Resources | Nth Round

Modern CFO Podcast

See All

Episode

The Journey to Interplanetary Innovation with Relativity Space CFO Mo Shahzad

Episode

Leveraging "The Venture Mindset" with Ilya Strebulaev

Episode

The Force Multipliers Fueling Fanatics' Success with CFO Glenn Schiffman

Cap Table Management

See All

Vintage stock certificate displayed beside a laptop showing Nth Round’s shareholder ownership interface, with stock ledger and corporate records books in the background. The image illustrates the transition from traditional stock certificates to modern dig

Cap Table Management

Stock Certificates for Private Companies: A Complete Guide

Learn how stock certificates work, the difference between certificated and uncertificated shares, and how private companies issue, transfer, replace, and manage certificates.

Cap Table Management

How to Go Digital & Future-Proof Your Cap Table

Learn how digital cap tables help private companies future-proof ownership records, reduce spreadsheet risk, and improve reporting.

Cap Table Management

5 Signs It’s Time to Upgrade How You Manage Your Cap Table

See 5 signs your cap table process needs an upgrade, including spreadsheet risk, outdated records, investor readiness, and audit concerns.

Stakeholder Communication

See All

Nth Round guide to shareholder communication for private companies, featuring a digital dashboard for company updates, ownership information, governance, distributions, and secure shareholder access.

Stakeholder Communications

The Complete Guide to Shareholder Communication for Private Companies

Learn how private companies can communicate better with shareholders, provide context around company performance, improve access to ownership information, and build a process that scales.

Family business executives meeting while a family shareholder outside the day-to-day business remains connected through ownership, illustrating the distinction between management and shareholder roles.

Stakeholder Communications

Managing Family Shareholders Who Don’t Work in the Business

Learn how family businesses can manage shareholders who don’t work in the company, from communication and governance to distributions, records, and liquidity.

Stakeholder Communications

Why Shareholder Communication Breaks Down – And How to Fix It

Learn why shareholder communication breaks down and how private companies can improve transparency, trust, and engagement.

Equity Operations

See All

Nth Round blog hero comparing Form 1099-DIV and Schedule K-1, featuring a female finance professional reviewing tax documents. The visual explains that Form 1099-DIV reports certain dividends and distributions, while Schedule K-1 reports an owner's share of income, deductions, credits and other tax items from a pass-through entity. It highlights shareholder tax reporting, cap table management, ownership records and shareholder administration for private companies and family businesses.

Equity Operations

1099-DIV vs. Schedule K-1: What Private Companies and Shareholders Should Know

Learn the difference between Form 1099-DIV and Schedule K-1, why private-company owners may receive them, and what companies need to keep organized.

Nth Round blog hero featuring a female finance professional reviewing shareholder records and a tax-season readiness checklist alongside K-1 and 1099-DIV forms. The image highlights current shareholder information, ownership changes, distribution records and supporting documentation needed before tax season. It illustrates accurate cap table management, shareholder management, ESOP administration and governance for private companies and family businesses, with Carta and Pulley as related industry platforms.

Equity Operations

What Shareholder Information Should You Have Before Tax Season?

Learn what shareholder information private companies should review before tax season, from ownership changes and distributions to contact and entity records.

Nth Round blog hero showing a professional reviewing a shareholder tax reporting checklist alongside ownership records, a digital shareholder dashboard, and K-1 and 1099-DIV forms. The image highlights accurate shareholder information, year-round ownership tracking, distribution reconciliation, and tax-season readiness for private companies and family businesses, supporting cap table management, ESOP administration, shareholder management, and corporate governance.

Equity Operations

Private Company Shareholder Tax Reporting: What Ownership Teams Need to Know

Learn what private-company ownership teams should know about shareholder tax reporting, from ownership records and distributions to 1099-DIVs and K-1s.