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ESOP Quarterly Vesting Calculations

Free

Free Excel Tool

  • Excel
  • ESOP
  • Vesting calculations
  • Free
best seller
481 happy users
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highly rated

testimonials

A few people like you recommend you check this out

If you like it too, send me an email so I can feature you here too, please!

Kareen Ayers

CEO & VCIO
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Thanks, Alexander, I discovered the absolute importance of tracking vesting through your vesting calculator.

Richard Woest

Controlling, Augmented Robotics
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The ESOP is great. We just started working with it and we really like it.

What

What are ESOP Quarterly Vesting Calculations?

It is an Excel spreadsheet that will help you to understand how quarterly vesting in ESOP structures work.

There are different ways to structure up your ESOP, but understanding the implications aren’t explained. This will help you to explain.

This is a download page (I made over 220 so FML I’ve lost the will to fill in for now!!) so there is a blog to read details about this.

who

Who needs a ESOP Quarterly Vesting Calculator?

Everyone in startup-related land needs to know about this topic. So whether you are a founder, investor or advisor, why not have a little play with this!

Startup founders

Startup is a huge pain in the rear! There is just so much to learn and figure out!

All my tools are designed to help you with one specific thing you can apply to either action on, or build on your learnings.

Even if you don’t need the tool now, you won’t waste your time reading the supporting blog (or watching a video if I made one) and then playing with the tool for 20 minutes.

You’ll be able to start getting some latent learnings that could help you understand the topic when it is a focus.

If the tool does help you now, then fantastic! Let me know about it over email or leave a comment on the page!

Investors

Investors are meant to know everything! The thing is, we both know that you don’t and you are always learning!

All my tools will help you to build on your learnings (for free) so you can be more proficient in your job and support founders better.

If you don’t understand founder needs, how are you going to do the ‘value add’ you keep talking about!

Startup advisors

If you are advising founders, then you know you can never stop learning! Regardless of the niche you focus on, it always useful to be able to touch on a topic.

My free tools will help you to understand a topic you don’t know a Scooby Clue about, or something you want to build knowledge on.

Note: These aren’t for sale or to white-label.

Details

What does the tool look like?

Here are a few images to have a little gander at for your viewing pleasure.

features

What can the model do?

These are some of the features in the model.

Explain complex calculations

You don’t know how this works

  • See the formulas
  • See charts

See sensitivities

Understanding is hard

  • Visualise implications of changes
  • Tables over time
  • Chart to visualise

Need

Why is my tool worth getting

  1. 1

    I make cool things (and am capable)

    • There is a lot of bla around by people who aren’t terribly good at Excel/PowerPoint etc
    • You’ll see attention to detail and actual thought put into what I gift you (so you aren’t wasting your time)
  2. 2

    My free tools are better than what some charge for

    • I only made tools because I couldn’t find anything I would use myself
    • Even if you don’t ‘actually need the tool’, the point is to teach you concepts you can apply
  3. 3

    I don’t have a hardcore marketing funnel

    • I make tools to actually help founders
    • You aren’t going to be hounded with emails to get you to buy things
    • Whilst I do sell some stuff, seeing the quality I give for free is way better marketing than using fancy words to convince you

read more

Read the full blog

This is a pretty page I have made so downloading tools is cleaner and simpler for you. I’ve moved blog details to blog(s). If you would like to read more, click on!

Guide

Other tools

Other related tools

You’re busy, so there are other great tools that I’ve made that might be of use to you. Here are some you can check out if you would like.

ESOP Dilution Calculator Tool

Learn more

ESOP Model

You can't afford top talent with just cash, so you need to incentivise them with options. What the heck does a structure look like? This is literally the only ESOP model on the internet! You will decide on a fixed structure and you will be able to apply it to every hire so every evergreen, promotion, and performance grants are defendable to keep everyone on board that you are always fair.

Learn more

ESOP Terms Cheat Sheet Tool

Learn more

Cap Table Tool

Learn more

Access

Get the tool for free

Fill in your details and it will be emailed to you.

I’m not sketchy, so here is everything you need to know just in case!

  • It is automatically emailed to you!
  • I’ll send you some emails about startup/investing after
  • You can unsubscribe whenever you want
  • Your data is never sold! I’m not organised to even do that lol
  • You agree to all T&C legal stuff (to cover my ass)

got questions?

FAQ

Check the FAQ if you are having issues. Don’t message me if “I can’t download the file”.

Is this free?

Yes.

How do I download?

Fill in your name and email in the submission form and it will be emailed to you.

I didn't receive the email?

My (automated) system works. You’ve done something basic wrong.

  • Check you input your email accurately
  • Check your spam folder (Whitelist me if you found the email in spam)
Can I get consulting to use the file?

Yes. You can book a consulting call here:

Book a consulting call

I have feedback to improve

I’d love feedback from you!

You can reach out to me through the contact page

Contact

How do I open the file?

When you press download in an email from me, it normally saves to your Downloads folder.

So go there first to find the file.

I normally have to ZIP the file so it will work with SaaS automation systems.

So get WinZip, WinRAR, use whatever Mac/PC offers these days. Unzip the file (Right click and press “uncompress” etc). If you don’t know how to do this, then use Google.

Once you uncompress, the ZIP file will remain and you will see a new file (sort download folder by date modified if confused).

I assure you that everything I provide works, so if you can’t access, it’s a ‘you’ problem.

Can I sell / share your tools?

No.

You can share a link to this page, which would be much appreciated!

Can I share your tools on social media?

Please share the link to this page. It would be super-appreciated, but only if you like it!

If you don’t like it, then leave a comment or shoot me an email first so I can take your feedback on board first and see if I can improve!

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Socials

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If you want to ‘follow’ me, have another platform to discuss, or just make me feel more popular than I am, then add me.

You can always defend me when I inevitably get cancelled for being honest, lol.

 

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