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Equity Compensation Organizer
Organize what you have, what vests when, and what decisions are coming up.
A. What you have (check all that apply)
B. Grants overview
C. Vesting months (mark months where events happen)
D. Default decision preference (not advice, just preference)
My default approach is:
E. Concentration quick check
Employer stock is about:
If you're above 25% or unsure, a quick call can help you set a simple plan.
If you're above 25% concentration or unsure, a quick call can help you set a simple plan.
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