Stock Plan Health Check
A board-facing diagnostic for burn rate, overhang, share reserve runway, and investor-sensitive plan features. ISS-aware without claiming to reproduce proprietary proxy advisor models.
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Equity Ops Workbench
An eleven-tool practitioner workbench for the stock-based compensation work that still happens after the vendor export.
The problem
Stock administration platforms are the system of record, but practitioners still use spreadsheets to write board memos, model refresh cycles, audit grant distribution, analyze underwater options, build offer ranges, model AMT exposure for ISO exercises, forecast ASC 718 expense, model plan amendments, coordinate complex equity events, and assemble the comp committee pre-read from all of it.
Who it's for
Stock-based compensation, Total Rewards, equity operations, legal, finance, accounting, and compensation leaders working across private and public companies.
Why I built it
Equity teams already have systems that process grants and vests. What they need is a clearer thinking layer above those systems: the memo, the scenario model, the checklist, the audit slice, the forecast, and the assembled review package.
What it helps with
- Turns plan-health inputs into a board-ready stock plan memo and legal/finance question list.
- Models retirement-date vesting outcomes from grants outstanding data without using AI in the calculation path.
- Coordinates equity events that require payroll, legal, accounting, IR, and communications to move together.
- Sizes annual refresh cycles by level and performance tier with budget summary, retention overrides, and a comp-committee memo.
- Audits grant distribution by level, function, country, year, award type, and optional demographic dimensions with concentration math and cohort outliers.
- Reports underwater option exposure with depth bands, vested-vs-unvested split, and an audit memo that does not recommend repricing.
- Translates a target hire equity value into a low / mid / high share range, vesting schedule, and recruiter prep memo.
- Models AMT exposure of a proposed ISO exercise at a planning level for the conversation with a qualified tax advisor.
- Forecasts ASC 718 stock-comp expense by reporting period for the conversation with finance, accounting, and the external auditor.
- Models plan-amendment impact on overhang, runway, and dilution with investor concern flags for the comp committee.
- Assembles a deterministic comp-committee pre-read from the markdown summaries the practitioner just generated using the other tools.
- Keeps user data client-side and treats the stock administration platform as the source of truth.
What's inside
Retirement Vesting Impact Forecaster
A deterministic rules engine that separates full vesting, pro-rata vesting, forfeiture, continued vesting, and manual-review exceptions for one retirement scenario at a time.
Equity Event Readiness Planner
Stage-aware countdown checklists and coordination emails for vesting cliffs, double-trigger IPO events, tender offers, lockup expirations, M&A acceleration, spin-offs, and plan terminations.
Refresh Grant Sizing Tool
Sizes annual refresh dollars by level and performance tier, translates dollars to share count at FMV, flags above and below-guideline rows and retention overrides, and produces a comp-committee memo with budget summary and exception list.
Grant Distribution Auditor
Joins a grants outstanding export with HRIS fields and produces an audit view by level, function, country, grant year, award type, performance tier, and any optional demographic dimension. Concentration math, cohort outlier flags, audit memo for TR, DEIB, finance, legal, and the comp committee.
Underwater Options Analyzer
Percent underwater by shares and holders, intrinsic and spread value, depth bands (slightly / moderately / deeply / severely / extremely underwater), tranches by grant year and strike, vested vs unvested split. Reports the math; does not recommend repricing.
Hire Range Equity Calculator
Translates a target hire equity value into a low / mid / high share range at the current FMV, lays out the year-by-year vesting schedule, and produces a recruiter prep memo with candidate-context talking points for ISO, NSO, and RSU awards.
AMT Scenario Modeler
Plan-level math for an ISO exercise: bargain element by grant, regular tax vs tentative minimum tax, AMT exposure, breakeven share count, optional sale scenario. Editable filing-status assumptions; deterministic engine; memo for the conversation with a qualified tax advisor. Not tax advice.
ASC 718 Expense Forecaster
Forecasts stock-based compensation expense by reporting period from a population of awards, grant-date fair values, vesting terms, and forfeiture / PSU probability assumptions. Per-period bucket, by-type and by-year totals, accounting memo. Planning forecast; not GAAP-final.
Plan Amendment Impact Modeler
Before / after on overhang, runway, and dilution from a proposed plan amendment (additional shares, evergreen, share recycling, repricing posture). Investor concern flags (high evergreen, large overhang increment, repricing without approval). Comp-committee memo with legal and finance question list.
Comp Committee Memo Builder
The meta-tool. Paste the markdown summaries from the other workbench tools, add key metrics, risks, open questions, and recommended next steps; assembles a deterministic board-format pre-read with executive summary, decision requested, and disclaimer.
Client-side workflow
CSV inputs are parsed in the browser. The workbench is a practitioner thinking layer, not a cap table, database, or system of record.
Practitioner review guide
Pick one realistic CSV-driven workflow and run it end to end. Then read the generated memo as if you had to send it to the other side of the table.
- Run the Stock Plan Health Check on a scrubbed grants-outstanding export. Would the memo hold up in front of legal and the comp committee?
- Run the Refresh Grant Sizing Tool with a level-and-performance grid. Do the budget summary and exception list answer the questions finance and TR will ask?
- Run the ASC 718 Expense Forecaster with a small population. Is the forecast structured well enough to start an actual conversation with finance, accounting, and the external auditor?
- Run the Grant Distribution Auditor with an optional demographic dimension. Are concentration math, cohort flags, and the audit memo defensible without overclaiming?
- Assemble a Comp Committee Memo from two or three of the other tool outputs. Does the pre-read read like a board document, or like a stitched-together draft?
All inputs stay client-side. Use scrubbed or anonymized CSVs. Treat outputs as a thinking layer, not a system of record.
Executive read
Eleven tools, all live, all deterministic, all client-side. Designed for the work between the stock administration export and the executive-ready deliverable. Fidelity, Shareworks, Computershare, E*TRADE, and Carta own the ledger; Workday, SAP SuccessFactors, Oracle HCM, Dayforce, and UKG own the people record. The workbench fills the gaps those platforms do not — including the AMT exercise math, the ASC 718 expense forecast, the plan-amendment investor narrative, and the comp-committee pre-read assembly.