ESOP and Equity Agreement Management
Generate and track ESOP and equity agreements against approved grant terms, with every action logged.
What It 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.Without it: Equity paperwork is high-stakes and detail-heavy, and a wrong vesting date or grant figure carried by hand can cost real money.
- Takes the grant figure from the board minute, not the offer conversation
- Checks the pool has headroom before a grant agreement is drafted
- Vesting commencement is reconciled against the joining date held in the HR system
- Flags a leaver whose unvested tranche still shows as live on the cap table
Illustrative example
The board approves a 40,000-option grant to a new VP of Engineering with a one-year cliff. The agent drafts the agreement from the minute, and flags that the cap table has vesting starting on the board date while the HR record shows the employee joining six weeks later. The equity owner decides which date governs before the grant is finalized.
Cap table
Pool headroom, vesting
Grant templates
Cliff and vesting wording
Board records
Approved grant figure
HRIS
Joining dates, leavers
ESOP and equity agreement management
SuggestStarts when
A board or committee approves an equity grant
How far it goes
it proposes, and a person approves before anything commits
Grant agreements
Drafted from the minute
Vesting, acknowledgements
Tracked
Action trail
Logged
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