FREE WORKBOOK
EMI Register
The register a diligence process expects to open: every grant with its date, strike at the agreed value, vesting schedule and cliff, vested shares computed rather than remembered, and the pool arithmetic always current. The demo holds four grants against a 100,000-option pool with headroom computed, and the 6 July discipline noted where it cannot be missed.
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Who this workbook is for
The founder promising options in offer letters
Offer letters promise options long before lawyers draft anything, and promises without a register become diligence findings. Record the grant the day the board approves it.
The company that granted and never notified
Options granted from 6 April 2024 are notified through the ERS annual return by 6 July, and a grant never notified is simply not an EMI option. The register is where that deadline stops being missable.
The team heading into a round
The buyer’s lawyers will read this register against your ERS returns line by line. The two matching is the cheapest diligence win a company can buy.
