WELCOME TO YOUR STOCK OPTIONS MANAGEMENT TEMPLATE: VISIBILITY ON THE PROCESS AND FRUSTRATION FREE.

<aside> <img src="/icons/sun_gray.svg" alt="/icons/sun_gray.svg" width="40px" /> HEY, I AM YOUR SHADOW COO

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<aside> <img src="/icons/departures_gray.svg" alt="/icons/departures_gray.svg" width="40px" /> I am part of a community of content creators and experts specializing in legal and finance operations for global companies.

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<aside> <img src="/icons/departures_gray.svg" alt="/icons/departures_gray.svg" width="40px" />

To keep learning, subscribe to Shado's Newsletter or book an ESOP Masterclass.

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Support our work by getting a copy of this Dashboard from Notion marketplace.

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Any questions? be in touch [email protected].

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<aside> <img src="/icons/push-pin_gray.svg" alt="/icons/push-pin_gray.svg" width="40px" /> You can keep the “INSTRUCTION” section and use it as a checklist for internal purpose.

• INSTRUCTIONS </aside>

<aside> <img src="/icons/database_gray.svg" alt="/icons/database_gray.svg" width="40px" /> GENERAL ESOP PROCESS IN 10 STEPS

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• INSTRUCTIONS
• ESOP 10 STEPS PROCESS

<aside> <img src="/icons/table_gray.svg" alt="/icons/table_gray.svg" width="40px" /> ESOP TERMS & GRANT TRACKER

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• INSTRUCTIONS

[Company Name] - ESOP Terms & Grants Tracker

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TEAM COMMUNICATION

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(Coming soon) Offer Letters, incl. stock options simulator

💜 Team deck: Stock options 101

Email template — Grant announcement to team

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BOARD MEMBERS & STOCKHOLDERS COMMUNICATION

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• INSTRUCTIONS

Email Template - Board Members & Investors

Board Approval

Voting threshold: [add %]

Board Members: [add names]

Signature process: [add]

Stockholders Approval

Voting threshold: [add %]

Required Investors: [add name]

Signature process: [add]

<aside> <img src="/icons/mail_gray.svg" alt="/icons/mail_gray.svg" width="40px" /> SERVICE PROVIDERS COMMUNICATION

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Email Template — Instructions to Lawyers

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LOCAL FILINGS TRACKER

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• INSTRUCTIONS

[🇫🇷 Country]

• Grant date: [add]
• Exercise date: [add]
• Annual filings: [add]

🇺🇸 [Add State]

• Grant date: [add]
• Exercise date: [add]
• Annual filings: [add]

[🇫🇷 Country]

• Grant date: [add]
• Exercise date: [add]
• Annual filings: [add]

[🇫🇷 Country]

• Grant date: [add]
• Exercise date: [add]
• Annual filings: [add]

<aside> <img src="/icons/checkmark_gray.svg" alt="/icons/checkmark_gray.svg" width="40px" /> ESOP SANITY CHECK

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