Equity Management
General info
- Grant shares or options to employees using FPS.
- FPS can also help them set up or upload their Stock Incentive Plan.
- Request a 409A Valuation seamlessly through the platform.
- As their company grows, the cap table instantly reflects changes and keeps their ownership up to date because our cap table management was designed to scale with their growth.
How to demo grant shares or options workflow
- Equity promises that were made in offer letters are listed on the grants page so they don't get lost.
- Flexibility in vesting schedules, cliffs, acceleration.
- Constraints page tells you if you're complying with plan rules, IRS and SEC rules.
- Companies can use their own plan and forms that they got from their attorney or use our templated forms (in the former case, this article on uploading your SIP is super helpful)
- We provide flexibility in the board approval process - generating a consent, letting them upload one they've already done (consent or minutes), or kicking off a new workflow to draft the approvals.
- After legal review, the board signs, the company signs, and then the grantee signs.
- Docs go into the data room automatically and the cap table is automatically updated.