Plan design and structuring
Stock options, stock appreciation rights, phantom stock and warrants — designed around what the business is actually trying to achieve, with the documentation drafted alongside.
Incwert Advisory · ESOP
A platform for administering employee stock plans, built and supported by the advisory firm that designs and values them. Incwert is a Registered Valuer Entity with IBBI, with over two decades of experience valuing ESOPs for listed and unlisted companies.
Advisory and platform from one team — so the plan you design is the plan the system administers.
Incwert’s ESOP advisory covers the whole life of a plan, not only the moment it is created.
Stock options, stock appreciation rights, phantom stock and warrants — designed around what the business is actually trying to achieve, with the documentation drafted alongside.
Whether the terms of granting, vesting, pricing and pool size still serve you, and what specifically should change if they do not.
How your plan compares with the market you hire from, so grant sizes and terms can be defended to a board and to a candidate.
Putting the plan in place, through a trust route or directly, including the mechanics most teams meet only once.
Company resolutions, statutory filings and the compliance obligations that follow a plan for as long as it exists.
What the terms you are considering will do to the balance sheet, before they are agreed rather than after.
Valuation reports for financial reporting and for tax on perquisites, from a Registered Valuer Entity with IBBI.
Identifying the right web-based ESOP platform for your situation — and running it with you once chosen.
Everything below is in the product today. Nothing here is a roadmap item.
Every grant, vest, exercise and lapse is an entry in an append-only ledger. Nothing is edited in place and nothing is silently deleted, so the numbers on screen can always be traced to the events that produced them.
Any period, any cliff or none, monthly, quarterly or annual, with a separate commencement date where vesting was backdated. Allocation is exact — the tranches always sum to the grant.
Each employee sees their own grants, vesting schedule and what is genuinely exercisable today — which is not the same figure as what has vested, and is shown as its own number.
An employee requests, management decides, and the decision is what moves the quantity. Requesting and approving are separate rights that no one person holds by default.
Grant letters and plan documents held against the records they belong to, with an append-only audit trail written by the database itself rather than by the application.
Bring an existing plan across with its history intact. Historical vesting is imported exactly as it stands rather than recalculated, and nothing is imported until both Incwert and your team have approved the reconciliation.
Read more about Incwert’s ESOP advisory practice at incwert.com.
We look at your plan, or design one, and agree what the platform needs to hold.
Your entity, share capital and scheme terms, entered once and used everywhere a percentage appears.
Employees, grants and vesting history imported and reconciled against what you believe you have.
Your team and your employees get access, with vesting running from that point forward.
An ESOP register holds every employee’s compensation. The controls below are structural, not settings.
We will walk through the platform against your scheme, and tell you plainly what it does and does not do.