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Employment & HR

AI Equity Compensation Explainer

Get equity analysis report - just enter offer details, company stage, vesting.

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01

How it works.

Equity Compensation Explainer: provide offer details, company stage, vesting and get a complete equity analysis report in minutes - including valuation scenarios, tax considerations, exercise math. Free AI workflow, no signup required to preview.

Personal financial plan document with savings and retirement charts beside a goals notebook
Employment & HR
Goals, sequencing and trade-offs on one page — a plan you can act on this month, not just admire.
What you provide

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Dark strategy room with a growth roadmap and funding milestones written on a glass wall
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Equity-comp explainer (grant mechanics, 409A/strike, vesting, tax, exit scenarios).
Format & standard
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What good looks like.

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What it must include

Criteria
  • 01Grant type and mechanics (ISO/NSO/RSU)
  • 02strike price, FMV (409A), and current paper value
  • 03vesting schedule + cliff
  • 04ownership % and fully-diluted basis
  • 05dilution-risk and preference-stack caveat
  • 06tax treatment (ISO AMT, NSO ordinary, RSU at vest, 83(b))
  • 07exercise-cost and liquidity scenarios (exit valuations)
  • 08what the equity is/isn't worth
  • 09questions to ask employer
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Signals of expertise

Quality
  • ★409A FMV vs preferred price, liquidation-preference stacking eroding common value
  • ★ISO AMT and 83(b) early-exercise
  • ★"% of fully-diluted" framing
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Common mistakes

Pitfalls
  • ×Valuing equity at preferred price ignoring preference stack/dilution
  • ×conflating ISO/NSO/RSU tax
  • ×ignoring strike/exercise cost
Founder mapping a fundraising plan with sticky notes and a runway chart on a bright wallSequenced
Milestones in order, with the trigger that moves you from one phase to the next.
Break-even chart sketched on graph paper beside a pencil and calculator in sunlightQuantified
Every plan carries the maths behind it — targets, breakeven and the cash it consumes.
Laptop showing a cap table and equity scenario spreadsheet on a bright deskScenario tested
Shows what happens if the timing slips, because it usually does.
Glowing emerald green growth curve projected across a dark wall
A strategy is a set of choices with numbers attached — everything else is a wish list.
Advisor reviewing a finished financial plan with a couple at a sunlit table
Ready when you are

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Get your ready-to-use equity analysis report