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02 · ESOP Planning & Retirement

Build equity programmes
your team actually retires on

From designing your first ESOP pool to structuring retirement-linked equity benefits — we handle strategy, documentation, and compliance end to end.

Pool Design Vesting Strategy Retirement Linkage Grant Advisory Ind AS 102
500Cr+
Equity value planned
50+
Companies served
100%
Compliance record
24hr
Response guarantee
ESOP DASHBOARD · EQUILAY
4,200
Options Granted
₹2.4Cr
Pool Value
18
Employees
VESTING PROGRESS
Engineering
72%
Product
58%
Sales
44%
Operations
31%
Employee
Vesting
Status
Priya Sharma
1,200 opts
Vested
Arjun Mehta
800 opts
Vesting
Divya Nair
600 opts
Cliff
Ravi Kumar
1,600 opts
Vested
ESOP Admin Workflow Automated
Grant Letters Issued
E-signed & delivered · 18 employees
Done
Cliff Tracking Live
Auto-alerts 30 days before cliff
In Progress
Vesting Schedule Updates
Quarterly auto-refresh for all grants
Upcoming
Employee Portal Launch
Self-service access for all employees
Upcoming
Leaver Provisions Managed
Good / bad leaver auto-triggers
Upcoming
HR & People Teams

Run ESOP admin without the burden

  • Automate grant letters, offer documents, and e-sign acceptance workflows
  • Track vesting schedules and cliff events across the entire employee base
  • Communicate ESOP benefits to employees in plain, accessible language
  • Self-service employee portal reduces ESOP queries to HR by 60%
  • Manage exited employees, lapse triggers, and good/bad leaver provisions
Book an HR walkthrough
Pool Design

Right-size your ESOP pool before it costs you

  • Design optimal pool size relative to your funding stage and headcount plan
  • Model dilution impact across all future funding rounds before granting
  • Exit-linked vesting and retirement provisions for key leadership hires
  • Founder equity protection clauses built in from the start
  • Cliff and graded vesting strategy aligned to company milestones
Start planning your pool
15%
Pool
Allocated
Engineering 40%
Product 25%
Sales 20%
Ops 15%
🎯
4,200
Options Granted
₹2.4Cr
Pool Value
👥
18
Employees
📅
4yr
Vesting Period
Finance & CFO

Keep ESOP costs clean and audit-ready

  • ESOP expense recognition per Ind AS 102 — automated every quarter
  • Perquisite tax computation per employee per exercise event
  • Retirement benefit valuation and balance sheet provisioning
  • Rule 11UA fair value computations for every grant event
  • One-click board and statutory auditor reporting, always current
Talk to a CFO specialist
FINANCE REPORTING SUITE Q2 2025
Compliance Task
Manual Process
With Equilay
🧾Ind AS 102 Expense
3 days / quarter
Auto · Real-time
🧮Perquisite Tax
Manual per event
Per employee, auto
📐Rule 11UA FMV
Separate valuer
Every grant, built-in
📋Board Reports
Days to compile
One click, always ready
🏦Retirement Provision
Not tracked
Balance sheet ready
Tailored for Everyone

The right view for every stakeholder

One platform, delivered differently to founders, HR, finance, and employees.

