Equity: The SEC Moves. Tags: board diversity , Compliance & ethics , Diversification , Diversity , Executive performance , Managmenet. Gregory, Sidley Austin LLP, on Tuesday, November 8, 2022. Posted by Henry T. Hu (University of Texas), on Tuesday, November 8, 2022. Posted by Louis L.

Compliance 189

Compliance Banking Treasury Marketability 189

IVSC

MARCH 31, 2025

The FCA has observed a growing trend of retail investors, rather than just traditionally sophisticated investors, venturing into non-public assets such as private equity, venture capital, private debt, and infrastructure. This shift reflects a broader global trend. In the U.S., Will firms lead the charge in strengthening valuation governance?

Marketability 100

Marketability Equity Intangible Assets Compliance 100

Equidam

FEBRUARY 6, 2024

Equidam partner WE.VESTR is a digital platform designed to streamline equity management for startups and scale-ups, providing tools for managing cap tables, ESOPs, and investor relations in one integrated environment. It aims to simplify the complexities of equity distribution, making it accessible and efficient for founders and their teams.

Equity 64

Equity Start-ups Fair Market Value Marketability 64

RNC

MAY 18, 2025

In the dynamic world of entrepreneurship, startup valuation plays a pivotal role in shaping a company’s future—from fundraising to equity structuring. It also enables startups to gauge their market worth, plan for scalability, and decide when and how to raise funds or dilute equity. Why is Valuation Crucial for Startups?

Discounted Cash Flow 52

Discounted Cash Flow Comparable Company Analysis Equity Intangible Assets 52

Equidam

JUNE 10, 2025

This guide explains what BSPCEs are, how they compare to other equity incentives (like free shares/AGA, stock options, or RSUs), and the process of obtaining a BSPCE valuation. This win-win tax treatment for both employee and employer is why BSPCEs are considered one of the most favorable equity schemes in Europe.

Fair Market Value 59

Fair Market Value Start-ups Equity Compliance 59

Audit Board

DECEMBER 25, 2022

With increased regulatory scrutiny on cybersecurity, third-party exposure, and Environmental, Social, and Governance (ESG), compliance risk was a major concern for organizations in the past year. In 2022, AuditBoard hosted 40 audit, risk, and compliance webinars that attracted over 40,000 attendees. 2022 Compliance Webinar Trends.

Compliance 52

Compliance Start-ups Technology Equity 52

Equidam

APRIL 16, 2025

But there’s another important context where valuation comes into play: issuing equity compensation to employees. When you’re issuing equity to employees, you want the strike price to be low. Because equity is meant to be a reward a stake in the company’s future success. Now lets go deeper.

Equity 59

Equity Appraisal Compliance Finance 59

Harvard Corporate Governance

NOVEMBER 9, 2022

Compensation “actually paid” includes certain considerations for changes in pension value, above-market or preferential earnings on non-qualified deferred compensation, and changes in the value of equity awards throughout the year. the change in value of previously granted awards that vested during the year. Measuring the Performance Element.

Equity 225

Equity Total Shareholder Return Compliance Marketability 225

Harvard Corporate Governance

MARCH 27, 2022

In order to provide an overview for busy in-house counsel and compliance professionals, we summarize below some of the most important SEC enforcement developments from the past month, with links to primary resources. Birnbaum are partners at Morrison & Foerster LLP. This post is based on their Morrison & Foerster memorandum.

Compliance 247

Compliance Equity 247

Harvard Corporate Governance

MAY 17, 2022

These comments relate solely to the Prohibited Activity Rules that would forbid the following terms and conditions in investor advisory agreements: “Charging certain fees and expenses to a private fund or portfolio investment, including accelerated monitoring fees; fees or expenses associated with an examination or investigation of the adviser or its (..)

Compliance 222

Compliance Equity 222

Benzinga

APRIL 15, 2022

Key Takeaways: Boqii could face delisting from the NYSE after its market valuation fell out of compliance with NYSE rules. The company announced on Thursday it was notified by the New York Stock Exchange on April 5 that it had fallen out of compliance with a rule requiring listed companies to have market values of at least $50 million.

Compliance 98

Compliance Equity Marketability 98

Benchmark Report

APRIL 12, 2022

Benchmark International is pleased to announce the acquisition of Dublin-based Real Regulatory by private equity-backed tranScrip. Real Regulatory is a consultancy firm specialising in European regulatory affairs, quality systems and compliance for products including medicines, medical devices, and drug device combinations.

