Run your employee share option plan in one place
Every option holder, grant, vesting date and certificate, kept up to date for you. The right people approve, the right people are reminded, and every document is one click away.
Free to start · invite your team afterWhat the ESOP dashboard does
- Register of option holders
- Each holder's grants, including top-ups, options per tranche, what has vested and what is next, for active holders and leavers.
- Vesting worked out for you
- Enter each batch's vesting start once; every tranche date follows, with the next vesting and who is in it always on screen.
- Alerts before each vesting
- Choose who is emailed and when: four weeks, two weeks, one week before, on the day, or any number of days.
- Approvals
- Choose your approvers. They approve the issue of option certificates on the dashboard or straight from an email, and the date and approver are recorded.
- Certificates and signing
- Certificates are numbered in sequence and can be signed online with FD Sign, then filed on each holder's record.
- All the documents
- ESOP rules, resolutions, Letters of Grant and option certificates in one place, searchable, and downloadable as a zip.
- Access you control
- Admins, editors and view-only access for your team; on Premium, each holder can see their own options and nobody else's.
Getting started
- Create your dashboardSign in with an FD AI account and name your company.
- Add batches and holdersOne by one, or import them from a spreadsheet.
- Choose approvers and alertsWho approves, who can open it, and who is reminded before each vesting.
What a well-run ESOP keeps track of
- The plan and its approvals
- The ESOP rules and the board or shareholder resolutions that set up the plan and the option pool.
- Each grant
- A Letter of Grant for each holder, with the number of options, the vesting schedule and any top-up grants.
- Vesting and certificates
- Which tranches have vested, and an option certificate for each, numbered and signed.
- Leavers
- What a good or bad leaver keeps under the plan rules, recorded on the day they leave.
Common questions
Who is the ESOP dashboard for?
Companies with an employee share option plan, from a first handful of holders to many batches, and the lawyers or finance team who look after it.
Can my team use it?
Yes. Add people by email as Admin, Editor or View only, and choose who approves certificates and who gets vesting alerts.
Can employees see their own options?
On Premium, holder access lets each option holder sign in and see only their own options, vesting dates and documents.
Can Founders Doc set it up for us?
Yes. Founders Doc can load your existing register and documents and run the vesting process with you. Contact us to arrange it.
Does it replace legal advice on the plan?
No. It keeps your plan's records and process in order. For the plan rules themselves, or a leaver dispute, talk to a Founders Doc lawyer.
Also from Founders Doc
More free templates
Create your ESOP dashboard
Free to start · invite your team after. A Founders Doc lawyer is one click away if you want help.
This page is general information, not legal advice. Every deal is different — for advice on your situation, talk to a Founders Doc lawyer.