How it works
The ESOP
The ESOP screen tracks the option pool, individual grants and their vesting tranches, and can import a grant letter rather than retyping it. The pool counts in fully-diluted ownership even before options are exercised, so recording a grant here is what keeps the round model and the profile's ownership figures honest. The ESS workpaper covers the reporting side.
Where: Company hub, ESOP
Read next
- Record option grantsGuide