Key features of the ESOP financial model

ESOP Model

An insightful and useful model needs to work for you, not against you.

My models do require thought on inputs, but I walk you step by step with everything you need to do to support you to derive all the outputs that you need without any coding.

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Features in the ESOP model

A brief overview of some of the features of the ESOP Excel tool.

Engage your team by showing them the value of their options

Visualise with staff how much their options will be worth depending on the exit you achieve together

Clarify what success will mean to them
Show the $ value of their vested, and unvested options
Pull up each staff with a drop-down menu
Visualise how much money employees can make

Esop-1 returns to individuals

Plan the size of the ESOP you need to make for each round

Create just the plan you need for the stage you are at.

Compare what investors are asking for against the size of your current ESOP
Plan your ESOP over 5 years and see the potential impact
Build your hiring plan to negotiate with VCs so you avoid unnecessary dilution

ESOP-2 hiring plan

Create a structured ESOP in simple steps

Follow the steps to create a program based on VC best practice

Create a professional program without much thought
Market assumptions pre-selected for you to use (if you don’t know better)

Run scenarios to see the potential impact of funding rounds on dilution

See the how potential rounds could impact you.

Quickly input 6 years of funding rounds to plan your future
Do both priced and convertible rounds
Time based math enables you to understand exact situation

Maintain staff in one sheet and the model populates automatically across sheets

Model is structured to be simple to use and maintain with conditional formatting built in.

Maintain current and terminated employees
Set up starting grants to all staff
Track up to 150 staff

Track ESOP year on year for 5 years

The model is designed to be easy to understand and be as consistent as possible to avoid mistakes.

Each year has one sheet for annual planning
Consistent structure to understand and track your structure
Easily understand who was awarded what kind of grant

Grant performance and retention schemes with drop-down menus

I’ve modeled this to be ridiculously simple to use once you understand the foundational concepts.

Grant promotion, performance, and evergreen incentives annually
Drop down No to Yes and the math for your scheme is automatically applied
Salary changes can be input and all the math is applied as needed

esop-7 Grant performance and retention schemes

Heavy lifting done for you

The model was a lot of work! But I’ve tried to hide as many formulas as possible to not overwhelm you to leave you to only see outputs and inputs.

61,947 formulas do all the calculations for you
Just fill in assumption boxes and review the outcomes
Completely open model, you can check all the formulas

esop-8 extensive esop calculations

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You can head back to the model page:

MODEL

ESOP model sheets

See all the sheets to learn more:

Sheets

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Key features of the ESOP financial model

Features in the ESOP model

Engage your team by showing them the value of their options

Plan the size of the ESOP you need to make for each round

Create a structured ESOP in simple steps

Run scenarios to see the potential impact of funding rounds on dilution

Maintain staff in one sheet and the model populates automatically across sheets

Track ESOP year on year for 5 years

Grant performance and retention schemes with drop-down menus

Heavy lifting done for you

Back to the ESOP model

ESOP model sheets

Comments (0)

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