• Sign in to comment and vote. Sign in by email
  • 11 January 2022 Kyle created this task

  • avatar

    This can definitely get complicated depending how far you want to go, but I feel like Incentive Stock Option (ISO) grants are very common – at least at US-based startups. Handling the ability to plan receiving options with a given vesting schedule, plan exercise as an event with an associated cost, as well as handling the impact on tax estimation given the possibility to trigger AMT, would be great. Ideally you’d also be able to project different 409A valuations or an IPO at different times to help inform these exercise/tax projections.

    29 July