Private Equity Firm 98

Private Equity Firm Equity Compliance 98

Benzinga

SEPTEMBER 30, 2022

Workiva Inc (NYSE: WK ), a cloud application provider for reporting and compliance, attracted takeover interest from private equity firms. Thoma Bravo and TPG are among firms that have held financing discussions with direct lenders to support a potential transaction, Bloomberg reports. billion before.

Private Equity Firm 98

Private Equity Firm Compliance Finance Equity 98

Harvard Corporate Governance

MARCH 25, 2022

The Law and Economics of Equity Swap Disclosure. Tags: Capital formation , International governance , IPOs , Mergers & acquisitions , Private equity , SPACs , Special purpose vehicles. Securities Fraud Class Actions Against Non-U.S. Posted by David H. Kistenbroker, Joni S. Jacobsen, and Angela M. Special Committee Report.

Equity 189

Equity Appraisal Compliance Technology 189

Reynolds Holding

SEPTEMBER 26, 2024

Today, I plan to talk about how these efforts support a key aspect of our mission — to prevent and deter corporate crime by incentivizing corporations to invest in robust compliance programs and report misconduct when it occurs. And compliance professionals are charged with holding the line on compliance and good corporate culture.

Compliance 45

Compliance Start-ups Technology Finance 45

ThomsonReuters

MARCH 13, 2023

These investments marked a notable transformation in the profession, with the realization among private equity firms that investing in large accounting firms can yield great returns. For firms looking to attract private equity investors, there are several factors to consider and ways to help draw appeal.

Equity 59

Equity Accounting Firms Private Equity Firm Technology 59

Brian DeChesare

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may work with external partners, such as banks, but you do not advise them.

Corporate Finance 105

Corporate Finance Finance Treasury Banking 105

Harvard Corporate Governance

JANUARY 19, 2024

Cohen, Karessa L. Cain, and John R.

Compliance 100

Compliance Finance Equity 100

RNC

MARCH 13, 2025

Accurate reporting ensures transparency, accountability, and compliance with industry regulations, which is essential for sustainable growth. Regulators and auditors analyze financial reports to ensure compliance and prevent fraud. Regular audits and adherence to accounting standards help maintain transparency and legal compliance.

Business Valuation 52

Business Valuation Compliance Finance Equity 52

Audit Board

OCTOBER 31, 2022

The alliance extension allows companies to address their ESG initiatives by utilizing AuditBoard’s innovative cloud-based platform for audit, risk, and compliance management in combination with Deloitte’s Sustainability, Climate, and Equity services offering.

Compliance 98

Compliance Equity 98

Audit Board

MARCH 15, 2022

LOS ANGELES, CA - March 15, 2021 – AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, today announced that Josh Harding, former SVP, Finance and Operations at SailPoint ??(NYSE: SailPoint’s Josh Harding joins AuditBoard to help business scale through continued rapid growth.

Compliance 98

Compliance Corporate Finance Finance Equity 98

Brian DeChesare

OCTOBER 12, 2022

If you search for “how to start a private equity firm” online, you’ll find results that range from useless to tangentially useful to occasional nuggets of real wisdom. Starting a private equity firm is a bad decision for ~95% of people who work in the finance industry. How Does It Work? Degrees such as an MBA or a Ph.D.

Private Equity Firm 59

Private Equity Firm Equity Start-ups Marketability 59

IVSC

JUNE 14, 2023

She leads a team responsible for the valuation of the infrastructure and private equity asset classes. Hakim has performed valuations of equity and debt instruments across a broad spectrum of industries and geographies under the IPEV Guidelines. GAAP fair value guidelines.

Intangible Assets 130

Intangible Assets Corporate Finance Finance Equity 130

Harvard Corporate Governance

MAY 17, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, May 17, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of May 10-16, 2024 Fee Variation in Private Equity Posted by Juliane Begenau (Stanford University), and Emil Siriwardane (Harvard Business School), on Friday, May (..)

Compliance 100

Compliance Banking Equity Marketability 100

RNC

FEBRUARY 19, 2025

For small businesses and large corporations alike, goodwill valuation is essential for investment decisions, regulatory compliance, and strategic growth planning. Financial Statements & Taxation Accounting standards require businesses to record goodwill accurately and conduct periodic impairment testing to ensure compliance.

Intangible Assets 52

Intangible Assets Business Valuation Compliance Marketability 52