Accurate Data, Better Investment Decisions, Faster Response
The power of Shareholder Analytics and Data Management at your fingertips in a comprehensive software platform.
Shareholder InSite delivers more visibility for private companies and their investors.
For Portfolio Companies
The Most Comprehensive solution for accurately analyzing, managing and reporting shareholder data
For Venture Capital & Private Equity Firms
The Leading Platform supporting the Fund-Level collection, analysis and reporting of portfolio company documentation and data.
Company Blog
May 31, 2012
Thomas Miller, CFA President, Quist Valuation
Facebook’s public offering is all over the news. But attorneys Cory Slagle and Lisa Van Fleet of Bryan Cave LLP, executive benefit and compensation consultants have captured another aspect of the deal that Quist Valuation, (A key Shareholder InSite strategic partner) finds interesting. (FB 409a)
Here’s the CliffsNotes Version:
(Wow, did that make me sound old!)
- The Winkelvoss twins, Harvard students and the guys who had the idea for FB but were not able to execute due to crafty Mr. Z who knew a good idea when he saw it, and ran with the concept cashing in big time.
- The twins sued Mr. Z and settled in 2008 based on a valuation created from an investment in the company made by Microsoft (a seemingly good measuring stick)
So everyone wins right? Not so much. The lesson behind this story is the importance of knowing your T&C’s, information that should be clearly revealed in a 409a valuation. These entrepreneurs could have used a guide to show them how the terms and conditions impact the value of the securities they owned. Like many disagreements that end up in court, there are a few things that rate a closer look including:
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Company News
Square 1 Bank and Shareholder InSite to Develop Strategic Partnership
April 24, 2012; Menlo Park, CA
Today at the opening of NVCA 2012, the Annual Meeting of the National Venture Capital Association, Square 1 Bank, a premier provider of financial services to entrepreneurs and their investors, announced it has signed a letter of intent to develop a strategic partnership with Shareholder InSite to provide shareholder administration tools to venture capital and private equity firms and their portfolio companies.
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Shareholder InSite & Quist Valuation Unveil First Integrated Analysis Administration Software Solution for VC/PE Organizations & Their Portfolio Companies
April 24, 2012; Santa Clara, CA, Boulder, CO and Nashville, TN –
Today at the NVCA 2012 Annual Meeting (annualmeeting.nvca.org), Shareholder InSite and Quist Valuation unveiled an industry‐leading comprehensive software suite allowing Venture Capital/Private Equity investors to model and analyze the status and performance of investments, as well as to track, administer and report shareholder data.Developed in response to strong demand and feedback from the VC/PE community, the Shareholder InSite platform is the result of a partnership between the two companies announced in March 2012. “Our jointly developed software combines the best features of the former Qval and CapControls products, as well as powerful new features into a fully integrated Software as a Service (SaaS) application,” said Brett Suchor, CFA, ASA, President of Shareholder InSite. The new platform integrates improved iterations of Qval (addressing the needs of VC/PE organizations) and CapControls (for private companies).
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