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Expertise
MenuCap Table Cleanup
Created 7 years ago in Business / Getting Started
Easily 2/3 of the companies I advise have problems with their capitalization tables and incentive grants.
Some people are overpapered, others are underpapered. Complicated vesting structures (or nonexistent vesting) that don't properly align incentives.
Sometimes the numbers don't even add up to 100%.
As an attorney (lawyer), I've helped dozens of companies (including my own) clean up their cap tables, and I can offer you plenty of best-practice thoughts and direction on the subject.
Software to use. Options vs RSUs vs Restricted Stock (and 83B considerations). Recommendations for vesting. Suggestions on communicating with existing shareholders as part of the restructuring. Developing standardized processes going forward. And lots more on the subject.
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Joey Katzen
Managing Director @ Hawaii Angels. Lead Mentor @ Blue Startups. Cofounder @ Vendormate. /// Multiple-exit Entrepreneur + Investor + Attorney.
Reviews (5)
Joey has great energy, gets right to the point, and was immediately problem solving with me. Really enjoyed the call.
Source: Clarity Daniel Esposito Apr 5, 2022Joey provided helpful information and perspective related to structure of shares for a start-up, keeping in mind future growth.
Source: Clarity Farshad Abasi Feb 10, 2020Great to talk to. Felt like I was speaking to a cofounder that was smarter than me.
Source: Clarity Kess Eburu Jul 19, 2019the startups.com platform
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