Cluster: Startup fundamentals

General

​Startup​
​Dilution​

Equity

Equity compensation
​Convertible note​
​Preferred stock​
​Common stock​
​Founder preferred stock​
​Cap table​
​Warrant​
Stock options
​Advisory shares​
Restricted Stock Unit (RSUs)
​Restricted stock award​
Options pool
​Options pool shuffle​
Outstanding shares
​Liquidation overhang​
​Liquidation preference
​Exercise options​
​Exercise window​
Acceleration
​Vesting​
Vesting schedule
Vesting Cliff
Single Trigger Acceleration
Double Trigger Acceleration
​Phantom Stock​
​Stock Appreciation Rights​
​Incentive stock option (ISOs)
Nonstatutory stock options (NSOs)
​Early exercise​
​Cashless exercise​

Tax

​Internal Revenue Code section 409a​
​Alternative Minimum Tax​
Ordinary Income tax
Employment taxes
Long-term capital gains
Short-term capital gains
83(b) election
​409a​

Startup stages

Bootstrapping
Seed
Series A
Series B
Series C
Series D
Series E
​IPO​

Funding

​Venture capital​
​Angel investor​
​Startup incubator​
​Crowdfunding​
​Term sheet​
​Secondary offering​

Legal

Founder/Advisor Standard Template (FAST)

Benefits

401k

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People operations

Venture capital

Product strategy

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