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Objectives

The company, funded by major global VCs, aimed to implement a long-term incentive plan for senior and mid-level management to drive future growth.

Challenges

• Balancing ownership dilution for existing shareholders with offering attractive options for employees.
• Setting the right number of options for each employee based on their role.
• Deciding the price employees pay to exercise their options.
• Providing clear options for employees to convert their stock options into cash upon leaving the company.

Our Solutions

• Collaborating with management to understand the company’s goals and constraints.
• Analyzing industry practices and comparing them to the company’s specific situation.
• Structuring the plan to minimize dilution while maximizing employee incentive. Option pricing was carefully considered to balance affordability for employees with value for the company.
• Designing a plan that allows for future grants and adjustments.
• Establishing clear procedures for employees to exercise their stock options upon exiting the company.

About Company:

A leading fintech startup offering an online platform for investing in stocks, mutual funds, derivatives and more.
(1000+ employees, across 4 countries)

Our Impact:

• 20% increase in employee engagement as measured by internal surveys.
• Directly incentivized behaviors that support the company’s strategic objectives, leading to a 10% year-over-year growth in new acquisitions.
• Tax-optimized, Brand Aligned Global Policy for all branches