Update by
Aaron Blakemore
Product Manager
When team members leave your company, managing their equity shouldn't be a manual headache. Our new offboarding feature automates the complex process of terminating equity grants, ensuring accuracy and compliance every time.
What's new:
- Smart stakeholder selection and automated communications
- Manage all grants across ESOPs, RSUs, and RSAs in one step
- Intelligent vesting termination based on termination dates
- Flexible PTEP management
- Automated lapsing and buy-backs
Simply select the employee you're offboarding, set their off-boarding date, choose your communication preferences, and the system automatically processes all their equity grants—ESOPs, RSUs, and RSAs—based on their termination date and your company's policies.
