ESOP Terms Cheat Sheet

Free

Here are all the key ESOP terms you need to know. If you want to download it in a nice little PDF

  • Learn about ESOP
  • Key terms
  • Crash course
  • Simple PDF
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What

What Is an ESOP Terms Cheat Sheet?

Tl;dr: this is a PDF with the key bits you need to know about ESOP. 

ESOP stands for employee stock ownership plan. Also known as how your staff can get rich too.

This is yet another topic that you need to learn about, so this is just a crash course for you to learn the key terms.

Details

What Does the Tool Look Like?

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

Need

Why Do You Need an ESOP Terms Cheat Sheet?

  1. 1

    Learn the Basics Quickly

    • You are busy
    • This is a crash course on the key terms to know

Need

Why Is My Tool Worth Getting

  1. 1

    I Make Cool Things (and am capable)

    • There is a lot of blah around by people who aren’t terribly good at Excel/PowerPoint etc
    • You’ll see the 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

video time

Watch a Video On the Tool

There’s a video for you to hang out with me and learn about the aspects of ESOP. Joy!

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 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

Pro OKR PPP KPI Tracker Tool

Google is famous for setting OKRs. This is a ridiculously simple Google Sheet your staff will actually use. You can set it up so that you automatically get an email sent weekly with all the updates to keep on top of everyone. Plan your quarterly OKR and KPI in one easy to use sheet with no fancy stuff. Easily manage updates on what the team is doing every week and what they are stuck on through PPPs.

Learn more

Access

Get the ESOP Terms Cheat Sheet 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)

FAQs

Check the FAQs 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 made a basic mistake.

  • 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, or 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 the download folder by date modified if confused).

I assure you that everything I provide works, so if you can’t access it, 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!

Reading

Looking For Some Recommended Reading?

Here are some blogs you can check out related to this topic:

How Large Is Your ESOP Pool?

Learn how to answer this questions when investors ask you.

Read

Post-Money Valuation

What is Post-Money Valuation? What is the formula and why it is important

Read
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