Equity Refreshes

Your best people are approaching their cliff.

Standard 4-year vesting means your earliest employees will be fully vested — and economically free to leave — long before the story is over. A thoughtful refresh program keeps the people who built the foundation.

• Current 409A valuation required before any new grants
• Identify employees approaching full vest in the next 12 months
• Establish a refresh grant policy before it becomes urgent
• Model pool expansion needed at the next round
• Board resolution required for all refresh grants