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How to Draft Disclosure Schedules

Lynne Zagami, Vice President, Customer Success Private Markets

The Same Deal is the Better Deal: Why Standardization is Good

Jen McPhilimy, Vice President, Private Markets Design

Is an Automated Equity Financing Right for You?

Jen McPhilimy, Vice President, Private Markets Design

Doing the Split — What are Stock Splits and Should your Company Undergo One?

Fidelity Private Shares

Skip the Triplicates: How to Get a TCC for Electronic IRS Filings

Fidelity Private Shares

Navigating QSBS: The Tax Savings Heard ‘Round the Startup World

Kaitlyn Carlson, Founder & CEO at Civitas Financial

What Defines a Startup?

Fidelity Private Shares

The Four Biggest Myths About Choosing Between an LLC and a C Corp

Fidelity Private Shares

What is a Management Rights Letter?

Fidelity Private Shares

Alternatives to Equity Financing: When There’s Not Quite Enough in the Couch Cushions

Fidelity Private Shares

Startup Legal Fees: All the Ways Lawyers Can Charge You

Fidelity Private Shares

My Co-Founder Just Left, Now What?

Fidelity Private Shares

What Should I Know About Share Purchase Price Below Fair Market Value?

Fidelity Private Shares

Falling Short of Your Fundraising Goals: Considerations for Next Steps

Fidelity Private Shares

A Step-by-Step Guide to Hiring a Lawyer

Fidelity Private Shares