ESOP and Equity Agreement Management

Generate and track ESOP and equity agreements against approved grant terms, with every action logged.

  • ISO 27001 certified
  • SOC 2 Type II certified
  • Zero data retention
  • Full audit trail

The manual pain

Equity paperwork is high-stakes and detail-heavy, and a wrong vesting date or grant figure carried by hand can cost real money.

What the agent does

The agent drafts each grant agreement from approved terms, tracks vesting and acknowledgements, and flags inconsistencies for review. A person owns the grant before it is finalized.

What You Get

Concrete outputs, each one cited, logged, and reviewed by a person before it is relied on.

Grant agreement drafts
Vesting and acknowledgement tracking
Logged action trail

Runs on the Unified AI Execution Layer

This agent runs through the same governed path as every CreateOS workflow: routed to the right model, policy-checked before it acts, validated before it answers, and logged for audit.

Give Us One Stuck Pilot.

We'll have it in governed production before your next board meeting.