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83(b) Election

83(b) Election

An 83(b) election is the IRS filing under Section 83(b) that recognizes income at grant rather than at vesting. It must be filed within 30 days of receiving restricted stock or early-exercising stock options, locking in the (typically near-zero) grant-date fair market value for income-tax purposes and starting the long-term capital-gains holding period immediately. It is one of the highest-leverage tax moves in the startup playbook and one of the most-painful mistakes to miss.

The mechanic and the math:

  • Without 83(b): as restricted stock vests, the recipient recognizes ordinary income on the spread between purchase price and fair market value at each vesting date. As the company's 409A climbs, the tax bill at each vesting ev...


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Founder Clawback

Founder Clawback

A founder clawback is the contractual provision allowing the company to reclaim a founder's vested equity under defined trigger events. Trigger events typically include termination for cause, breach of restrictive covenants, fraud, or material misconduct, with reclamation structured as a forced repurchase at a defined price (often original purchase price), representing an aggressive expansion of standard vesting and repurchase rights. It is the most punitive of the founder-control mechanisms and a provision that signals an unusually aggressive negotiating posture by investors.

The standard structure of a founder clawback:

  • Trigger events: typically defined narrowly to include termination for cause (fraud, willful misconduct...


Article

Equity Administration

Equity Administration

Equity administration is the ongoing operational work of maintaining the cap table and managing equity-related processes. It covers processing equity transactions, managing vesting and 409A valuations, generating legal documents, supporting employee questions, ensuring securities compliance, and providing equity data for board meetings, financings, audits, and exits. It's the invisible operational discipline that keeps the cap table accurate as the company grows.

The activities:

Cap table maintenance:

  • Record every equity transaction.
  • Reconcile cap table software with stockholder records.
  • Maintain accurate ownership percentages.

Option grants:

  • Board approval workflow.
  • Generate grant agreements.
  • Send to employees for ...


Article

Convertible Note

Convertible Note

A convertible note is a short-term debt instrument that converts into equity at the company's next priced round rather than being repaid in cash. It typically carries four key terms: an interest rate, a maturity date, a conversion discount, and often a valuation cap, combining the speed of a loan with the upside structure of equity. It was the dominant pre-seed and seed instrument from roughly 2005 until 2013, when Y Combinator introduced the SAFE and the market gradually shifted.

The four key terms, with typical 2025 ranges:

Term Typical range What it does
Interest rate 4-8% per year Accrues until conversion; rarely paid in cash
Maturity 18-36 months Note must convert, be repaid, or be extended by this date
Conv...


Article

Cashless Exercise

Cashless Exercise

Cashless exercise is the option-exercise method where the holder simultaneously exercises options and sells enough resulting shares to cover the strike price and tax withholding. It lets the holder convert vested options into net shares (or net cash) without putting up cash for the exercise, typically requiring a public market or a contemporaneous private secondary, making it standard at public companies but rare at private startups absent a tender offer. It is the practical solution to the cash-binding problem of traditional exercise at companies where the strike-price outlay would otherwise be substantial.

The two main cashless exercise variants:

  • Cashless exercise and hold: holder exercises all options, sells just enoug...


Article

Exit Multiple

Exit Multiple

An exit multiple is the valuation multiple at which a company is acquired or goes public, most commonly revenue, EBITDA, or ARR multiples. Common variants include revenue multiple, EBITDA multiple, ARR multiple for SaaS, or user-count multiple for consumer products. It is used to compare exits across deals, inform founder valuation expectations, and serve as a primary lens through which strategic acquirers and PE firms evaluate targets. It is the shortcut metric most M&A conversations actually run on, despite the existence of more sophisticated valuation methodologies.

The major multiples by business model: SaaS / subscription: typically valued on ARR multiple (annual recurring revenue), with public-market multiples ranging fr...



Article

IPO

IPO

An initial public offering (IPO) is the process of selling shares of a private company to the public for the first time. Listed on NYSE, Nasdaq, or international equivalents, an IPO is traditionally the marquee exit path for venture-backed companies, with investment-bank underwriters pricing the offering, allocating shares to institutional buyers, and the company raising primary capital in the process. It is also one of the rarest exit outcomes statistically, despite getting the bulk of the press coverage.

The standard process runs roughly: file a confidential S-1 with the SEC, respond to SEC comments through 2 to 4 rounds, conduct a [Roadshow] where executives pitch institutional investors over 1 to 2 weeks, price the offering the nigh...



Article

QSBS

QSBS

QSBS (Qualified Small Business Stock) is an IRS provision under Section 1202 that excludes up to $10M-$15M (or 10x basis) in capital gains from federal tax. The One Big Beautiful Bill Act (signed July 4, 2025) created a two-regime structure: stock issued on or before July 4, 2025 follows the pre-OBBBA rules ($10M or 10x cost basis cap, $50M gross-assets ceiling, 5-year hold for the full exclusion); stock issued after July 4, 2025 follows the OBBBA rules ($15M cap inflation-adjusted after 2026, $75M gross-assets ceiling, tiered holding with 50% exclusion at 3 years, 75% at 4 years, 100% at 5 years, maximum exclusion up to $750 million). The exclusion is available to founders, early employees, and early investors. It is one of the most v...



Article

Cofounders & Team

Cofounders & Team

The people side of building a company. This cluster covers founder roles and dynamics, the executive lineup, the hiring sequence, sales and customer success roles, compensation and equity, performance management, layoffs and severance, and the culture and operations that determine whether the team holds together. 63 entries.

If your business succeeds or fails on hiring (most do), this is the cluster you live in.

Founder roles and titles



Article

Equity & Ownership

Equity & Ownership

The structural mechanics of who owns what. This cluster covers cap tables, stock classes (common, preferred, restricted), options (ISO, NSO, exercise mechanics), vesting and acceleration, anti-dilution provisions, preferred stock terms (preferences, ratchets, protective provisions), SAFEs and warrants, equity tax planning (83b, QSBS, AMT), and the administrative infrastructure (cap-table software, equity admin) that keeps it all clean. 80 entries.

This is the most consequential cluster for founder economics. The decisions here echo across every future round and exit.

Cap tables and ownership math



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