Pro Feature

Equity Manager

Set up EMI and unapproved option schemes, issue grants, track vesting, and generate all documents — fully integrated with e-signatures and audit trail.

Everything You Need for Equity Management

EMI & Unapproved Schemes

Set up HMRC-compliant EMI schemes or flexible unapproved option pools for contractors and advisors.

Grant Management

Issue option grants with automated agreement generation, strike price tracking, and e-signature collection.

Vesting Tracker

Real-time vesting progress with cliff tracking, milestone-based schedules, and automated recalculation.

Option Value Calculator

Let option holders model their potential value based on hypothetical company valuations.

HMRC Deadline Alerts

Automatic reminders for the 92-day HMRC notification deadline on EMI grants.

Auto-Generated Documents

Board resolutions, option agreements, and certificates generated and sent for e-signature automatically.

Leaver Provisions

Pre-configured good leaver and bad leaver terms with automatic handling on termination.

Option Holder Portal

Team members can view their grants, track vesting, and calculate potential value — no Pro plan needed.

How It Works

1

Create Your Scheme

Choose EMI or Unapproved, set your option pool size, vesting schedule, and leaver terms.

2

Issue Grants

Add option holders with strike price and grant date. Agreements are auto-generated and sent for e-signature.

3

Track & Manage

Monitor vesting progress, handle exercises, and manage leavers — all with full audit trail.

Option Holder Portal

Your team members can view their option grants, track vesting progress, and calculate potential value — all without needing a Pro plan. Just share the portal link.

Ready to Manage Your Equity?

Join thousands of UK founders using eSignHub to manage option schemes, issue grants, and keep HMRC happy.

Upgrade to Pro