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Proactively manage your equity pool with Carta’s Equity Allocation Checklist

Are you managing your company’s equity pool effectively? Use this easy checklist to gather the information you need to proactively manage your equity pool and forecast future grants.

This checklist includes the info you need to:

  • Assess your current burn rate and equity pool: Understand existing equity pool and how the company is tracking with burn rate
  • Forecast future grants: Plan for executive, employee, and advisor grants
  • Forecast returns to pool: Account for projected turnover and layoffs
  • Finalize forecasts: Determine final equity forecast allocation and present a data-driven strategy for board approval

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