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Capability 09 / 16

ESOP design & administration

Design the promise now so it still works when employees leave, exercise or sell.

SeedGrowthScale
Pool intelligenceIllustrative view
8.0%fully diluted pool
67%allocated
GrantedVestedExercisedLapsed
Illustrative pool, vesting and dilution position.FV / 09
Operating signal8.0%fully diluted pool
Secondary signal67%allocated
Best introducedSeedBefore promising equity, creating a round-linked pool or opening employee liquidity.
The operating brief

Three moves.
One accountable outcome.

01

Size the pool against the hiring plan and model founder dilution

02

Draft vesting, leaver, acceleration and exercise mechanics

03

Administer grants, valuations, accounting, tax and liquidity events

Output registerFV—09

What lands in your data room

Scheme and approval set

Grant and vesting registers

Fully diluted cap table and exit waterfall

Discuss this capability

Need this to work with the rest of finance?

It will. That is the point of one operating team.

Discuss your setup