ESOP Management System
Complete equity compensation management: configure plans, issue grants, track vesting schedules, manage exercises, and provide employee visibility—all with automatic calculations and audit trails.
Complete Equity Lifecycle Management
From plan setup to exercise tracking, manage every aspect of your employee equity programs
Plan Configuration
Create and manage multiple ESOP plans with customizable vesting schedules, eligibility rules, and exercise terms. Support ISO, NSO, Phantom, and RSU plans.
- Multiple concurrent plans
- Flexible vesting templates
- Pool utilization tracking
Grant Management
Issue equity grants to employees with custom vesting schedules, exercise prices, and terms. Track multiple grants per employee across different plans.
- Automatic eligibility checks
- Custom vesting start dates
- Bulk grant issuance
Vesting & Exercise
Automatic vesting calculations with cliff periods, monthly/quarterly schedules. Track exercises, maintain history, and notify employees of milestones.
- Real-time vesting computation
- Exercise history tracking
- Automated notifications
ESOP Plan Configuration
Flexible plan templates supporting all equity compensation types
Plan Setup
Pool Utilization
Pool Health: Current utilization is within target range. 350,000 options available for future grants.
Plan Types Supported
Employee Grant Management
Track grants, vesting progress, and exercises for each employee
Employee Grant Details
Sarah Martinez - Engineering Manager
Grant #1 - 2024 Stock Plan
Granted: Jan 15, 2024
Total Options
10,000
Exercise Price
$5.00
Vested
5,000
Unvested
5,000
Vesting Schedule:
- 12-month cliff: Jan 15, 2025 (Completed)
- Next vest: 208 options on Feb 1, 2026
- Full vest: Jan 15, 2028
Grant #2 - Performance Grant
Granted: Jun 1, 2024
Total Options
5,000
Exercise Price
$7.50
Vested
0
Unvested
5,000
Vesting Schedule:
- 12-month cliff: Jun 1, 2025 (4 months away)
- Full vest: Jun 1, 2028
Equity Summary
Total Granted
15,000
Total Vested
5,000
Exercised
0
Unvested
10,000
Estimated Current Value
Based on 5,000 vested options at current fair market value
Exercise History
No exercises yet
Exercise history will appear here
Grant Documents
Automated Notifications & Milestones
Keep employees informed with automatic alerts for key equity events
Cliff Completion
Automatic notifications when employees complete their 12-month cliff and receive their first vested options.
Example: "Congratulations! You've completed your vesting cliff. 2,500 options are now vested."
Vesting Milestones
Monthly or quarterly updates on newly vested options, progress towards full vesting, and current equity value.
Example: "208 options vested this month. Total vested: 5,208. Progress: 52%."
Exercise Windows
Alerts for approaching exercise deadlines, post-termination windows, and expiration dates.
Example: "Your exercise window closes in 60 days. 5,000 options available to exercise."
Admin Dashboard Alerts
Pool Utilization Alert
2024 Stock Plan at 65% capacity. Consider expanding pool or creating new plan.
Upcoming Milestones
15 employees reaching cliff completion next month. Review grant documents.
Expiring Options
3 former employees have options expiring in 30 days. Send final reminders.
Employee Notifications
Grant Issued
New equity grant details, vesting schedule, and documents sent to employee.
Monthly Vesting Update
Progress report with newly vested options, current value, and next milestones.
Full Vesting Achieved
Celebration message when employee reaches 100% vesting with exercise options.
Audit-Ready & Compliance-First
Complete audit trails, metadata tracking, and document management
Full Audit Trail
Track every change with timestamps, user attribution, and reason codes. Complete history for audits.
Document Storage
Secure storage for grant letters, signed agreements, plan documents, and supporting files.
Role-Based Access
Granular permissions for admins, finance, managers, and employees. Secure data segregation.
Notes & Comments
HR and finance can add internal notes, comments, and context to any grant or plan.
Key Features
Everything you need for comprehensive equity management
Multiple Concurrent Plans
Run ISO, NSO, Phantom, and RSU plans simultaneously with separate pools and rules
Multiple Grants Per Employee
Track performance grants, refresh grants, and promotion grants with independent vesting schedules
Automatic Eligibility Checks
Define rules based on role, tenure, performance, or custom tags. System validates before granting
Custom Vesting Schedules
Override default templates per grant. Support cliffs, accelerated vesting, and custom milestones
Real-Time Vesting Computation
Dynamic calculation of vested/unvested options. No manual spreadsheets needed
Pool Utilization Tracking
Visual dashboards show granted vs remaining options. Alerts when pools are running low
Exercise History & Tracking
Record all exercises with dates, quantities, methods (cash/cashless), and valuations
Employee Self-Service Portal
Employees view their grants, vesting progress, current value, and download documents
Bulk Grant Issuance
Issue grants to multiple employees at once using CSV upload or eligibility filters
FMV Integration
Update fair market value to show employees current equity worth and potential gains
Termination Handling
Automatic calculation of post-termination exercise windows and option forfeitures
Total Compensation Integration
Equity value appears in compensation statements alongside salary and benefits
Ready to Modernize Equity Management?
Automate vesting calculations, track exercises, and give employees visibility into their equity compensation.