CFO
The CFO Hiring Playbook
A comprehensive guide to hiring your next Chief Financial Sphere Officer, from defining the role to closing the candidate.
Read more →Sphere Thoughts by Leaders for Leaders
Insights from experienced private company leaders and industry experts.
Talent
CHRO
The CHRO Hiring Playbook
How to find and hire a Chief Human Resources Officer who can scale your people operations alongside your business.
Read more →CMO
The CMO Hiring Playbook
Everything you need to know about hiring a Chief Marketing Officer for a high-growth private company.
Read more →CRO
The CRO Hiring Playbook
A practical guide to identifying, evaluating, and hiring a Chief Revenue Officer who can accelerate growth.
Read more →Equity
Liquidity Guide
The Complete Liquidity Guide
Your comprehensive guide to understanding liquidity options for private company equity — from secondary sales to tender offers and everything in between.
Get the GuideDebt
The State of Venture Debt
An overview of the current venture debt landscape and what it means for private companies seeking non-dilutive capital.
Read more →409A
409A Valuation Explained
What every private company leader needs to know about 409A valuations and their impact on equity compensation.
Read more →Options
Understanding Stock Options
A clear breakdown of stock option types, vesting schedules, exercise windows, and tax implications for employees.
Read more →ISO
ISO Expiration: What You Need to Know
Critical timelines and considerations around incentive stock option expiration that every equity holder should understand.
Read more →History
A History of Secondary Stock Sales
How secondary transactions have evolved from niche arrangements to a critical component of private market liquidity.
Read more →QSBS
QSBS Section 1202 Guide
How qualified small business stock exclusions work and strategies to maximize your tax benefits under Section 1202.
Read more →Legal
Legal Guide to Secondaries
The legal framework around secondary stock transactions, including ROFR provisions, transfer restrictions, and compliance.
Read more →Wealth
Wealth Planning for Equity Holders
Strategic approaches to managing concentrated equity positions, diversification, and long-term financial planning.
Read more →Broken
Why the Stock Option System is Broken
An analysis of the structural problems with how stock options work today and the impact on employees and companies alike.
Read more →83(i)
Section 83(i) Tax Law Explained
Understanding the tax deferral election under Section 83(i) and how it changes the game for private company employees.
Read more →Tax
The Tax Hit on Tender Offers
What participants need to know about tax obligations when selling shares through company-sponsored tender offers.
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