ESOP administration from grant to exercise to exit
Manage your entire employee stock option lifecycle in one workflow — built for HR, employees, finance teams, secretarial teams, and management, not just one of them.
Bulk digital grant letters and e-signatures
Generate and send grant letters to every new grantee at once, with e-signature collection built in — instead of drafting and chasing each one individually.
Automated vesting tracking
Vesting schedules and cliffs are tracked automatically against each grant, so HR and finance always know exactly what has vested and what remains.
Employee self-service portal
Every grantee can see their own grant details, vesting progress, and value in one place, without emailing HR to ask.
Exercise and exit management
Handle option exercises and employee exits — including exercise windows and lapsed options — within the same workflow.
ESOP expense and compliance reports
Generate ESOP expense figures and compliance reports directly from the same grant and vesting data.
Running an ESOP grant cycle without the manual chase
Consider a startup that has just had a new batch of ESOP grants approved by the board for a group of new hires. Done by hand, HR would draft each grant letter individually, email it out, chase signatures, and update a spreadsheet as responses trickle in — a cycle that typically takes 40+ hours across a batch. With Tabulate, the same batch is generated as digital grant letters in bulk, sent for e-signature, and tracked automatically from acceptance through vesting — collapsing the same cycle to under 24 hours.
- 1Board-approved grants are bulk-generated as digital grant letters
- 2Grantees receive and accept via e-signature, tracked automatically
- 3Vesting and cliff dates begin tracking against each grant with no manual entry
- 4ESOP expense and compliance figures are available from the same data, without a separate reconciliation
Common questions about ESOP management
What is DPIIT deferral and does Tabulate support it?
DPIIT deferral lets eligible startups defer the perquisite tax an employee owes at ESOP exercise. Tabulate supports DPIIT deferral and shows the perquisite tax estimate at exercise, so employees and finance teams know what to expect and when it falls due.
Can employees see their own vesting schedule and grant value?
Yes. The employee self-service portal shows each grantee their vesting progress, cliff dates, and current grant value, so they don't have to ask HR for an update.
What happens to an employee's options when they leave the company?
Tabulate handles exit management as part of the same ESOP workflow — tracking exercise windows for vested options and marking unvested options as lapsed, so HR and finance have an accurate, up-to-date picture after every exit.
Ready to simplify your ESOP program?
Book a demo and we'll walk through your current grant cycle — including vesting, exercise, and exit workflows.