Founders & Leadership
Design the ESOP pool that serves your growth
  • Design optimal ESOP pool size relative to your funding stage
  • Model dilution impact of grants across all future rounds
  • Exit-linked vesting and retirement provisions for key hires
  • Grant strategy aligned to company growth milestones
  • Founder equity protection clauses during ESOP rollout
Book founder session
Founder Dashboard
🎯
Pool Size Modelling
Right-sized for your stage and plan
Live
📉
Dilution Scenarios
Pre & post-money mapped
Ready
🔒
Founder Protection
Anti-dilution clauses built in
Active
HR & People Teams
Run your ESOP programme without the admin burden
  • Communicate ESOP benefits in plain, simple language
  • Automate grant letters, offer docs, and acceptance workflows
  • Track vesting schedules across the entire employee base
  • Manage retirement-triggered vesting events and cliff completions
  • Self-service portal reduces equity queries to HR by 60%
Get HR demo
HR Admin Portal
18 Employees
📝
Automated Grant Letters
E-sign workflows, zero manual work
Done
Vesting Tracker
Full team visibility, auto-reminders
Live
💬
Employee Self-Service
60% fewer queries to HR
Active
Finance & CFO
Keep ESOP costs clean, compliant, and audit-ready
  • ESOP expense recognition per Ind AS 102 — automated
  • Tax treatment of perquisites on exercise computed per employee
  • Retirement benefit valuation and balance sheet provisioning
  • Quarterly ESOP cost reporting to board and statutory auditors
  • Rule 11UA fair value computations for every grant event
Talk to CFO specialist
Finance Reporting
🧾
Ind AS 102
Automated ESOP expense recognition
Live
🧮
Perquisite Tax
Per employee, per exercise event
Ready
📋
Board Reports
Quarterly, one-click, auditor-ready
Export
Employees
Understand your equity — and plan your future around it
  • See your complete grant, cliff, and vesting schedule clearly
  • Understand how your shares grow in value over time
  • Plan retirement scenarios using projected equity value
  • Access plain-language guides on how ESOPs work
  • Speak to our equity advisors anytime — free of charge
Employee portal demo
My ESOP Portal
800 Options
📊
My Grant Dashboard
Grant, cliff, vesting — all in one view
Active
🏖️
Retirement Planner
Project equity value at exit milestones
Beta
🤝
Free Advisor Access
Ask any equity question, anytime
Free
Our Process

Five stages to a live, compliant ESOP

From first conversation to employee portal go-live — and ongoing support beyond.

01
Strategy & Discovery

Pool size, vesting design, and ESOP structure tailored to your stage.

02
Plan Design & Drafting

Plan document, grant policy, and board resolutions — fully documented.

03
Board & Legal Approvals

MCA filing, board approvals, and RoC compliance handled end to end.

04
Grant Issuance & Comms

Grant letters issued and team onboarded to the Equilay portal.

05
Ongoing Advisory

New hires, amendments, valuations, and regulatory updates — managed continuously.

Why Equilay

How we're different

One team. Strategy, compliance, software, and people — end to end.

01
🏗️
Strategy Before Paperwork

We advise on pool size, cliff design, and retirement linkage before writing a single clause.

Advisory First
02
🔗
End-to-End, No Handoffs

One team from strategy to go-live. No lawyer, CA, and software vendor juggling.

One Team
03
📅
Retirement-Linked Design

Vesting and exit provisions tied to real retirement milestones — not generic 4-year cliffs.

Retirement-Ready
04
🛡️
Live Compliance Monitoring

Rule 11UA, Companies Act, SEBI — we track every change and update your plan proactively.

Always Current
Software + Advisory, Together
Our platform and people work as one — you never need to switch between a tool and a consultant.
Start Today
What Clients Say

Trusted by India's best startups

"Equilay made our ESOP rollout seamless. What would have taken months of back-and-forth with lawyers was done in two weeks — legally solid and employee-friendly."

PS
Priya Sundar
CEO, TechFlow India

"As CFO, the Ind AS 102 automation alone saved us 3 days every quarter. The team also guided us through perquisite tax treatment for our first exercise event."

RK
Rajiv Kapoor
CFO, Scalify

"Our employees finally understand their ESOPs. The portal explains everything in plain English — cliff, vesting, projected value. HR queries dropped 60% in a month."

AN
Aisha Nair
VP People, Nexus Labs
Get Started

Ready to launch your ESOP?

Tell us about your company and we'll come back within 24 hours with a tailored plan — no obligation, no commitment required.

  • Free initial consultation
  • Response within 24 hours
  • No commitment required
  • Dedicated expert assigned
Or reach us directly
reach@ealkay.com
Book Your Free Consultation

We respond within one business day.

You're all set!

Thanks for reaching out. An Equilay specialist will respond within 24 hours.

For urgent needs, call us at +91 98765 43210.

Ready to Launch Your ESOP Programme?

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