Employee Stock Grants

Employee Stock Grants: Key Considerations Pre-Signature

Eugenia Bergantz, General Counsel & Corporate Secretary, Planful Inc.

Designed For:

Non-executive employees of VC or PE-backed private US-based C-corporations who are receiving equity as part of their compensation.

Purpose:

This screen is crafted to identify and highlight key terms that are commonly used in employee stock option agreements by private C-corporations in the United States. Its primary objective is to provide users with a quick and accurate tool to spot any unfavorable terms. This screen was crafted against NVCA standard equity plan agreements as well as Delaware General Corporation Law.

Limitations, Assumptions, Details:

This Screen was validated against 5 different employee stock option agreements and produced an average accuracy of 100%. This screen should be used with a lawyer, not in replacement of a lawyer. Neither Screens nor any screen author is or will provide you with legal advice. AI accuracy rates vary based on several factors so always double-check all AI predictions.

Eugenia Bergantz

Eugenia is a business-focused and innovative Legal, Privacy, Corporate Development, and Operations executive with a track record of taking tech companies through stages of growth and transition. Eugenia specializes in counseling tech companies on legal compliance, corporate governance, privacy, technology licensing, employment, and intellectual property matters.

Prior to joining Planful in July, 2020, Eugenia led the legal function at Snaplogic where she established and scaled the global legal function as well as developed an international expansion strategy. Prior to Snaplogic, Eugenia built out and scaled the global legal, privacy, and corporate development functions at Druva Inc., where she took the company from $40M in ARR to over $120M in ARR, led acquisition and integration of 2 companies, and assisted in 4 rounds of financing, achieving an over $2B valuation.

Outside of Planful, Eugenia is also advising innovative early stage tech companies on corporate, privacy, commercial, product, and employment matters as a Fractional General Counsel. Eugenia is currently accepting new clients.

Contact : eugeniabergantz@gmail.com

LinkedIn: http://linkedin.com/in/eugeniabuzogly