Stock Option Grant Agreement and Notice — Template and Playbook
A template Stock Option Grant Agreement and Notice and playbook your team can run without counsel on every deal, for the agreement that documents an option grant with the vesting, exercise, and tax mechanics stated correctly.
The playbook gives your team preferred, acceptable, and walk-away positions on each key term. A reusable form plus fallback positions and an approval matrix, so your team can close routine deals without counsel on every one.
Frequently asked questions
The fee covers a reusable master form for your team, fallback positions for each negotiated provision, and an approval matrix showing who can agree to what. It is fixed at this scope: one grant form. 2 rounds of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.
3 to 5 business days from a complete set of instructions, plus time for the 2 rounds of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.
$1,950 is $325/hour × 6 hours — the time this deliverable takes in an ordinary equity compensation matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $1,950 whether it takes us the estimate or twice it.
Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.
The business terms you have agreed so far, the counterparty and which side of the deal you are on, any existing draft, term sheet, or prior agreement, and your risk tolerance on the provisions that matter most to you. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.
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Early Exercise and Stock Restriction Agreement — Template and Playbook
A template Early Exercise and Stock Restriction Agreement and playbook your team can run without counsel on every deal, for the agreement that lets an optionholder exercise before vesting with a repurchase right protecting the company.
Warrant to Purchase Equity (Company Side)
A company-favorable Warrant to Purchase Equity that grants the right to buy equity later at a set price, with the adjustment and exercise mechanics that matter.
Warrant to Purchase Equity (Investor Side)
A Warrant to Purchase Equity, drafted from the investor position, that grants the right to buy equity later at a set price, with the adjustment and exercise mechanics that matter.
Equity Incentive Plan — Review and Redline
A close review and redline of the other side's Equity Incentive Plan, the document that creates the pool and the rules for issuing options, restricted stock, and other awards.