Agents check every grant against plan limits and the cap table.
- Draft plan documents and grant letters from approved templates
- Check each grant against plan limits and the cap table
- Prepare board and shareholder approval papers
- Track vesting schedules and filing dates
A corporate lawyer decides the plan design and tax treatment.
- Plan design and tax treatment
- Exceptions for individual grants
- The approval route and its timing
- Final grant documents
You issue grants with the approvals already in order.
- Equity plan
- Grant letters
- Approval resolutions
- Vesting schedule